2021. 7. 2. 테슬라 소식

우리방 Punding 님 공유로 딜리버리 시간을 확인했는데, 장전 발표인듯 합니다. 

 

소이어님 트윗이 맞으면 한국시간으로 오늘 밤 9시 30 ~ 10시 사이가 되겠네요. 

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1. 어제 댄 아이브스가 2Q 딜리버리 20만대 예상으로 내용 포스팅을 했었는데, CNBC의 인터뷰에서는 20만 5천건에서 21만건으로 본다고 말했네요. 

 

2Q를 기점으로 올해 하반기에는 인상적인 납품을 할 것이며 2021년 전체 90만대 딜리버리를 예상했습니다. 

 

After Tesla(NASDAQ: TSLA) announces its Q2 2021 deliveries, it should be the start of a very strong second half of the year, Wedbush Securities analyst Daniel Ives said. He sees growth potential in deliveries from 205,000 to 210,000 in the past quarter and 900,000 in 2021.

Wedbush Securities analyst Daniel Ives told CNBC's Squawk Box on Thursday that Tesla's trajectory is positive. The company's expected number of deliveries on the Street has increased to 200,000 over the past few weeks, but Ives believes a rise from 205,000 to 210,000 in Q2 2021 is likely.

<tesmanian.com>

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2. 도이치 뱅크에서는 2Q2021 딜리버리를 기존 20만 7천대에서 20만대 납품으로 낮췄습니다. 

 

실적 전망치도 주당 1.07 달러에서 0.97달러로 낮췄네요.

 

하지만 PT를 900달러, 투자등급 BUY를 확고히 유지했습니다.

 

Deutsche Bank firmly maintained its $900 price target on Tesla and gave TSLA stock an investment-grade BUY rating.

The investment bank adjusted its Q2 earnings and revenue estimates for Tesla, although its gross margin for the company remains at 23.5% or 26.5%, excluding regulatory credits. Deutsche Bank lowered Tesla’s earnings estimate to $0.97 per share from $1.07 per share.

The investment bank estimates that Tesla delivered 200,000 units in Q2 this year, a little below Wall Street’s 201,000 estimate for the second quarter. Deutsche Bank trimmed down its delivery estimate from 207,000 units.

<teslarati.com>

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3. 7월 2일, 홍콩에서 첫 우측 핸들 모델Y(RHD)를 판매합니다. 

그런데, 주문하면 약 8주 걸려 받을 수 있습니다. ^^;

 

모델Y의 3가지 버전도 다 판매하며,

스탠다드 레인지 플러스는 4만 2470달러, 롱레인지는 4만 8650달러, 퍼포먼스는 5만 4000달러입니다. 

Tesla is due to launch sales of its Model Y electric SUV in Hong Kong on July 2. The Administrative Region of China will be the first market in the world to offer a Model Y right-hand drive. This means that Giga Shanghai began production of the RHD Model Ys, which would later be exported to many markets around the world, including the UK, Japan, New Zealand, Australia, Singapore, and India.

The Standard Range Plus variant will start at HK $329,800 (around $42,470), which is a very affordable price point. The Long Range variant will start at HK $377,800 (around $48,650), which is only slightly more expensive than in the US. The Performance version starts at HK $419,800 (around $54,000), which is also only slightly more expensive than in the US. According to the customs website, the prices do not include the first registration tax that all car owners must pay when registering the vehicle. Deliveries are expected to begin eight weeks after the start of the sales, in early September.

<tesmanian.com>

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4. 테슬라는 2003년 7월 1일, 미국 캘리포니아에서 소규모 스타트업으로 탄생하여, 18번째 생일을 맞았습니다. 

 

작년 이맘때의 주가가 분할전으로 1200달러였는데, 1년 사이에 사업도, 주가도 큰 성장과 상승을 이루었네요. 

 

내년에는 더 멋진 모습의 테슬라가 되었으면 하는 바람입니다 ^^

On July 1, 2003, a small startup was born in California, USA, the goal of which was to bring a quality electric car to market. At the time, electric vehicles were perceived as just golf carts, so the company's goal was extremely ambitious. Contrary to outdated automakers and those who support fossil fuels, Tesla is fighting for a world where cars are powered by electricity. This makes it possible to stop the pollution of the environment with exhaust gases.

<tesmanian.com>

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5. 노르웨이의 최대운송사업자, 국영 운송 그룹인 Vygruppen(Vy)가 모델3 랜탈을 제공합니다. 

 

7일 대여에는 580 달러(약 65만 8천원)이고, 최대 속도를 135km로 제한합니다.

Vygruppen (Vy), a state-owned transport group in Norway, has launched a novel new service for its electric car-sharing division. As indicated on the company’s, Vy now offers the Tesla Model 3 for rentals, allowing users of its car-sharing service to experience one of the world’s best-selling electric vehicles today. 

Vy’s Tesla Model 3 rentals are priced at a premium, at least compared to other electric vehicles that are offered by the transport group’s car-sharing division. As per Vy, renting the Tesla Model 3 for seven days would likely cost about NOK 4,999 (USD 580), and that’s good for up to 2,000 km (1,242 miles) of driving. 
are included in the fee.

<teslrati.com>