2021. 8. 3. 테슬라 소식

1. KGI 증권에서 테슬라 PT는 $855, 등급은 'Outperform(약한 매수)'을 적용했습니다.

 

제가 알기로, KGI 증권은 대만의 증권사입니다. 

 

테슬라에 대한 입장을 보면, '3~5년간 전기차 시장 선두 자리를 유지할 것이다.' 이 부분이 핵심이었습니다.

 

이 부분은 변함없는 사실이고, 계속되는 실적 성장의 뒷받침 속에 기관의 PT와 등급 상향이 이어질 것이며, 주가도 어제와 마찬가지로 순풍을 맞을 것으로, 개인적으로는 예상합니다. 

KGI Securities analyst Jennifer Liang initiates coverage of Tesla (NASDAQ: TSLA) shares with Outperform rating and $855 price target. The firm believes the company has a unique business model that will ensure it will thrive in the coming years.

The firm expects Tesla to maintain its leading position in the electric vehicle market for at least the next 3-5 years. 

<tesmanian.com>

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2. 테슬라 모델Y가 홍콩과 마카오에는 9월부터 딜리버리될 예정입니다.

Tesla held an official presentation of the Model Y in Hong Kong. Deliveries to Hong Kong and Macau will begin in September, the company said.

<tesmanian.com>

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3. 기가 베를린의 배터리 공장에 첫 철근콘크리트 기둥이 박혔다네요. 

Tesla is continuing with the construction of the Battery Factory at Giga Berlin, which will produce the innovative 4680 tabless battery cells. The strong foundation for the building will soon be completed, as the company has now installed the first reinforced concrete pillar.

<tesmanian.com>

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4. 테슬라에서 요구한 인도의 수입세 인하 요청에 대해 Minister Krishan Pal Gurjar 가 거부하면서, 인도 진출의 난항이 예상되네요.

Tesla’s entrance into India took a giant step backward as Government officials shot down the potential for import duty reductions on Monday. Attempting to enter the Indian automotive market with its sustainable vehicles, Tesla has petitioned for lower import taxes before committing to a Gigafactory in India. Still, the automaker and the government seem to be having trouble working on an agreement that would keep both parties interested.

Now, Minister Krishan Pal Gurjar says that there is no talk of the government considering a reduction of import duties. On Monday, he told Parliament (via ) : “No such proposal is under consideration in Ministry of Heavy Industries.”

<teslarati.com>

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5. 사이버 트럭 주문량이 120만대를 넘었습니다. 비공식적으로 125만 4,872대입니다.

Tesla Cybertruck reservations have surpassed the 1.2 million unit threshold as over 17,000 all-electric pickups were ordered last week. The Cybertruck, while not yet released by Tesla, is accumulating a significant number of pre-orders just months ahead of initial production. While CEO Elon Musk has recognized the fact that the reservation figures seem to point in a different direction.

According to a available online, the Cybertruck has unofficially accumulated 1,254,872 pre-orders, amounting in over $79 billion of potential revenue for Tesla from the all-electric pickup. The figure gives the impression that Tesla could dominate the EV pickup sector when it eventually launches later this year, likely by the Rivian R1T. The Cybertruck’s Dual-Motor configuration is still the most popular, accounting for around 48% of the total reservations. The least popular variant is the Single Motor build, only accounting for around 7% of the total pre-orders.

<teslarati.com>