Nee het is eerder een analyst van Goldman Sachs die meent dat Tesla meer dan 145.000 wagens gaat verkopen dit kwartaal 3.
Op basis van app-downloads vooral in China en USA.
Citaat:
https://electrek.co/2020/09/15/tesla...-beat-analyst/
One of the reasons why the stock is rising today is Goldman Sachs coming out with a new optimistic note about Tesla’s deliveries at the end of the quarter.
Goldman Sachs analyst Mark Delaney reports that Tesla mobile app downloads are way up compared to last year:
“Tesla global weekly app downloads have recently been tracking up on a [year over year] basis, with the most recent full week of global data at up about 20%. Tesla app downloads are primarily concentrated in the United States and China, with the [year-over-year] growth being driven by China.”
Delaney suggests that the data could point to Tesla beating the third-quarter delivery estimates of 145,000 vehicles.
In Q3 2019, Tesla delivered 97,000 cars.
Therefore, a 20% increase wouldn’t necessarily mean over 145,000 deliveries, but Tesla’s deliveries are disproportionately high at the end of the quarter and a 20% increase could make a big difference.
The rest of the market is also not as optimistic with estimates averaging 121,000 vehicles on Wall Street.
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