Electric vehicles

Magic Markets #202: The automotive sector race

Magic Markets2024-11-20T21:40:02+02:00

Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies seeing better adoption than others? Where does this leave hybrids? Where does this leave manufacturers that seem to lack clear strategic direction? Along with a discussion on European vs. American vs. Japanese manufacturer performance, we dealt with all these topics in this episode of Magic Markets. For a whirlwind overview of the automotive sector at the moment, you're in the right place.

Magic Markets #202: The automotive sector raceMagic Markets2024-11-20T21:40:02+02:00

Tesla: Trying to Put the Auto in Automobile

Magic Markets2024-07-10T22:23:22+02:00

Tesla – a car company, or not. If you believe it is, then you won’t go near this valuation. If you back the story that this is a technology powerhouse with a bright future in autonomous driving, then you just might. As we cover in this research report as a pre-cursor to the next quarterly earnings release, the economics around the automotive business have deteriorated sharply. For Tesla bulls, it’s never been more important for the FSD thesis to come to the fore.

Tesla: Trying to Put the Auto in AutomobileMagic Markets2024-07-10T22:23:22+02:00

PREMIUM: Tesla – a car company(?)

Magic Markets2022-06-21T19:23:12+02:00

Use the podcast player below to listen to our discussion on Tesla and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 February 2022) Tesla is about the storyboard, not the scoreboard. The recent financial results are important of course, but Tesla bulls are in this stock because of what the future might hold. Generally, Tesla bears avoid or even short it because they believe the stock price is far too high relative to its likely prospects. One debate has certainly been put to bed: Tesla is a proper automotive manufacturer and is capable of scaling its [...]

PREMIUM: Tesla – a car company(?)Magic Markets2022-06-21T19:23:12+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP

Title