reports
- Pierre FerraguÊ
- Wedbush Research
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
PB PROSPERITY BANCSHARES INC.(R)
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
EWBC EAST WEST BANCORP INC.
CVBF CVB FINANCIAL CORP.
CCS CENTURY COMMUNITIES INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
SLM SLM CORP
ORLY O'REILLY AUTOMOTIVE INC.
ISR ISORAY
COOP MR. COOPER GROUP INC.
LC LENDINGCLUB CORP
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
Tesla: Deep dive into Chinese competition - Existential threat?
Multiple media reports make it sound like Tesla is under threat in China, from local manufacturers. Is it true? In this note we assess the competitive landscape with an analysis of the cost structure of Tesla relative to peers and its market position by segment.
- Blair Levin
NSR Policy: Election Impact: Summary of Notes Plus Upcoming Calls
It is likely that in the next month (and perhaps beyond) the single most important event affecting capital markets will be the election. Over the last month, we have provided six notes on the potential impact of the election, separately focusing on policies affecting telecom, spectrum, media, tech, and leadership, as well as a note on what we think is the most underappreciated potential impact; how a Trump Presidency could result in a dramatic shift in telecom and spectrum policy due to the infl...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
O REALTY INCOME CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
AXTI AXT INC.
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
VICI VICI PROPERTIES INC
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
EPRT ESSENTIAL PROPERTIES REALTY TRUST
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
NTST NETSTREIT CORP
BNL BROADSTONE NET LEASE INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
- Bella Lu Yifei
- Ken Lee
China Automobile Weekly: PV sales dipped due to National Holiday; in l...
China’s PV insurance registrations grew by 0.2% yoy but fell 2.7% mom and 38.8% wow during 30 Sep-6 Oct 24. Major car makers saw a dip in insurance registrations in China last week due to the National Day Holiday. PEV market share dipped by 4.3ppt wow to 45.4%. Tesla’s "We, Robot" event showcased its Robotaxi, Robovan and the new generation of humanoid robots. Chinese part suppliers will benefit from Tesla's new product launches. Maintain MARKET WEIGHT. Top BUYs: CATL, Desay SV and Geely.
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
M3I MINTH GROUP LIMITED
002340 GEM CO. LTD. CLASS A
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
2338 WEICHAI POWER CO. LTD. CLASS H
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
1772 GANFENG LITHIUM CO. LTD. CLASS H
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
603305 NINGBO XUSHENG AUTO TECHNOLOGY (A)
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
02015 LI AUTO INC
09868 XPENG INC
600699 NINGBO JOYSON ELECTRONIC CORP
- Pierre FerraguÊ
- Blair Levin
If Trump Wins, How Will Musk Affect Telecom Policy?
We don’t have to convince anyone that Elon Musk is totally committed to electing Trump and Congressional Republicans. We don’t have to convince anyone that given Musk’s level of support, Trump as well as many Republicans in Congress will be happy to have an FCC, NTIA, and other instrumentalities of the Federal Government in charge of telecom generally do what Musk wants. Still, the consequences of those two evident facts are the most underappreciated potential telecom policy consequences of the...
- Julie Boote
PSA Autos / New Mobility: The Fraught Path to Electrification
Given that the EV market is not a free market, led by demand and supply, but a distorted market, moved by political intervention in the form of subsidies (or lack of), making EV sales forecasts is very challenging indeed. This is a headache for analysts, but even more so for auto companies with a ten-year planning horizon. In this report, we outline the sales situation for different regions, as well as providing an outlook based on currently available information.
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
TSLA TESLA INC
F FORD MOTOR COMPANY
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
VOW3 VOLKSWAGEN AG PREF
600104 SAIC MOTOR CORPORATION LIMITED CLASS A
000270 KIA MOTORS CORPORATION
7267 HONDA MOTOR CO. LTD.
7211 MITSUBISHI MOTORS CORPORATION
7269 SUZUKI MOTOR CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
1211 BYD COMPANY LIMITED CLASS H
A0M32L CHONGQING CHANGAN AUTOMOBILE COMPANY LIMITED CLASS A
GM GENERAL MOTORS COMPANY
VOW VOLKSWAGEN (VOW GR)
005380 KS HYUNDAI MOTOR UNTITLED
VOLV-B VOLVO AB-B SHS
STLA STELLANTIS N.V.
XPEV XPENG INC. ADR SPONSORED CLASS A
TSVT 2SEVENTY BIO INC
BCOW 1895 BANCORP OF WISCONSIN INC
PSNY GORES GUGGENHEIM INC
MBG MERCEDES BENZ GROUP AG
02015 LI AUTO INC
VOLCAR-B VOLVO CAR AB
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Wedbush Research
DPZ DOMINO'S PIZZA INC.
XENE XENON PHARMACEUTICALS INC
WSM WILLIAMS-SONOMA INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SAGE SAGE THERAPEUTICS INC.
NBIX NEUROCRINE BIOSCIENCES INC.
GME GAMESTOP CORP. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
CVCO CAVCO INDUSTRIES INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
STRO SUTRO BIOPHARMA
RH RESTORATION HARDWARE INC.
STOK STOKE THERAPEUTICS
SWTX SPRINGWORKS THERAPEUTICS
U UNITY SOFTWARE
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
LBPH LONGBOARD PHARMACEUTICALS
APP APPLOVIN CORP
ARHS ARHAUS INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Antoine Legault
- Matthew Bryson
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Tesla: How to frame the Robotaxi Opportunity?
There are reasons to be (very) optimistic about Tesla’s prospects in Robotaxi, and also reasons to be (very) cautious. This makes ideal ground for research, with many unknowns and many potential outcomes. In the work we publish today, we go beyond the believer / non-believer polarizing debate, and instead organize reasons to be optimistic and reasons to be cautious. From there, we outline key technological evolutions that will shape the opportunity, along with potential scenarios. We conclude ...
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