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Tesla/Enphase Etc: Diamonds in plain site

With the new tax plan in effect, companies that had major profitability are now going to get more demand.
For example Tesla had approx 20% margin per vehicle profit. They cut their prices and now are included in the tax incentives giving them $7500 decrease in their sticker price without it hurting their bottom line. This is not only for their cars, but their other products.
Why this is important? The green leaders with high profit margins can lower prices and compete with cheaper alternatives. Cheaper alternatives like BYD, and even the same expensive manufacturers like NIO and Lucid can’t cut prices like Tesla since they have super low margin (some are even producing vehicles at a loss).
So the goal I believe is to find these companies. The market hasn’t priced these into them. By basic supply demand, a Tesla that was once approx 55k can be 35k after the price cut and tax incentives. Not only increasing demand but also keeping them profitable per car leaving competition ina conundrum. How do they raise more money in a high interest and recessionary environment?
Earnings may be good for Tesla this week. But I’m interested in earnings for Tesla in April.
Are there other companies you think that’ll be positively impacted by the tax incentives that currently don’t have them priced in?
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