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Sep. 5, 2015, 12:02 PM
- News in the automobile industry this week continues to indicate seismic changes are coming.
- The Silicon Valley factor: A deeper commitment by Apple and Google in the automobile sector is widely anticipated, although an all-in bet on the manufacturing side is still considered a reach. Key acquisitions, partnerships, or joint ventures in software, self-driving technology, and infotainment systems could sort out the winners from the losers. German players BMW (OTCPK:BAMXY) and Mercedes-Benz (OTCPK:DDAIF) could be in the mix.
- The Sergio factor: Though the Fiat Chrysler Automobiles (NYSE:FCAU) CEO continues to make some bold projections on the powerful merger synergies a tie-up with General Motors (NYSE:GM) would create, his math works for other combinations within the industry as well. Nissan (OTCPK:NSANY), Tata Motors (NYSE:TTM), Honda (NYSE:HMC), and Volvo (OTCPK:GELYF) are each struggling in various markets.
- The Tesla factor: Tesla Motors (NASDAQ:TSLA) has engaged in a war of words with Toyota (NYSE:TM) in the electric vs. hydrogen debate. The EV automaker is also in a race with General Motors and Nissan over developing a mass-market EV with the driving range and sticker price to sell at scale. There's also been a tug-of-war over employees with Silicon Valley counterpart Apple. With so many enemies, some analysts think Tesla needs more friends in the space. Who has the ~$40B-$50B to buy out Elon or the moxie to strike a strategic partnership?
- Looking for a wildcard? Sony (NYSE:SNE) CEO Kazuo Hirai told the Financial Times this week that his company would absolutely partner with an automobile company if a deal makes sense.
Sep. 3, 2015, 9:38 AM
- The timetable by Tesla Motors (NASDAQ:TSLA) to introduce its mass-market Model 3 in two years appears to give the Chevrolet Bolt EV a head start with EV buyers in the $30K-$35K range.
- Though development on the Bolt has been quieter than the news coming out of Fremont, Reno, and Elon Musk's twitter account - GM is reported to have hand-built protypes up and running and sales to consumers planned for 2017. Early review for the Bolt could be important with Tesla having a solid track record of dazzling reviewers with performance on the EV high-end.
- Nissan (OTCPK:NSANY) is also player in the mass-market EV market with a new long-range Leaf in the works.
- Ford (NYSE:F) has denied reports it's working on a long-range EV. If the Los Angeles Auto Show comes and goes in late November with no official announcement from Ford, then it may indicate the Detroit automaker will sit out the initial battle.
- Toyota (NYSE:TM) isn't a pure EV player, but is busy with its hydrogen-powered Mirai introduction and has the well-established Prius program cycling along.
- EV sales watch: InsideEVs.com 2015 sales scorecard
Sep. 2, 2015, 4:41 PM| Sep. 2, 2015, 4:41 PM | 449 Comments
Sep. 1, 2015, 3:38 PM
- Tesla Model X buyers at the top of the reservation list have begun to make their configuration choices. Many of the selection choices are being shared on the Tesla Motors Club board.
- Another potential rival to Tesla (NASDAQ:TSLA) in China is starting to make some headway. NextEV is backed by some notable China-based investors, including Tencent, and has some well-known designers and engineers in the fold. The startup hopes to introduce a high-performance EV model in 2016.
- Shares of Tesla are down 4.1% to $238.94.
Sep. 1, 2015, 6:58 AM
- Tesla Motors (NASDAQ:TSLA) names Jochen Rudat to be its top executive in Germany to replace the departing Philipp Schroeder.
- Rudat has been manning the automaker's business in Switzerland.
- Germany is a more challenging market for Tesla than some other European nations due to the lack of EV incentives to buyers.
Aug. 31, 2015, 9:31 AM
- Tesla Motors (TSLA -0.1%) and the extreme bullishness by Morgan Stanley's Adam Jonas was the topic of an opinion piece in The New York Times over the weekend.
- The timing of Jonas' sweeping bullish notes on Tesla and his price target boosts were called out as was his investment firm's standing as an underwriter on Tesla stock offerings.
- The Jonas factor has been the subject of many SA comment threads in the past.
Aug. 28, 2015, 8:25 AM
Aug. 27, 2015, 7:03 AM| Aug. 27, 2015, 7:03 AM | 266 Comments
Aug. 25, 2015, 7:34 AM| Aug. 25, 2015, 7:34 AM | 16 Comments
Aug. 24, 2015, 9:45 AM
- Automaker stocks are one of the hardest hit sectors in early trading.
- Concerns over demand in China and ambitious capacity growth in the automobile industry have been raised to a new level.
- Notable decliners include General Motors (GM -5.4%), Ford (F -5.6%), Toyota (TM -6%), Honda (HMC -5.9%), and Tesla Motors (TSLA -6.1%).
Aug. 20, 2015, 7:47 AM
- Consumer Reports issues some details on its testing of the Tesla Motors (NASDAQ:TSLA) Model S P85D.
- Accident avoidance maneuver: The P85D impressed by making it through a test at a speed similar to a performance car.
- Acceleration: The model reached 60 mph in 3.5 seconds vs. the advertised 3.17 seconds. CR isn't quite convinced the new "Ludicrous" mode will drop the acceleration time down to 2.8 seconds.
- Braking: The P85D again tested at a level similar to a high-performance sports car instead of a luxury sedan.
- A full report will be issued by Consumer Reports on August 27.
Aug. 17, 2015, 9:58 AM
- Morgan Stanley's note on Tesla Motors (TSLA +3.8%) is short on delivery and earnings projections, but full of confidence over the capability of the company to leverage its leadership in autonomous technology and networked machine learnings over the long haul.
- The investment firm thinks Tesla will disclose a business plan in the next 12 to 18 months on how Tesla Mobility 1.0 (shared mobility) will be integrated into the Model 3.
- Over a million shares of Tesla have swapped hands in the first 20 minutes of trading with the MS note in the forefront.
- Previously: Tesla Motors higher after massive Morgan Stanley PT boost (Aug. 17 2015)
Aug. 17, 2015, 9:15 AM
Aug. 17, 2015, 7:16 AM
- Tesla Motors (NASDAQ:TSLA) is higher in early trading after receiving a large price target boost from Morgan Stanley.
- The investment firm pushes in with a PT hike to $465 from $280 to mark a new Street high from a major name.
- Tesla's expertise in autonomous technology and its ability to work out manufacturing inefficiencies set it up for share gains, reasons MS.
- TSLA +4.96% premarket to $255.20.
Aug. 14, 2015, 7:01 AM
Aug. 13, 2015, 10:18 AM
- Tesla Motors (NASDAQ:TSLA) is poised to announce a partnership with two dozen garages in Manhattan later today, tips the The New York Times.
- The initiative is aimed at making it easier for New Yorkers to own and charge Tesla EVs.
- The charging capacity at the NYC garages will add 58 miles of range per hour, faster than a home charging set-up - but slower than the highway superchargers.
- Shares of Tesla are up 2.42% to $243.93 after the company announced a well-anticipated secondary offering of $500M-$575M worth of shares.
- Previously: Tesla Motors sets $500M stock offering
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