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home ֽ м

[м] ׽ 󸶳 ֳ?

̱ ġ ũ м

| Ʒ ġ÷Ŭ 22 ƴ Դϴ. ؿ ֽĿ ظ Ұϰ ΰ Ϲ ȸ մϴ. ġ÷Ŭ Ʒ ؿֽ 2~3ȸ Ұϸ ׿ Ʈ ǥ  ÷ Դϴ.
[: ڿ Ư ̱ ũ(valuewalk.com) Ʈ м 2~3 Ұմϴ. ̱ Ȳ ظ ּ  ߰ Դϴ. ũ ̱ ǥ ġ Ʈ ϳ ġڿ پ ڷḦ մϴ.]

 ּ - ׽ 3б ----------------------------------

׽ 22 3б ǥ߽ϴ. 忹ġ پѴ ȣ ½ϴ(5 б ). ׽ 3б 87.7޷(+45% yoy), 8.1޷(+210% yoy), ͷ 9.2% ޼߽ϴ. 14.5(+50.8% yoy, +76.3% qoq) б ְġ ߽ϴ.


(ó : Z)

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׽ ְ , ̷ ̻ Ⱦƾ ȭ

¦ ϳ . Ʒ ǥó ׽(NASDAQ: TSLA) ְ ؿ 4 ش ϱ?

[׸1] ׽ ְ : ⵵ ϱ?

Covid-19 ҵ ó ְ, Ȯ 2013̴.

׽ ȸ ׽ S ְ 360% ߴ. ׷ ڵ ׽ ô븦 ʹ ռ ȴٴ ˰ Ǿ. 6 ׽ ְ ü  ߴ.

׷ ֱ ڵ ׽ ٽ 2013 Ȳ Ƴְ ִ ϴ. ڵ ׽ ̷γ ̻Ρ Ⱦƾ ȭ ִ ر ׽ ְ ÷ȴ.

̿ ϰ, ׽ ְ  ǹ 캸 .

ڵüμ ׽ 尡ġ

ݿ ׽ 尡ġ(ðѾ) 3,930 ޷ Ѵ. ̴ ִ ڵ翴 Ÿ 尡ġ 2質 ̴.

׷ ۳ Ÿ 1,074 ڵ ݸ, ׽ ʴ ü 36 7,500 õǾ. ׷ ұϰ, ȸ 尡ġ ̷ ū ̰ ϴ ϱ?

׽ Ȱ , ̸ ξ ø ֱ ϱ? ׷ٸ ̷ ̸ Ϻδ ִ. ׷ ̹ ٿ , ڵ ǸŸ ξ ø ִ Ÿ.

Ÿ ڵ 19,000޷̸, 1޷ 0.06޷ ø ִ(ͷ 6%).

ݸ, ׽ ̺ ξ 63,000޷̴. ׷ ڸ ߴ κ б⿡ ׽ 1޷ 0.015޷ Ұߴ(ͷ 1.5%).

꿡 , ׽ 1⿡ 1,200 Ǹؾ߸ Ÿ ȴ.

[׸2] Ÿ ? ׽ 1200 Ⱦƾ

׷ ׽ ڵ簡 ƴ϶ ϴ ִ. ׽ ̸, ġ 򰡵Ǿ Ѵٴ ̴. ׷ٸ, μ ׽ 尡ġ .

μ ׽ 尡ġ

׽ ̱ .

⼭ ġ θ ̴ ġ ǥ ϳ PEG (ְ = PER EPS ) ̴. PEG ⺻ PER ǥ ׷ ǥ ִ.

PEG ֽ PER ̼ ǥ. PER PEG , ݴ PEG . PEG , Ϲ 1 ׸ŭ 򰡵 , 1 ׸ŭ 򰡵 .

Ʒ ǥ ׽, Ƹ, , ø, PEG ̴.

[׸3] ׽ Ŵ PEG

ǥ ֵ, ְ ѳ ִ ٸ 麸 ׽ 5 ̻̳ ̴. ׽ ̷ Ŵ ؾ ϴ ˾ƺ غô.

, ׽ ̷ Ŵ PEG ߱ ؼ 1,300 Ⱦƾ ϴ Դ. ׷ ̰ ̷ζ ϱ?

׽ 󸶳 ֳ?

Ѿ , Ϳ ū ִٴ ϰ Ѵ. ǥϴ ġ ׽ ͸ (BEV) װ ÷ ̺긮 (PHEV) ġ.

̺긮 η ε, ׽ ̺긮 ʰ ִ. 谡 ǥϴ κ ʹ ׽ 並 ũ ߻ϰ ִ ̴.

[׸4] ۷ι ; PHEV 츦
( : )


ǥ ׽ 尡ġ ȭϱ ؼ о߸ ؾ Ѵٴ ǹѴ. ͸ ϰ, ׿ ﵵ ȭ ̴.

ڵü ׽ õ ޷ ϰ , ߰ 꿡 ϴ ̴.

ٰ 츦 . Ŵ ڵ ٰ λ¿ ȸ ID.3 9 ϰ Ǹ ε ߴ. ׸ ڸ 븣--׽ ִ -- ׽ 3X Ǹŷ Ѿ ִ ̴.

׸ ߱ ׽ BYD ִ. 7 BYD ȸ (Han) , ̸ ׽ δ. 2 40,000 ̻ ֹ ߱ ְ Ʈ ȴ.

׸ ٸ ڵȸ鵵 ׳ ִ ƴϴ.

ƹ

׷ ׽--ڵμ μ-- ְ ȭϴ ޼ ɼ .

ӽũ װ ϰ ִ Ͽ , ׽ ְ ̴. ̷ ӽũ ڽŵ ׽ ְ Ѵٴ ̴.

׽ 100޷ ؿ ŷ , ӽũ ƮͿ ⿡ ׽ ְ ʹ ١ ִ. ׷ ׽ ְ ׶ 4質 ̴.

ٸ , μ ׷ ǽ ̴. <>

* ó: ɺþ(Dan Runkevicius), 꽺  ϴ ֳθƮ, TESLA HAS TO SELL MORE CARS THAN IS EVEN THEORETICALLY POSSIBLE," 2020 10 19, https://www.valuewalk.com/2020/10/teslas-market-value-car-sales/





ƮƮ ũα (2) ֱֱ(0)
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 Ѹ ( 1)

  1. | 20.10/31 14:19
    |
    մϴ ڳ׿~!^^
    ۾

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