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DB on TSLA

DB on TSLA# Stock

v*e2015-04-27 07:04

1 楼

Deutsche Bank is positive on the impact of Tesla Motors (TSLA +4.9%)
entering the home energy and presents an upside outlook ahead of the
consensus Street view."The bull case would be that this business could
potentially add $5 to our 2020 EPS estimate of $20. At 20x P/E, this would
equate to $100 per share," reads the note from DB.Tesla is rated a Buy at
Deutche with a price target of $245.Shares of Tesla are at 2015 highs on pre
-announcement enthusiasm.Thursday is when the company makes its presentation
.

j*n2015-04-27 07:04

2 楼

这种预测的target price一般应该怎么解读？

q*x2015-04-27 07:04

3 楼

bs

【在 j*****n 的大作中提到】

: 这种预测的target price一般应该怎么解读？

j*n2015-04-27 07:04

4 楼

明了，多谢！

【在 q**x 的大作中提到】

: bs

q*x2015-04-27 07:04

5 楼

you bet.
you need to have different strategies for different types of companies.TSLA
is a growing company, not sure about your strategy. price target does not
mean much in long term...

【在 j*****n 的大作中提到】

: 明了，多谢！

j*n2015-04-27 07:04

6 楼

比如现在拿着TSLA或者其他growth company，一般是如何规避短期风险？是卖点
covered call还是干脆该干嘛干嘛不理会短期的波动。卖过covered call，但是选的
strike不好，经常被踢出去。

TSLA

【在 q**x 的大作中提到】

: you bet.
: you need to have different strategies for different types of companies.TSLA
: is a growing company, not sure about your strategy. price target does not
: mean much in long term...

v*e2015-04-27 07:04

7 楼

Direction or shift in direction is much more important that the number.
Especially ones by bulge bracket firms like GS, MS and DB

【在 j*****n 的大作中提到】

: 这种预测的target price一般应该怎么解读？

j*n2015-04-27 07:04

8 楼

多谢！

【在 v****e 的大作中提到】

: Direction or shift in direction is much more important that the number.
: Especially ones by bulge bracket firms like GS, MS and DB

U*72015-04-27 07:04

9 楼

TSLA我从 120 开始，一直拿到 250。。后来205 又重新买回。。电车坑定是一个趋势
，市场份额会越来越大。TSLA是汽车行业里的 apple, 虽然现在公司还亏钱，但是wall
street favor Elon Musk.. 看看amazon 这么多年PE 高得离谱，而且几乎不挣钱，股
价照样节节高（当年我还试着烧过amzn,很惨痛的教训）。
follow the market sense..

v*e2015-04-27 07:04

10 楼

赞。我也是从120开始不断增持的。没卖过。

wall

【在 U****7 的大作中提到】

: TSLA我从 120 开始，一直拿到 250。。后来205 又重新买回。。电车坑定是一个趋势
: ，市场份额会越来越大。TSLA是汽车行业里的 apple, 虽然现在公司还亏钱，但是wall
: street favor Elon Musk.. 看看amazon 这么多年PE 高得离谱，而且几乎不挣钱，股
: 价照样节节高（当年我还试着烧过amzn,很惨痛的教训）。
: follow the market sense..

m*e2015-04-27 07:04

11 楼

."The bull case would be that this business could
potentially add $5 to our 2020 EPS estimate of $20. At 20x P/E, this would
equate to $100 per share,"
这个又是画大饼的BS analysis:
1) note 里明说了,market potential不明
2）bull case是 2020年增加$100 股价
今天涨了$20，Pump痕迹明显。历史上没有基本面的Pump过后必定有大Dump。

v*e2015-04-27 07:04

12 楼

the math doesn't matter. it's all about sentiment when it comes to these
cult stocks. if 200ma gets reclaimed and solidified, it can go to $300
without much resistance. it's all about what mood mr. market is in. that's
fundamentally why these large banks can move stock prices with research
notes. it's all packaging and advertising, kind of like presidential
campaigns...

【在 m***e 的大作中提到】

: ."The bull case would be that this business could
: potentially add $5 to our 2020 EPS estimate of $20. At 20x P/E, this would
: equate to $100 per share,"
: 这个又是画大饼的BS analysis:
: 1) note 里明说了,market potential不明
: 2）bull case是 2020年增加$100 股价
: 今天涨了$20，Pump痕迹明显。历史上没有基本面的Pump过后必定有大Dump。

m*e2015-04-27 07:04

13 楼

I agree with your point. But storage business is really shy for TSLA to brag
from FA point of view. Just be very cautious at this point, after $50 run
up from bottom, investment bank can pump but also dump stocks. Check the MS
AJ's pump last Feburary, pump from $210 to $265 then dump to $177.

【在 v****e 的大作中提到】

: the math doesn't matter. it's all about sentiment when it comes to these
: cult stocks. if 200ma gets reclaimed and solidified, it can go to $300
: without much resistance. it's all about what mood mr. market is in. that's
: fundamentally why these large banks can move stock prices with research
: notes. it's all packaging and advertising, kind of like presidential
: campaigns...