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Tesla: Morgan Stanley Cautious Amid 'Near-Term Disruption in China and Slow Ramps in Berlin and Austin'

Morgan Stanley analyst Adam Jonas has reflected on Tesla (NASDAQ:TSLA) and the wider electric vehicle (EV) market amid mounting headwinds. The analyst notes that the supply chain...
Tesla: Morgan Stanley Cautious Amid 'Near-Term Disruption in China and Slow Ramps in Berlin and Austin' © Reuters. Tesla (TSLA): Morgan Stanley Cautious Amid 'Near-Term Disruption in China and Slow Ramps in Berlin and Austin'

Morgan Stanley analyst Adam Jonas has reflected on Tesla (NASDAQ:TSLA) and the wider electric vehicle (EV) market amid mounting headwinds.

The analyst notes that the supply chain is under “tremendous stress” as inflation is weighing on demand and capital markets are “less ebullient.”

“Tesla had a strong 1Q, but have investors factored in the Shanghai lockdowns? We’d allow room in the forecasts for near-term disruption in China and slow ramps in Berlin and Austin,” the analyst said in a client note.

He also discussed situations at Rivian (NASDAQ:RIVN) and Lucid (NASDAQ:LCID), which were forced to prioritize cost control over growth. When it comes to Ford (NYSE:F) and General Motors (NYSE:GM), the analyst asks “how can they spend cash they may not have?”

“Where will the battery metal come from? We believe many of the headline-grabbing EV sales targets made by traditional OEMs were made without fully contemplating the availability (and price) of critical battery materials. Material inflation must hit demand at some level. How does a 5x move in Lithium carbonate prices not impact affordability, and ultimately, unit volume?”

While Jonas remains a firm long-term EV bull, he said downside revisions for the adoption through mid-decade are possible. The analyst is especially concerned about the “FY24/25 to FY30 time horizon.”

“While we believe many geopolitical and economic and technological forces will drive higher EV penetration over time, we feel there may be material room to ‘push down the curve’ for the near term to allow for a necessary re-architecture of the supply chain and expansion of capacity to bring EVs to the price point required to fulfill the higher penetration scenarios,” Jonas added in a note.

By Senad Karaahmetovic

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BROKERS ĐƯỢC CẤP PHÉP
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27-05-2022 13:24:27 (UTC+7)

EUR/USD

1.0751

+0.0027 (+0.25%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (9)

Sell (1)

EUR/USD

1.0751

+0.0027 (+0.25%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (9)

Sell (1)

GBP/USD

1.2634

+0.0040 (+0.31%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (1)

Sell (7)

USD/JPY

126.89

-0.26 (-0.20%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (8)

Sell (0)

AUD/USD

0.7129

+0.0031 (+0.44%)

Summary

Sell

Moving Avg:

Buy (3)

Sell (9)

Indicators:

Buy (4)

Sell (5)

USD/CAD

1.2758

-0.0014 (-0.11%)

Summary

Neutral

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (1)

Sell (4)

EUR/JPY

136.41

+0.07 (+0.06%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

Sell (0)

EUR/CHF

1.0298

+0.0010 (+0.10%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (1)

Sell (6)

Gold Futures

1,852.83

+5.23 (+0.28%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (6)

Sell (2)

Silver Futures

22.097

+0.132 (+0.60%)

Summary

Sell

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (1)

Sell (4)

Copper Futures

4.2805

+0.0073 (+0.17%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (9)

Sell (0)

Crude Oil WTI Futures

113.75

-0.34 (-0.30%)

Summary

Neutral

Moving Avg:

Buy (1)

Sell (11)

Indicators:

Buy (4)

Sell (3)

Brent Oil Futures

113.81

-0.36 (-0.32%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (1)

Sell (8)

Natural Gas Futures

8.831

+0.022 (+0.25%)

Summary

↑ Buy

Moving Avg:

Buy (11)

Sell (1)

Indicators:

Buy (10)

Sell (1)

US Coffee C Futures

225.78

+8.73 (+4.02%)

Summary

↑ Sell

Moving Avg:

Buy (2)

Sell (10)

Indicators:

Buy (0)

Sell (7)

Euro Stoxx 50

3,740.31

+92.75 (+2.54%)

Summary

Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (2)

Sell (5)

S&P 500

4,057.84

+79.11 (+1.99%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (9)

DAX

14,231.29

+223.36 (+1.59%)

Summary

↑ Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (1)

Sell (6)

FTSE 100

7,564.92

+42.17 (+0.56%)

Summary

↑ Sell

Moving Avg:

Buy (2)

Sell (10)

Indicators:

Buy (1)

Sell (6)

Hang Seng

20,541.50

+425.30 (+2.11%)

Summary

↑ Sell

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (0)

Sell (6)

US Small Cap 2000

1,838.24

+39.07 (+2.17%)

Summary

Buy

Moving Avg:

Buy (11)

Sell (1)

Indicators:

Buy (5)

Sell (5)

IBEX 35

8,888.80

+128.60 (+1.47%)

Summary

↑ Sell

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (0)

Sell (7)

BASF SE NA O.N.

50.790

+1.325 (+2.68%)

Summary

Neutral

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (1)

Sell (4)

Bayer AG NA

65.90

+2.12 (+3.32%)

Summary

↑ Buy

Moving Avg:

Buy (11)

Sell (1)

Indicators:

Buy (5)

Sell (3)

Allianz SE VNA O.N.

198.80

+1.32 (+0.67%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (8)

Sell (0)

Adidas AG

176.76

+4.68 (+2.72%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (7)

Sell (0)

Deutsche Lufthansa AG

6.850

+0.073 (+1.08%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (5)

Sell (1)

Siemens AG Class N

118.52

+3.70 (+3.22%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (7)

Sell (0)

Deutsche Bank AG

10.414

+0.158 (+1.54%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (8)

Sell (0)

 EUR/USD1.0751↑ Buy
 GBP/USD1.2634↑ Sell
 USD/JPY126.89↑ Buy
 AUD/USD0.7129Sell
 USD/CAD1.2758Neutral
 EUR/JPY136.41↑ Buy
 EUR/CHF1.0298↑ Sell
 Gold1,852.83↑ Buy
 Silver22.097Sell
 Copper4.2805↑ Buy
 Crude Oil WTI113.75Neutral
 Brent Oil113.81↑ Sell
 Natural Gas8.831↑ Buy
 US Coffee C225.78↑ Sell
 Euro Stoxx 503,740.31Sell
 S&P 5004,057.84↑ Sell
 DAX14,231.29↑ Sell
 FTSE 1007,564.92↑ Sell
 Hang Seng20,541.50↑ Sell
 Small Cap 20001,838.24Buy
 IBEX 358,888.80↑ Sell
 BASF50.790Neutral
 Bayer65.90↑ Buy
 Allianz198.80↑ Buy
 Adidas176.76↑ Buy
 Lufthansa6.850↑ Buy
 Siemens AG118.52↑ Buy
 Deutsche Bank AG10.414↑ Buy
Mua/Bán 1 chỉ SJC
# So hôm qua # Chênh TG
SJC Eximbank6,830/ 6,940
(10/ 20) # 1,725
SJC HCM6,840/ 6,940
(10/ 10) # 1,725
SJC Hanoi6,840/ 6,942
(10/ 10) # 1,727
SJC Danang6,840/ 6,942
(10/ 10) # 1,727
SJC Nhatrang6,840/ 6,942
(10/ 10) # 1,727
SJC Cantho6,840/ 6,942
(10/ 10) # 1,727
Cập nhật 27-05-2022 13:24:29
Xem lịch sử giá vàng SJC: nhấn đây!
ↀ Giá vàng thế giới
$1,855.21+2.290.12%
Live 24 hour Gold Chart
ʘ Giá bán lẻ xăng dầu
Sản phẩmVùng 1Vùng 2
RON 95-V31.25031.870
RON 95-III30.65031.260
E5 RON 92-II29.63030.220
DO 0.05S25.55026.060
DO 0,001S-V26.35026.870
Dầu hỏa 2-K24.40024.880
ↂ Giá dầu thô thế giới
WTI$112.66+0.330.29%
Brent$113.77+0.670.59%
$ Tỷ giá Vietcombank
Ngoại tệMua vàoBán ra
USD23.030,0023.340,00
EUR24.263,1125.622,23
GBP28.523,9629.740,84
JPY177,60188,03
KRW15,9119,38
Cập nhật lúc 13:19:51 27/05/2022
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