We are updating our model to reflect Tesla’s 10-K. We are not making changes to our Overweight rating or our $300 price target (based on DCF with WACC = 13.5%). After reviewing Tesla’s annual report, we think three topics warrant attention. First, while most investors…
With this report, we lay out an ecosystem of stocks exposed to the Electric Vehicles value chain. While this note…
Highlights for Jan: 1) Upstream: Softened lithium price in a calm market; 2) Midstream: Power battery installation and production volume…
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We are updating our model to reflect Tesla’s 10-K. We are not making changes to our Overweight rating or our $300 price target (based on DCF…
