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Analyst Comment

Dagens aktienyheder 04/04: Toldsatser og Tesla

By HC Andersen Capital
Tesla

Dagens aktienyheder 04/04: Toldsatser og Tesla

I dagens aktier med Friis ser vi ind på en uge, hvor en amerikansk præsident frivilligt valgte at sænke sit eget land for at klare en mulig trussel i fremtiden. Selv den danske midterregering gik ikke så vidt for at forklare hvor en sådan blev formet. Det er svært at finde en økonom der ikke kalder en recession, hvis de foreslåede toldsatser forbliver, så nu er risikoen for en sådan rimeligt 50/50. Hvordan skal man handle i en sådan situation og er markedet prissat til det. Tilmeld dig og stil spørgsmål. https://www.inderes.dk/videos/aktier-med-friis-uge-14-2025

Tesla - Full Self-Driving (FSD) ventes opskaleret i 2025, men toldsatser skaber usikkerhed, læs vores (One-pager) her: https://www.inderes.dk/research/tesla-one-pager-full-self-driving-fsd-ventes-opskaleret-i-2025-men-toldsatser-skaber-usikkerhed

Disclaimer: HC Andersen Capital modtager betaling fra de nævnte selskaber for en digital IR/Corporate Visibility abonnementsaftale.

/Jesper Thomsen, d. 04/04-2025 kl. 08:55.

Tesla Inc (Tesla) is an automotive and energy company. It designs, develops, manufactures, sells, and leases electric vehicles and energy generation and storage systems. The company produces and sells the Model Y, Model 3, Model X, Model S, Cybertruck, Tesla Semi, and Tesla Roadster vehicles.

Read more on company page

Forum discussions

I think it’s a poor decision for Musk to stubbornly stick to a camera-based system. As mentioned, the price difference of sensors will eventually...
6/3/2026, 8:14 AM
by Gold
13
When it comes to autonomous cars, the question has always been which will happen faster: Waymo/Nvidia etc. scaling the price point of LIDAR ...
6/3/2026, 7:58 AM
by Seinäkadun Keisari
1
I find this to be surprisingly significant news for Tesla. The thesis until now has been that Waymo is expensive and Tesla is cheap. Now Waymo...
6/3/2026, 7:33 AM
by marginaali
4
Well, not like this. It was already mentioned earlier that eu-evs.com fetches data with a delay and therefore cannot be used for a large sample...
6/3/2026, 5:57 AM
by skuuppia
1
Take another look. If you compare the 2024 curve (light blue curve) and this year’s curve, you can see that this year’s curve is ahead of the...
6/3/2026, 4:34 AM
by Miika21
1
Indeed, quite impressive performance! Once again, Skuuppia is thrilled. Here is the data in a slightly more informative format. I don’t see ...
6/2/2026, 9:02 PM
by Ken-guru
7
1.5 million is 375k per quarter. Q1 was 358k. Europe and RoW (Rest of World) are growing YoY, but the USA and China are not. It’s possible we...
6/2/2026, 7:43 PM
by MiamiFan
1