contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


tesla-one-pager-full-self-driving-fsd-ventes-opskaleret-i-2025-men-toldsatser-skaber-usikkerhed

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Equity Research Analyst

Philip Coombes

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.

My view has always been that profitable and growing car sales are needed to fund the development of autonomy and robotics in the future. Car sales are also among Musk’s goals; we are less than halfway there, and especially the target for FSD subscription volumes (10m) requires significant car sales well into the next decade. I can’t identify any specific driver from the February growth figures. Most likely, the Model Y line change last year, the new Standard/Y L models, the interest rate campaign in China, and growth in the ROW (Rest of World) market are behind it, but the relative impact of these is unclear. BYD’s sales might lag now that Chinese subsidies have ended, and they don’t export as much as Tesla.

Even if that seems to be the case, there is probably no reason for either side to steer the conversation away from the topic. Of course, if the current valuation is justified by car sales, as it was just a few years ago, then the point would be very relevant.  Undoubtedly surprisingly large positive growth figures. I wonder what is behind BYD’s slump in its home market and Tesla’s massive production growth in China? It is unlikely that the oil crisis card has had any effect on the February figures yet.

Usually, these things are reported based on what is happening in the market, even though some people want to believe in a grand conspiracy. A moment ago it was already stated that car sales don’t matter because of robotaxi and Optimus. From the link Kasleew shared earlier, you can clearly see that the number of unsupervised cars has not increased at all over the last couple of weeks. Robotaxi Tracker - Tesla & Waymo Fleet Dashboard

Well, now even Reuters is writing that Tesla’s February production in China is +91% (mentioning the “low comparison,” of course). BYD is doing a bit worse, with sales at -65%. Model Ys were also exported to Norway from China this quarter. When the global picture further includes tanker fires in the Strait of Hormuz and oil “demand destruction” kicks in through fuel prices, car sales could surprise to the upside. Oil prices and poor availability support EV sales better than purchase subsidies. https://www.reuters.com/business/autos-transportation/teslas-china-made-ev-sales-jump-91-february-2026-03-11/

Well, Toyota’s growth was quite strong in percentage terms too, around +4.6% yoy.

If you compare these figures on an annual basis, the effects of zero interest rates and such are factored out.  It wasn’t a very growth-driven year for either Tesla or Toyota last year.  However, Toyota Group sold 11 million cars globally, while Tesla sold 1.7–1.8 million cars.

February was strong. And you’re also right that in Finland, the Tesla buyer is a 95% broke engineer in the 30-45 age group who gets the car with heavy financing. (Fact) I’m eagerly looking forward to March.. heard the backlog is growing for the first time in a while and delivery times are long.. of course, with that valuation, they really need to sell a lot of cars.. (of course, those were at zero interest, so margins suffered)

Tesla

I dag offentliggør vi vores første one-pager på Tesla, som indeholder en kort beskrivelse af selskabet, et overblik over den aktuelle investeringscase med værdiansættelsesperspektiver ii forhold til en peer group, samt centrale risici og muligheder ved casen.

I dag offentligg&#xf8;r vi vores f&#xf8;rste one-pager p&#xe5; Tesla, som indeholder en kort beskrivelse af selskabet, et overblik over den aktuelle investeringscase med v&#xe6;rdians&#xe6;ttelsesperspektiver i forhold til en peer group, samt centrale risici og muligheder ved casen.
Tesla rapporterede en oms&#xe6;tning p&#xe5; USD 97,7 mia. og et normaliseret EPS p&#xe5; USD 2,42 for regnskabs&#xe5;ret 2024, hvilket var en smule under konsensusforventningerne. Selskabet fremh&#xe6;vede rekordh&#xf8;je leverancer og fortsatte omkostningsforbedringer, hvor produktionsomkostningerne pr. k&#xf8;ret&#xf8;j faldt til under USD 35.000. Tesla gentog sit fokus p&#xe5; skaleringen af Full Self-Driving (FSD), energilagring og den Optimus (humanoid robot) - initiativer, der anses som centrale for den langsigtede v&#xe6;rdiskabelse.
L&#xe6;s hele one-pageren for at f&#xe5; et dybere indblik og/eller stil sp&#xf8;rgsm&#xe5;l til analytikerne i HC Andersen Capital p&#xe5; Inderes.com.
Disclaimer: Dette materiale er udarbejdet uafh&#xe6;ngigt af HCA Invest og er kun til informationsform&#xe5;l. Det er ikke en anbefaling om at k&#xf8;be, s&#xe6;lge eller beholde aktier. HCA Invest &#xa0;p&#xe5;tager sig intet ansvar for rigtigheden eller fuldst&#xe6;ndigheden af indholdet. Forfatteren, Henrik Braasch, ejer ikke aktier direkte i Tesla. Philip Coombes kl. 14:47 den 03.04.2025, HCA Invest.&#xa0;

Tesla (One-pager): Full Self-Driving (FSD) ventes opskaleret i 2025, men toldsatser skaber usikkerhed

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