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
      researchContentUrl
    }
    ... 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 first message to this thread is generally about cars in the US, but there’s starting to be a pretty bad problem there with car loans (and other loans too, especially mortgages). About 30% of people trading in their cars owe more on their old car than they get for it in trade, and this negative equity is added to the price of the new car, which increases the monthly payment. The average monthly payment thus rises to an all-time high of $916. This increase in the monthly payment naturally takes away from other consumption, and fuel prices have of course risen there. Car loans have increased by 56% over the decade.                   ZeroHedge              Negative Equity Leaves 30% Of Car-Buyers Underwater On Trade‑Ins    “Consumers are on track to spend $49.4 billion on new vehicles this month, 13.9 percent lower than a year ago.”

From Tesla’s valuation perspective, it’s a valid question whether these quarterly car sales really matter much. In any case, if someone doesn’t happen to know how to find, for example, country-specific figures for Europe, below is one of many X accounts that follow the matter. https://x.com/piloly

Electrek – 2 Apr 26              Tesla (TSLA) Q1 2026 deliveries miss expectations at 358,000, builds 50,000...    Tesla delivered 358,023 vehicles in Q1 2026, missing the 365,645 consensus by 7,600 units. Production exceeded deliveries by over 50,000 vehicles, signaling deepening demand issues.         Est. reading time: 4 minutes                               Surprisingly low figures, apparently, the US market has taken a dive, as Europe is probably “semi-ok”. Terrible delivery numbers from Energy, maybe it’s still attributable to “fluctuations” for now. 50k cars were manufactured for inventory, which is a really large number and Q1 cash flow will take a pretty significant hit from this.

For your information, pedestrian-aware AEB (Autonomous Emergency Braking) became mandatory in the EU for all new cars in 2024, while a similar requirement in the US is only coming in 2029. So much for focusing on active safety. Indeed, it’s better to stop here.

It’s clear when EuroNCAP emphasizes more what kind of impact a pedestrian receives in a collision. In the USA, this is not done, as tests are based on active safety. Large pickup trucks and SUVs will severely run over a pedestrian regardless of rounded edges, just like trucks do. I will not continue this discussion, as personal attacks will not stop otherwise. In Europe, Model Y and 3 have received top scores in EuroNCAP tests - and these models truly matter. Hopefully, FSD’s (Full Self-Driving) approval won’t become a matter of industrial policy.

Would you like to elaborate on this? How is active safety emphasized in the US, and how is it reflected, for example, in regulations? I’m starting to feel like you don’t really have a clue about this.  Well, what tests do you need to prove that sharp edges on the front of a car are not a very good thing in terms of pedestrian collisions?

I don’t believe this kind of attention raises the forum’s quality, nor does it seem to offer any earning potential for a fan forum. I hope things stay under control this time.  Interpret it however you wish. I am well aware that Europeans and Americans test car safety differently, just as they interpret autonomous driving – figure out yourself why there’s no lateral acceleration rule in the USA. However, this difference doesn’t mean that the European way is somehow absolutely better. The point was that the emphasized pedestrian passive safety in Europe cannot compensate for deficiencies in active safety. Car safety tests are also industrial policy aimed at protecting domestic industry, and a good indicator of this is that the Cybertruck’s safety was dismissed in Europe without a single test. It sounds like an excuse to say that “we experts already know about passive safety even without a test.”

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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