Tesla's market capitalization of 500 trillion won has been broken. Everyone is now suspicious of Tesla's growth potential.
I was thinking about whether I should buy them for the first time in a while
I held it in because I thought it wasn't supposed to catch a falling blade, but I lost more today. How far will Tesla's stock price adjustment continue? There will certainly be a bigger correction in the earnings announcement, and the real rise will be a variable on August 8 when FSD comes out. At that time, it was really
.
For now, there is no good news for Tesla right now.
Manufacturing is slow to change because it breathes long and has a large mass. Despite the fact that Tesla alone has changed at a tremendous rate in that slow industry, everyone is now calm about Tesla's 15th year of speed.
.
It is said that it will launch an autonomous taxi on August 8, but even if it starts commercial driving simultaneously in 13 states in the United States, the stock price will not be able to rebound significantly.
.
In fact, the self-driving premium is reflected in the current stock price.
.
Tesla's PER is 36 times the equivalent of a startup company. PBR is close to eight times.
Compared to Hyundai Motor, which is making electric vehicles properly after Tesla, its market capitalization is 50 trillion won, PER is 5.5 times, and PBR is 0.7 times.
It is still valued 10 times higher than Hyundai Motor in almost all indicators. Of course, Hyundai is not alone, so it is reasonable to combine Kia, so if the two are combined, the market capitalization is 100 trillion won and the PER is the same. The PBR is about 0.89. It can be said that the market capitalization is about one-fifth of Tesla.
.
The market's eyes will be on whether Tesla's market cap is still high.
.
Tesla's stock price is still high from a manufacturing company's point of view. Even if self-driving taxis start tomorrow, Tesla's stock price is difficult to change significantly. Its value is already reflected.
.
But again and again, the perspective of looking at Tesla can certainly have multiple perspectives.
.
Are you a manufacturer of electric vehicles?
Is it a real world AI company?
Is it an energy grid company?
Is it an AI robot company?
.
All of these are businesses that Tesla is truly engaged in, which is one thing that is certain. And it is still the most innovative company in its respective sectors.
.
However, the winner can't be overturned. It's not a situation where only the winner can win. The world is changing.
.
Sometimes I ask myself.
Do you want to buy Tesla stock?
Do you want to buy bitcoin?
.
I just want to buy both. I want to do this, but..
If you had to choose one?
Wow..
Honestly, I can't answer..
'미국주식 종목분석' 카테고리의 다른 글
IMF가 조기 금리인하에 회의적인 발표 (42) | 2024.04.17 |
---|---|
The reason for investing in Tesla is not (42) | 2024.04.17 |
The stock market has been a big adjustment since Israel and Iran started the war (39) | 2024.04.16 |
Currently, among the traditional safe haven assets such as American (40) | 2024.04.16 |
Starting with 20 million won per month in online (41) | 2024.04.16 |