10/27/2016《Tesla 起死回生了吗？》
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作者: 雅歌 , 发表于: 2016-10-27 (2757天前)

根据CNBC的报导（http://www.cnbc.com/2016/10/26/tesla-reports-third-quarter-earnings.html）：

In a conference call Wednesday night, Tesla CEO Elon Musk said the company currently believes the fourth quarter will be profitable excluding non-cash stock-based expenses, and added there is a "chance" Tesla will be profitable even taking those things into account.
Tesla said it earned 71 cents a share on an adjusted basis in the third quarter on $2.3 billion in revenue. Analysts expected a loss of 54 cents per share on $1.98 billion in revenues, according to a Thomson Reuters consensus estimate.

The company cited new product launches, increased store efficiency, and new store openings as some of the major factors driving third-quarter results. The company added its recent improvements to its self-driving hardware position it for additional market share gains.
The earnings come weeks after Tesla announced record delivery and production numbers, beating out second-quarter delivery and production numbers by 70 percent and 37 percent, respectively.
For the second half of 2016, Tesla continues to back its forecast of 50,000 new vehicle deliveries, with a fourth-quarter plan of just over 25,000 deliveries.
Orders also remained strong, with combined net orders in the third quarter for the Model S and Model X rising 68 percent from the same period a year ago. Meanwhile, the company hit record production levels of 25,185 vehicles, or a gain of 37 percent from the second quarter, and an increase of 92 percent from the third quarter.

The Model X grabbed 6 percent of the U.S. large luxury SUV market during the quarter, according to the company. Tesla said that the large luxury SUV category represents a tremendous growth opportunity for the Model X, since it is three times the size of the large luxury sedan market, where the Model S fits.
Still, the Model S, which was launched more than four years ago, and it continues to grab market share. In the U.S., which is Tesla's most mature market, Model S deliveries grew nearly 60 percent year over year, the company said. That rate helped push it to a 32 percent share of the top 12 selling large luxury sedans, and "significantly outpaced" the U.S. large luxury sedan category's sales growth, it said.

Tesla also said it was on track to meet is goal of improving automotive gross margins by 2 to 3 percentage points on a GAAP and non-GAAP basis by the end of the year. (Non-GAAP automotive gross margins exclude ZEV credits and SBC.)

Capital expenditures this year are expected to be about $1.8 billion as it continues to focus on capital efficiency. For the past three quarters, capital expenditures totaled $759 million, the company said.

As of Sept. 30, Tesla said it had about $3.1 billion in cash and cash equivalents, compared with $3.2 billion at the end of the second quarter. The company invested $248 million toward increasing production capacity, Gigafactory construction, and growing the company's customer support infrastructure.

Tesla was also able to pay off $600 million in debt, and said it also improved liquidity by securing up to $300 million for its vehicle leasing program.

Construction on the company's Gigafactory and Model 3 development are still on schedule to support volume Model 3 production and deliveries in the latter half of 2017.
The results sent a positive tone as Tesla readies for a shareholder vote over its planned acquisition of SolarCity on Nov. 17. The company plans to announce new financing information about the deal on Nov. 1.

On Friday, Tesla is expected to reveal a solar roof product it is developing with SolarCity,
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从上面的报导，得知：
1。Q3是Tesla 第二次有盈利的季度，是许久以来首次恢复盈利。
2。Elon Musk 认为Q4 会有盈利，即使扣除给员工的股票之后，也还可能会有盈利。
3。Q2结束时Tesla手上有32。5亿元的现金（不是32亿元），这部分是发新股带来近10亿元。Q3 结束时还有31亿元，这是近期燃烧现金最少的季度，过去至少每季度要燃烧5-10亿美元。

4。在财报未出来之前，Elon Musk宣称并购Solar City之后，不需要再次筹资（发行新股票，增加贷款）。所以这一次财报后，果然账面上出现盈利， 燃烧的现金不过1.5亿美元。

5。Elon Musk 认为Solar City可能是现金的贡献者。根据过去，Solar City每一个季度都亏钱，都在燃烧现金。

TSLA和Solar City的股票因此大涨约5%。

未完待续。。。

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跟贴补充：

TSLA不要买，这是陷阱。若是涨到225元以上，可以放心做空！俺认为TSLA所谓的赚钱是假的，是会计上的操作！因为Elon知道不这么做不行了，会发生信用危机！