Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 19 May 2020
⏱️ 15 minutes
🧾️ Download transcript
Summary
➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news
➤ Tesla appears to be fully cleared for production in Fremont
➤ Tesla VP comments on Shanghai production ramp
➤ Panasonic reports quarterly earnings and comments on relationship with Tesla, battery plans
➤ Rumors continue to circulate around a Tesla factory in Texas, including a possible location
➤ Morgan Stanley issues update note on TSLA stock
➤ France looks to increase support for low-emission vehicles
➤ Uber lays off more employees, considers reducing important investments
➤ SpaceX denied funding after Elon Musk's battle with Alameda County
➤ Tesla to increase price of the Full Self-Driving Option on July 1st
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey, everybody Rob Maower here and today we have quite a few things to go through including the rise of the overall stock market today |
| 0:12.8 | Tesla's production status in Fremont and China. |
| 0:15.8 | Panasonic's earnings report and their comments on Tesla. |
| 0:18.4 | Rumors on Tesla in Texas and updated Morgan Stanley note, |
| 0:21.5 | EV policy in France, Uber, and some SpaceX news. and 813.63 cents that compared to the NASDAQ up 2.4 percent so Tesla trailed the NASDAQ |
| 0:35.9 | which itself trailed the S&P 500 and the Dow by about one percentage point. |
| 0:40.7 | Even with those indices you can see that there was some rotation |
| 0:43.4 | between sectors. We had outperformers from the last couple of months. |
| 0:47.2 | Underperforming Amazon was only up 7 tenths of a percent. |
| 0:50.3 | Netflix down half a percent. Alphabet up less than 1 percent, so relative to those stocks, |
| 0:55.0 | Tesla did pretty well, but compared to the other automakers, |
| 0:58.0 | Volkswagen was up 7 percent, GM Ford Fiat Chrysler, all up 8 to 10 percent, |
| 1:02.0 | Daimler up 11% on the day. |
| 1:03.6 | And then we had some of the harder hit stocks |
| 1:05.2 | like brick and mortar retailers up 7% or so on the day. |
| 1:08.2 | So I think money seemed to be rotating out of the higher flyers |
| 1:10.8 | back into those that are perceived as having a deep discount as things start to open up. |
| 1:14.8 | We start to see more retailers being allowed for curbside pickup or even potentially in-store operations. |
| 1:20.3 | And then the big macro news that we got today probably played into that as well, which if you have not heard yet, was a positive report from Moderna on their phase one trial for a coronavirus vaccination. |
| 1:32.0 | I do want to discuss this briefly and then we'll get |
| 1:33.8 | into the Tesla specific news but the usual preface here that this is not my area of |
| 1:37.4 | expertise just trying to do the best of reporting that I can and it's probably |
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