International Registrations, Gigafactory 4 Land, Tencent Partnership, Model 3 Code (12.20.19)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 21 December 2019
⏱️ 16 minutes
🧾️ Download transcript
Summary
- Looking at quarter-to-date vehicle registrations in China and Europe
- Gigafactory 4 land agreement
- Tencent partners with Tesla on upcoming software update
- Interesting things tucked away in Model 3 code
- Mercedes may be cutting back on AMG lineup
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hello and welcome to the Friday December 20th |
| 0:09.7 | 2019 edition of Tesla Daily on Official Tesla Podcast. |
| 0:13.5 | My name is Rob Maurer, we have some news to go through today, and I also wanted to take a look |
| 0:17.1 | at international vehicle registrations as we near the end of the quarter. |
| 0:22.0 | Tesla stock continued to rise today, though not as high as we saw in the pre-market and early trading, |
| 0:27.2 | finishing the day up 0.4 percent to $405.59 cents, that compared to the the NASDAQ also up 0.4 percent. |
| 0:35.0 | All right, let's start with vehicle registrations and we're going to look at China, the Netherlands, |
| 0:39.6 | Norway and Spain, as we get a pretty good quarter to date updates in those markets. |
| 0:44.6 | As we learned in the Alex Potter interview, China aggregates registration data. |
| 0:49.3 | It's probably not perfect and it's going to lag behind actual deliveries but still |
| 0:53.9 | interesting to look at nonetheless and then as we've discussed in the past from |
| 0:57.8 | the Netherlands Norway and Spain we get daily updates on registrations so |
| 1:02.3 | really good live data as we move through the |
| 1:04.6 | quarter. So on China yesterday Bloomberg reported on this and they are citing the |
| 1:08.7 | China Automotive Information Net as aggregating this data and they're reporting that just under 5600 |
| 1:16.3 | Tesla's were registered in China in the month of November. That compares to |
| 1:20.7 | 393 in November of last year. |
| 1:24.6 | Now it's just a one month look, so as we know, |
| 1:26.9 | those aren't necessarily material. |
| 1:28.6 | A better comparison would probably be |
| 1:30.4 | to the first two months of Q3. |
| 1:32.1 | So let's take a look at how those compare. |
... |
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