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2021-12-30

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Citi nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote>

Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings es

Citi nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote>

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EPS estimates for the next fiscal year are $9.20 from $7.87.<blockquote>Michaeli仍给予特斯拉（纳斯达克：TSLA）卖出评级，但将目标价从每股236美元上调至262美元。下一财年的每股收益预计为9.20美元，而不是7.87美元。</blockquote>&#34;Despite some known near-term margin headwinds (new capacity ramping, supply-chain/commodities), we believe that EV supply/demand will remain strong enough to continue driving YoY margin expansion, particularly in the U.S., where Tesla’s share is strongest,&#34; he writes in a note.<blockquote>“尽管近期存在一些已知的利润率阻力（新产能增加、供应链/大宗商品），但我们相信电动汽车的供应/需求将保持强劲，足以继续推动利润率同比扩张，特别是在特斯拉份额最大的美国，”他在一份报告中写道。</blockquote>&#34;Our Sell rating reflects our view of risk/reward at the current valuation, which we believe embeds expectations for Tesla selling ~20mln units by ~2030, an implied market share outcome that is not supported by our prior market analysis, and a clear lead in AV/FSD revenue pools (RoboTaxi, subscriptions/sharing), which our latest AV industry assessment does not support.&#34;<blockquote>“我们的卖出评级反映了我们对当前估值下的风险/回报的看法，我们认为这包含了特斯拉到2030年销量约2000万辆的预期，这是一个隐含的市场份额结果，但我们之前的市场分析并不支持这一结果。AV/FSD收入池（RoboTaxi、订阅/共享）的明显领先地位，我们最新的AV行业评估不支持这一点。”</blockquote>If &#34;we look at the time when a handful of other companies neared Tesla’s current market cap, they did so generating ~8x more gross profit (on average) than Tesla’s current 2021 consensus and ~3x more than Tesla’s 2025 consensus,&#34; he adds.<blockquote>如果“我们看看其他少数公司接近特斯拉当前市值的时间，他们产生的毛利润（平均）比特斯拉当前2021年共识高出约8倍，比特斯拉2025年共识高出约3倍，”他补充道。</blockquote>General Motors(NYSE:GM) keeps its Buy rating with the target moving to $96 from $90. EPS estimates rise to $7.01 from $6.76.<blockquote>通用汽车(NYSE：GM)维持买入评级，目标价从90美元上调至96美元。每股收益预期从6.76美元升至7.01美元。</blockquote>&#34;GM remains our top pick, with a long-term upside case to ~$200/share,&#34; he says. &#34;Though the shares have underperformed since the recent departure of Cruise’s CEO, we still view GM’s upcoming CES EV unveilings as a likely positive catalyst for the stock.&#34;<blockquote>“通用汽车仍然是我们的首选，长期上涨空间约为每股200美元，”他表示。“尽管自Cruise首席执行官最近离职以来，该股表现不佳，但我们仍然认为通用汽车即将推出的CES EV可能是该股的积极催化剂。”</blockquote>Ford(NYSE:F) stays at Neutral. The price target goes to $23 from $20 and EPS estimates for the next fiscal year go up to $2.01 from $1.90.<blockquote>福特（纽约证券交易所股票代码：F）保持中性。目标价从20美元上调至23美元，下一财年每股收益预期从1.90美元上调至2.01美元。</blockquote>&#34;We continue to see greater relative upside at GM, but we maintain a constructive stance on Ford, as the long-term risk/reward proposition continues to improve.&#34;<blockquote>“我们继续看到通用汽车的相对上涨空间更大，但随着长期风险/回报主张不断改善，我们对福特保持建设性立场。”</blockquote></body></html><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Citi nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCiti nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-12-30 22:00\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings estimates on three automakers, whilekeeping ratings the same.<blockquote><html><head></head><body>花旗汽车分析师Itay Michaeli指出，第四季度三家汽车制造商的价格目标和盈利预期强劲，同时保持评级不变。</body></html></blockquote><img src=\"https://static.tigerbbs.com/4110f8ad2ad852d819c8751b675657c3\" tg-width=\"1536\" tg-height=\"1023\" width=\"100%\" height=\"auto\"/>wellesenterprises/iStock Editorial via Getty Images<blockquote>wellesenterprises/iStock社论来自Getty Images</blockquote>Michaeli still has a Sell rating on Tesla(NASDAQ:TSLA), but raises the price target to $262 per share from $236. EPS estimates for the next fiscal year are $9.20 from $7.87.<blockquote>Michaeli仍给予特斯拉（纳斯达克：TSLA）卖出评级，但将目标价从每股236美元上调至262美元。下一财年的每股收益预计为9.20美元，而不是7.87美元。</blockquote>&#34;Despite some known near-term margin headwinds (new capacity ramping, supply-chain/commodities), we believe that EV supply/demand will remain strong enough to continue driving YoY margin expansion, particularly in the U.S., where Tesla’s share is strongest,&#34; he writes in a note.<blockquote>“尽管近期存在一些已知的利润率阻力（新产能增加、供应链/大宗商品），但我们相信电动汽车的供应/需求将保持强劲，足以继续推动利润率同比扩张，特别是在特斯拉份额最大的美国，”他在一份报告中写道。</blockquote>&#34;Our Sell rating reflects our view of risk/reward at the current valuation, which we believe embeds expectations for Tesla selling ~20mln units by ~2030, an implied market share outcome that is not supported by our prior market analysis, and a clear lead in AV/FSD revenue pools (RoboTaxi, subscriptions/sharing), which our latest AV industry assessment does not support.&#34;<blockquote>“我们的卖出评级反映了我们对当前估值下的风险/回报的看法，我们认为这包含了特斯拉到2030年销量约2000万辆的预期，这是一个隐含的市场份额结果，但我们之前的市场分析并不支持这一结果。AV/FSD收入池（RoboTaxi、订阅/共享）的明显领先地位，我们最新的AV行业评估不支持这一点。”</blockquote>If &#34;we look at the time when a handful of other companies neared Tesla’s current market cap, they did so generating ~8x more gross profit (on average) than Tesla’s current 2021 consensus and ~3x more than Tesla’s 2025 consensus,&#34; he adds.<blockquote>如果“我们看看其他少数公司接近特斯拉当前市值的时间，他们产生的毛利润（平均）比特斯拉当前2021年共识高出约8倍，比特斯拉2025年共识高出约3倍，”他补充道。</blockquote>General Motors(NYSE:GM) keeps its Buy rating with the target moving to $96 from $90. EPS estimates rise to $7.01 from $6.76.<blockquote>通用汽车(NYSE：GM)维持买入评级，目标价从90美元上调至96美元。每股收益预期从6.76美元升至7.01美元。</blockquote>&#34;GM remains our top pick, with a long-term upside case to ~$200/share,&#34; he says. &#34;Though the shares have underperformed since the recent departure of Cruise’s CEO, we still view GM’s upcoming CES EV unveilings as a likely positive catalyst for the stock.&#34;<blockquote>“通用汽车仍然是我们的首选，长期上涨空间约为每股200美元，”他表示。“尽管自Cruise首席执行官最近离职以来，该股表现不佳，但我们仍然认为通用汽车即将推出的CES EV可能是该股的积极催化剂。”</blockquote>Ford(NYSE:F) stays at Neutral. The price target goes to $23 from $20 and EPS estimates for the next fiscal year go up to $2.01 from $1.90.<blockquote>福特（纽约证券交易所股票代码：F）保持中性。目标价从20美元上调至23美元，下一财年每股收益预期从1.90美元上调至2.01美元。</blockquote>&#34;We continue to see greater relative upside at GM, but we maintain a constructive stance on Ford, as the long-term risk/reward proposition continues to improve.&#34;<blockquote>“我们继续看到通用汽车的相对上涨空间更大，但随着长期风险/回报主张不断改善，我们对福特保持建设性立场。”</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3784120-citi-nudges-up-price-targets-estimates-on-tesla-gm-and-ford\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3784120-citi-nudges-up-price-targets-estimates-on-tesla-gm-and-ford","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149071777","content_text":"Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings estimates on three automakers, whilekeeping ratings the same.wellesenterprises/iStock Editorial via Getty ImagesMichaeli still has a Sell rating on Tesla(NASDAQ:TSLA), but raises the price target to $262 per share from $236. EPS estimates for the next fiscal year are $9.20 from $7.87.\"Despite some known near-term margin headwinds (new capacity ramping, supply-chain/commodities), we believe that EV supply/demand will remain strong enough to continue driving YoY margin expansion, particularly in the U.S., where Tesla’s share is strongest,\" he writes in a note.\"Our Sell rating reflects our view of risk/reward at the current valuation, which we believe embeds expectations for Tesla selling ~20mln units by ~2030, an implied market share outcome that is not supported by our prior market analysis, and a clear lead in AV/FSD revenue pools (RoboTaxi, subscriptions/sharing), which our latest AV industry assessment does not support.\"If \"we look at the time when a handful of other companies neared Tesla’s current market cap, they did so generating ~8x more gross profit (on average) than Tesla’s current 2021 consensus and ~3x more than Tesla’s 2025 consensus,\" he adds.General Motors(NYSE:GM) keeps its Buy rating with the target moving to $96 from $90. EPS estimates rise to $7.01 from $6.76.\"GM remains our top pick, with a long-term upside case to ~$200/share,\" he says. \"Though the shares have underperformed since the recent departure of Cruise’s CEO, we still view GM’s upcoming CES EV unveilings as a likely positive catalyst for the stock.\"Ford(NYSE:F) stays at Neutral. The price target goes to $23 from $20 and EPS estimates for the next fiscal year go up to $2.01 from $1.90.\"We continue to see greater relative upside at GM, but we maintain a constructive stance on Ford, as the long-term risk/reward proposition continues to improve.\"","news_type":1,"symbols_score_info":{"TSLA":0.9,"GM":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2223,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}