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Tesla Daily: Tesla News & Analysis
Industry Demand Commentary, New UAW Target, BYD Earnings (10.30.23)
Oct 31, 2023
Topics discussed include TSLA stock fall after Panasonic earnings, UAW agreements with Stellantis and GM, semiconductor company warning of auto demand softening, BYD's record profits, Motor Trend's Highland suspension upgrades, Europe EV update, Cybertruck frunk, potential new seats for Model S, Hyundai's price cut for Ioniq 6, and Toyota's manual EV transmission development.
16:51
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Quick takeaways
- Panasonic's earnings report caused Tesla's stock to fall, but it indicates that EV demand is still increasing.
- The resolution of strikes with UAW and Stellantis and the strong earnings from BYD could impact Tesla's margins and put pressure on non-union OEMs.
Deep dives
Tesla stock down due to Panasonic's earnings report
Tesla's stock fell 4.8% as a result of Panasonic's earnings report, which discussed EV battery demand and the impact of price ceilings on high-end models. However, a closer look reveals that Panasonic's focus is on shifting their automotive battery business into a growth phase, indicating that demand for EVs is still increasing.
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