※ 引述《ilw4e (可以吃嗎？)》之銘言：
: 推 nzej723yyip: 坐等ilwe4 qwert1122之類的先知們 發表高見一下 10/25 05:56
: 科科還點名我，妖股果然是信徒在買的XD
: 奇怪也就講講tsla的現實而已信徒就不高興了，之前不就只是講這篇：
: #1RP10gsb
: https://www.ptt.cc/bbs/Stock/M.1533284394.A.DA5.html
: Musk上次就說了會轉虧為盈阿，但怎麼轉的？奇蹟嗎？當然不是，各種會計
: 能玩的手法都用上了阿
: Analyst Erupts At Tesla: "They Used Every Trick From Every Fraud To Put
: Lipstick On Q3 Results"
: https://goo.gl/oUftoa
你找這什麼三流分析師寫的東西？
底下馬上就被人吐嘈了：
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ultrasonic:
I am not an analyst but these points are really easy to refute:
- minimal purchase price is $49k. Even for the non AWD models (which cost
$4k more), drivers are purchasing bigger wheels, more expensive paint and
self driving features. More likely average purchase price is mid to high $50k
- SG&A becomes a smaller percentage of revenue as economy of scale kicks in,
like, ahem, making a lot more cars
- depreciation has no bearing on cash flow
- what organization has “certified” that Model 3 is a lemon?
- A/Rs are accelerating due to coming reduction of Fed tax credit by 4QYE.
This was not a factor in 2017
Which firm do you work for as an analyst? Because you are a crappy analyst
and I want to ensure I NEVER take advice from your firm.
------------------------------------------------------------------------
: 重點講幾點：
: 科科，作帳讓營收成長70%，銷售跟行政開支竟然可以-2.9%，原來賣越多車
這裡就會提營收了，講應付帳款時怎麼不敢提？
行政開支減少是因為之前裁員組織再造的結果，這也不知道？
: 越不用費用支出呢
: 應收帳款暴增100%。恩，買車可以先不付錢嗎？為什麼應收帳款會大增呢？
我不曉得你是真不懂還是假不懂
故意只提應收帳款相較於上一季的增加幅度，而不管營收也大增
過去幾季營收與應收帳款的關係：
(千美元) Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018
營收 2,984,675 3,288,249 3,408,751 4,002,231 6,824,413
應收帳款 607,734 515,381 652,848 569,874 1,155,001
佔比(%) 20.36% 15.67% 19.15% 14.24% 16.92%
應收帳款佔營收的比率 Q3 2018 只有16.92%，與過去一年相比根本是一個很正常的水準
而你卻不管營收大幅度增加，只看應收帳款大幅度增加來質疑？
根本是想唬弄人吧
: 折舊數字%怎麼突然砍半了？過去都營收的12%-14%這季突然變成7%？
折舊上一篇推文我就講過了，不再另外提
--
: 推 nzej723yyip: 坐等ilwe4 qwert1122之類的先知們 發表高見一下 10/25 05:56
: 科科還點名我，妖股果然是信徒在買的XD
: 奇怪也就講講tsla的現實而已信徒就不高興了，之前不就只是講這篇：
: #1RP10gsb
: https://www.ptt.cc/bbs/Stock/M.1533284394.A.DA5.html
: Musk上次就說了會轉虧為盈阿，但怎麼轉的？奇蹟嗎？當然不是，各種會計
: 能玩的手法都用上了阿
: Analyst Erupts At Tesla: "They Used Every Trick From Every Fraud To Put
: Lipstick On Q3 Results"
: https://goo.gl/oUftoa
你找這什麼三流分析師寫的東西？
底下馬上就被人吐嘈了：
-----------------------------------------------------------------------
ultrasonic:
I am not an analyst but these points are really easy to refute:
- minimal purchase price is $49k. Even for the non AWD models (which cost
$4k more), drivers are purchasing bigger wheels, more expensive paint and
self driving features. More likely average purchase price is mid to high $50k
- SG&A becomes a smaller percentage of revenue as economy of scale kicks in,
like, ahem, making a lot more cars
- depreciation has no bearing on cash flow
- what organization has “certified” that Model 3 is a lemon?
- A/Rs are accelerating due to coming reduction of Fed tax credit by 4QYE.
This was not a factor in 2017
Which firm do you work for as an analyst? Because you are a crappy analyst
and I want to ensure I NEVER take advice from your firm.
------------------------------------------------------------------------
: 重點講幾點：
: 科科，作帳讓營收成長70%，銷售跟行政開支竟然可以-2.9%，原來賣越多車
這裡就會提營收了，講應付帳款時怎麼不敢提？
行政開支減少是因為之前裁員組織再造的結果，這也不知道？
: 越不用費用支出呢
: 應收帳款暴增100%。恩，買車可以先不付錢嗎？為什麼應收帳款會大增呢？
我不曉得你是真不懂還是假不懂
故意只提應收帳款相較於上一季的增加幅度，而不管營收也大增
過去幾季營收與應收帳款的關係：
(千美元) Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018
營收 2,984,675 3,288,249 3,408,751 4,002,231 6,824,413
應收帳款 607,734 515,381 652,848 569,874 1,155,001
佔比(%) 20.36% 15.67% 19.15% 14.24% 16.92%
應收帳款佔營收的比率 Q3 2018 只有16.92%，與過去一年相比根本是一個很正常的水準
而你卻不管營收大幅度增加，只看應收帳款大幅度增加來質疑？
根本是想唬弄人吧
: 折舊數字%怎麼突然砍半了？過去都營收的12%-14%這季突然變成7%？
折舊上一篇推文我就講過了，不再另外提
--
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