"The analysts, led by Adam Jonas, predicted Tesla’s TSLA, +1.27% global on-road population to reach nearly 300,000 vehicles by the end of this year, and 531,000 vehicles by the end of 2018."
Tesla car population will explode within a few years, Morgan Stanley says
That would mean MS assumes only 231,000 will be delivered in 2018 which includes S,X & 3. With a runrate of only 100k for S and X (conservative no increase to 2017) that leaves 131,000 for M3 in 2018 or 1/3 of the plan.
Pretty pessimistic Analyst....
Tesla car population will explode within a few years, Morgan Stanley says
That would mean MS assumes only 231,000 will be delivered in 2018 which includes S,X & 3. With a runrate of only 100k for S and X (conservative no increase to 2017) that leaves 131,000 for M3 in 2018 or 1/3 of the plan.
Pretty pessimistic Analyst....