Latest ideas and analyses related to capacity expansion

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TSM

+10 pts





By lihaiyuemail on Jan. 12, 2022, 9:50 p.m.
Tagged topics: capacity expansion , secular growth , strong demand , semiconductors

Views: 3, Votes: 1, Responses: 0, Attachments: 0
TSM

+1 pts





By lihaiyuemail on Jan. 12, 2022, 9:46 p.m.
Tagged topics: capacity expansion , secular growth , strong demand , semiconductors

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSM

+48 pts



$TSMC - new 6-K disclosures reveal customers made $3.8bn in prepayments to secure capacity, a strong signal on outlook

By bbern3 on Nov. 12, 2021, 10:21 a.m.
Tagged topics: capacity expansion , secular growth , strong demand , semiconductors

Views: 204, Votes: 7, Responses: 2, Attachments: 1
TSLA

+38 pts



$TSLA - Jefferies raises estimates and price target on higher capacity ramp and sustained demand following checks

By cassie on Oct. 15, 2021, 12:20 p.m.
Tagged topics: capacity expansion , electric vehicles , analyst raises estimates , analyst raises target , Jefferies , Berlin facility

Views: 577, Votes: 3, Responses: 0, Attachments: 2
NIO

+44 pts



$NIO - Deutsche says mid-term outlook 'very encouraging' given aggressive capacity expansion plans

By cassie on Sept. 8, 2021, 10:51 a.m.
Tagged topics: capacity expansion , China , electric vehicles , Deutsche Bank

Views: 264, Votes: 6, Responses: 0, Attachments: 2
AMZN , WMT

+32 pts



Jefferies expects $AMZN fulfillment capacity to grow by ~50% in next 18-24 months, sees big competitive advantage from in-sourcing last mile

By mooreideas on June 28, 2021, 11:06 a.m.
Tagged topics: capacity expansion , logistics costs , eCommerce , Jefferies , last mile delivery

Views: 150, Votes: 1, Responses: 0, Attachments: 1
XPEV

+34 pts



$XPEV - JP Morgan believes XPeng on track to more than double sales volume this year

By cassie on May 14, 2021, 11:22 a.m.
Tagged topics: capacity expansion , China , earnings results , autonomous vehicles , electric vehicles , beat and raise , JP Morgan , P5 Sedan , Shanghai Auto Show

Views: 305, Votes: 6, Responses: 0, Attachments: 4
AMZN

+33 pts



$AMZN - Deutsche checks show continued aggressive capacity expansion, moving into less dense areas, but says AWS and advertising will help offset margin impact

By mooreideas on April 28, 2021, 12:49 p.m.
Tagged topics: capacity expansion , margin pressure , digital advertising , AWS , eCommerce , Deutsche Bank , online delivery

Views: 132, Votes: 2, Responses: 0, Attachments: 10
AAPL , AMD , NVDA

+5 pts



Nice

By beat_the_street on April 2, 2021, 9:37 p.m.
Tagged topics: capacity expansion , RBC , semiconductors , Taiwan , TSMC , new chips

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL , AMD , NVDA

+5 pts



AAPL

By johnoneoff on April 2, 2021, 2:08 p.m.
Tagged topics: capacity expansion , RBC , semiconductors , Taiwan , TSMC , new chips

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMD , NVDA , AAPL

+47 pts



$AMD, $NVDA, $AAPL - RBC says TSMC's $100bn capex means AMD, $NVDA and Apple are likely designing new chips that require significant volume

By mooreideas on April 2, 2021, 1:43 p.m.
Tagged topics: capacity expansion , RBC , semiconductors , Taiwan , TSMC , new chips

Views: 328, Votes: 6, Responses: 2, Attachments: 1
NIO

+40 pts



NIO Long Term Hold

By adamsmith on Feb. 8, 2021, 1:04 p.m.
Tagged topics: capacity expansion , China , electric vehicles , Deutsche Bank

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NIO

+82 pts



$NIO - Deutsche says NIO is laying groundwork to triple current capacity, thinks US entry "several years away"

By cassie on Feb. 8, 2021, 10:22 a.m.
Tagged topics: capacity expansion , China , electric vehicles , Deutsche Bank

Views: 151, Votes: 4, Responses: 1, Attachments: 2
PTON

+39 pts



$PTON - Goldman says buying Precor will not only expand Peloton's manufacturing capacity, but also help take its brand and presence international

By phenphen on Dec. 22, 2020, 11:51 a.m.
Tagged topics: capacity expansion , acquisition , international expansion

Views: 184, Votes: 3, Responses: 0, Attachments: 3
AMZN

+30 pts



$AMZN - Jefferies finds some bullish data points in Amazon's latest 10Q filing

By phenphen on Nov. 1, 2020, 2:40 p.m.
Tagged topics: capacity expansion , analyst checks , AWS

Views: 72, Votes: 1, Responses: 0, Attachments: 1
AMZN

+30 pts



$AMZN - Jefferies says Prime Day 2020 will help boost Prime membership, which still has a lot of headroom for expansion

By josiebe on Oct. 12, 2020, 4:56 p.m.
Tagged topics: capacity expansion , Prime members , Prime Day

Views: 91, Votes: 1, Responses: 0, Attachments: 1
AMZN

+32 pts



$AMZN - Jefferies gets "logistics expert" to analyze Amazon's fulfillment network

By phenphen on Oct. 1, 2020, 7:32 a.m.
Tagged topics: capacity expansion , analyst checks , grocery delivery , expert analysis

Views: 252, Votes: 1, Responses: 0, Attachments: 1
TSLA

+32 pts



Couple of cautious data points ahead of TSLA's Q4 results and 2020 guidance on Wed

By josiebe on Jan. 27, 2020, 9:06 a.m.
Tagged topics: gross margin , capacity expansion , China , delivery guidance , whisper estimates

Views: 140, Votes: 1, Responses: 0, Attachments: 0
BYND , DNKN

+30 pts



Management sandbagging margin expectations?

By bbern3 on Aug. 2, 2019, 11:10 a.m.
Tagged topics: guidance , capex , gross margin , operating leverage , manufacturing efficiencies , sand bagging , capacity expansion , protein supply , extrusion capacity , in-house downstream production

Views: 184, Votes: 1, Responses: 0, Attachments: 0