Latest ideas and analyses related to mix shift

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TSLA

+32 pts



$TSLA - Needham (bear) sees downside risk to estimates given mix shift toward lower ASP #Model3 and #ModelY

By cassie on Oct. 6, 2021, 11:51 a.m.
Tagged topics: mix shift , Model 3 , Model Y , Model S , Model X , electric vehicles , risk to estimates , Needham

Views: 349, Votes: 2, Responses: 0, Attachments: 2
SYNA

+31 pts



$SYNA - Morgan Stanley bullish on IoT growth and implications on margin improvement, sees potential for multiple expansion

By mooreideas on April 6, 2021, 5:17 p.m.
Tagged topics: buying opportunity , multiple expansion , mix shift , margin improvement , Morgan Stanley , internet of things , IoT

Views: 293, Votes: 1, Responses: 0, Attachments: 11
FB

+43 pts



FB results reflect strong ad impression growth, but average price per ad softening

By josiebe on Nov. 5, 2019, 11:30 a.m.
Tagged topics: ad impression , average price per ad , mix shift , developing nations , stories ads

Views: 187, Votes: 2, Responses: 2, Attachments: 0