This week's installment of Japanese Tesla listings/sales. #Tesla #CYAZ #テスラ #モデル3
TL;DR: EoQ rush seems muted. Backlog cleared.
S/X/3 summary.
Little going on w/ inventory S/X. I suspect most S/X delivery of this Q happened in Aug. S/3 3rd party listings continue to increase. Most used sales are at the low end of price ranges.
Here are what we know wrt Q3.
1. No shipment of 3 since Nov., so backlog is 3 Qs worth.
2. Some S/X backlog, but that's prob. ~100.
3. Those who ordered in July have taken deliveries.
Here are the reported orders by mo & wk. Early on, sampling rate was ~20%.
(Relatively) many have been reporting orders since June. Some report when they place orders, others do when they take deliveries. Taken together, I'd estimated ~500 Model 3 & ~100 S/X this Q, but I'm not seeing the delivery rush we saw in Sept. '19.
As for the mix, much less P & a lot more SR+.
On Monday, we'll know how many Tesla Japan has imported in Aug. That should correspond Sept. deliveries. Until then, I'm sticking w/ my prediction above.
p.s.
Quality seems as sh*tty as ever. Many fit & finish & electronic (camera) issues.
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