GLJ Research, LLC Profile picture
Sep 14, 2020 5 tweets 2 min read Read on X
$TSLA $TSLAQ #TSLA #TSLAQ TSLA's China market share falls from 15.5% in July 2020 to 10.8% in August 2020; GM and BYD sold more cars than TSLA in August, moving TSLA's rank in China to 3rd place in August from 1st place July.

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More from @GLJ_Research

Dec 3, 2020
@SquawkCNBC @chamath #TSLA $TSLA So... BEV penetration will grow to 18% by '30 vs. 1.87% today, and TSLA will maintain 25-30% mkt share, despite a #'r of established automakers saying they are going to grow sales into the millions of EVs/yr? Seems unlikely looking at the data.
The pace of BEV market share growth is collapsing.
TSLA's market share collapsed in the EU when competition arrived.
Read 4 tweets
Jun 29, 2020
$TSLA #TSLA @TSLA Pre-COVID Market Share loss...
$TSLA #TSLA @TSLA Exponential revenue growth thesis incorrect (sales essentially flat since 4Q18)...
Read 5 tweets

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