Apple may buy out Tesla in 2019

5 December 2018

Really, two innovative brand to join?

"Tesla" is often compared to Apple and Elon musk — Steve jobs. At the same time for few years, periodically there are rumors that the "Apple" giant intends to buy the electric car manufacturer. But usually if they dismiss tabloids, this time the source was the Danish investment Bank Saxo Bank.

Usually specializiruetsya Saxo Bank the online trading and investing in international markets. But at the end of each year it gives a forecast on "the unlikely events that can have a huge impact on financial markets".

According to the Bank's expectations, Apple will buy Tesla, paying $520 per share. It is not only 40% higher than the real current value, but at $100 higher than the proposal by Elon musk, which he announced in August. Then he expressed the desire to make a "Tesla" by a private company.

it is Assumed that after the deal with Tesla, Apple would build some new plants in Europe and China. This will allow her to become a world leader in the production of electric vehicles.

However, analysts at Saxo Bank did not consider several important factors. First, Tesla itself is going to expand production in China and Europe: this fact has long been known. Secondly, despite the apparent similarity, the approach of Apple and Tesla to the business in many aspects the opposite.

Yes, both companies are engaged in workings out in sphere of high technologies. But both brands have great power: they actually divide the world into two camps: fans and haters.

But there's one important detail: Apple does not manufacture. It creates the product, designs and software. Even before she gets the stuffing in exceptional cases: a significant portion of parts supplied by third party suppliers. And the most important thing that Apple does not own factories. Its products are manufactured in China.

At the same time, the Tesla only produces electric cars, but also gradually increases the "degree of localization" of the largest and most expensive component is the traction batteries. And this difference is critical because it radically changes the method of doing business.

All this points to the fact that Apple either today or in 2019 or in ten years will not be interested to push yourself difficult and sometimes unprofitable production. Plus, the profitability of the smartphone market (in particular) is much higher than in the automotive sector.

But to blame Saxo Bank's lack of foresight is impossible: in fact, he forecast the unlikely event that they almost certainly will not happen. By the way, in 2018, analysts for such events included the loss of independence of the fed, the refusal of the Central Bank of Japan from the control of the yield curve, the transition of China "nefteyuani", the division of political forces in the EU and rising prices of bitcoin to $60 thousand. The year is already coming to an end, and while none of this happened. A recent bitcoin and is cheaper on the eyes, falling below $4 million.