Moon Kil Woong - Comments
Executive Officer at SME
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU. He contributes to both TalkMarkets and Seeking Alpha. You ...more
Latest Comments
World Markets Update: Monday, September 8
5 years ago

It is a pullback. It is not that severe except there is rising concern of some inflation globally. This should apply to housing and real estate more than the stock market. And there is concern over Trump's new trade war rumbling, but it is most likely politics than anything else.

Stocks: How Bad And How Much Worse Could It Get?
5 years ago

Good song. Obviously I'm not talking about you, however, even well off to mid class people are trying to conserve their assets and cash. This is why there is deflationary pressures. This is especially true since banks want to build their reserves. Until there is more stability and money starts flowing again I don't think we're going to see bad inflation unless somehow production is severely crimped or halted (like a oil war).

Stocks: How Bad And How Much Worse Could It Get?
5 years ago

What keeps inflation in check is the fact that most of the money is in people's hands that don't need to use it and have fantastic interests in hoarding it. Unfortunately making money off that hoarding is hard since increasingly all the money is going this way and returns are shrinking because there are fewer and fewer places that make decent returns. This is why the market is going up.

Tesla's Estimated CAGR Of 50% For The Upcoming 5 Years: Fairy Tale Or Plausible?
5 years ago

For instance: www.msn.com/.../ar-BB18MKEN?ocid=FinanceShimLayer

"The idea Tesla could be wrecked is not entirely far-fetched. Tesla has struggled like other car companies as the pandemic had rocked sales. After rapid growth in 2019, Tesla's automotive revenue in the second quarter fell 5% to $6 billion when compared to the same period a year ago. Total vehicle production dropped 5% in the second quarter compared to the same period the year before to 82,272. However, compared to the first quarter, second-quarter production was down 20%. The COVID-19 economy was enough to ruin predictions Tesla would sell over 500,000 cars this year."

In this article: TSLA
Tesla's Estimated CAGR Of 50% For The Upcoming 5 Years: Fairy Tale Or Plausible?
5 years ago

Complexity. It is one thing to spew numbers and quite another thing to look at all that is involved in growing this or any other business. It may happen, but I wouldn't bet on it, nor should others. Tesla should do well, it is doubtful it will do this well. If it was easy and predictable many others would have done so before. I'd bet on Space X to do this before Tesla.

In this article: TSLA
Tesla's Estimated CAGR Of 50% For The Upcoming 5 Years: Fairy Tale Or Plausible?
5 years ago

"There must be no production stoppages, no exceeding of the time frame for ramping up factories, and the Robo Taxi network must be up and running within two years. The biggest limiting factor is probably the raw materials used to make batteries, so Tesla must find a way to get enough materials." Your arguments alone are good reason to give pause. The simple fact is few companies could or have achieve this, some of which is growth this fast can not be sustained by internal cash flow meaning they could not borrow enough to sustain such rapid growth even if there was such demand.

This is highly improbable, especially given Musk's tenancy to give very aggressive targets and then miss them. In reality it would suit Tesla to grow slower and stay focused. They are not a start up anymore.

In this article: TSLA
A Covid Vaccine Will Mark The "Big Top" For The Market, According To BofA
5 years ago

If we don't stop lopping on tariffs and encourage global growth if demand resumes we will run into problems, especially since Asia and the EU have figured out ways to leave us out of business deals due to our own global stupidity. The EU continues to recover faster than we do as does Asia.

In this article: BAC, AAPL, TSLA, SPX
Tesla's Estimated CAGR Of 50% For The Upcoming 5 Years: Fairy Tale Or Plausible?
5 years ago

It's possible but not probable as many with any sense of reality are aware.

In this article: TSLA
TSLA Tumbles After S&P 500 Shun
5 years ago

That is good. It will just add even more volatility during a time when people in general want less. It will get in there sooner or later when it gets more boring than the boring company.

In this article: TSLA
Should You Be Concerned About The Big Downside Rotation In The US Markets?
5 years ago

This downturn was not spectacular or unusual. Much to do about nothing. The only noticeable thing in it was the weaking of big tech especially the FAANG basket. And even this is not surprising given their run and questionable valuation besides maybe Apple and Google.

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