Tesla Analyst Sees Annual Shareholder Meeting As Key To Determining Elon Musk-Led Company's Future Strategy
Tesla Analyst Sees Annual Shareholder Meeting As Key To Determining Elon Musk-Led Company's Future Strategy
Morgan Stanley analyst Adam Jonas sees Tesla Inc's (NASDAQ:TSLA) upcoming shareholder vote driving material volatility in the stock and determining the company's long-term strategic direction as company CEO Elon Musk's pay package hangs in limbo.
摩根士丹利分析师亚当·乔纳斯认为，特斯拉公司（纳斯达克股票代码：TSLA）即将举行的股东投票将推动股票的实质性波动，并决定公司的长期战略方向，因为公司首席执行官埃隆·马斯克的薪酬待遇陷入困境。
Analyst Recommendation: For the upcoming shareholder meeting scheduled for June, Tesla shareholders will vote again on Musk's 2018 pay package which was rescinded by a Delaware court earlier this year after deeming it an "unfathomable sum." The package was worth $56 billion at the time of award.
分析师建议：在定于6月举行的股东大会上，特斯拉股东将再次对马斯克的2018年薪酬待遇进行投票，该薪酬待遇在今年早些时候被特拉华州法院裁定为 “深不可测的数额” 后撤销。该一揽子计划在授予时价值560亿美元。
The outcome of the vote on the package will be key to determining if the CEO gets a 25% voting block within the company, Jonas said in a note on Friday. Musk has previously expressed discomfort with advancing Tesla in the field of AI without having 25% voting. While the approval of the pay package by itself does not assure the CEO of his desired voting block, it would make it "increasingly difficult" for Musk to achieve 25% ownership if the package is rejected, the analyst noted.
乔纳斯在周五的一份报告中表示，该一揽子计划的投票结果将是决定首席执行官是否在公司内部获得25％投票权的关键。马斯克此前曾对特斯拉在没有获得25％选票的情况下推进人工智能领域的发展表示不满。分析师指出，尽管薪酬待遇的批准本身并不能向首席执行官保证他想要的投票区块，但如果该一揽子计划被拒绝，这将使马斯克获得 25% 的所有权 “变得越来越困难”。
Tesla's AI potential will remain limited and its share price dominated by larger EV market developments until Musk's voting control issue is resolved, Jonas said. "This is extremely problematic for Tesla investors for a number of reasons, including the inability to quantify the impact," he said.
乔纳斯说，在马斯克的投票控制问题得到解决之前，特斯拉的人工智能潜力将保持有限，其股价将由更大的电动汽车市场发展主导。他说：“这对特斯拉投资者来说是一个极大的问题，原因有很多，包括无法量化影响。”
The attention being paid to the performance of the stock since the start of the year, however, is 'surprisingly little,' the analyst noted.
但是，这位分析师指出，自年初以来，对该股表现的关注 “出人意料地微乎其微”。
Why It Matters: Tesla's annual meeting will be held on June 13, 2024, at 3:30 p.m. Central Time (CT). Shareholders will vote both on moving Tesla's state of incorporation from Delaware to Texas and Musk's rescinded pay package.
为何重要：特斯拉的年会将于2024年6月13日中部时间（CT）下午 3:30 举行。股东们将就特斯拉的注册状态从特拉华州迁至德克萨斯州进行投票，也将就马斯克取消的薪酬待遇进行投票。
Price Action: Tesla shares closed down 2% on Friday at $168.47. The stock is down 32.2% year-to-date, as per data from Benzinga Pro.
价格走势：特斯拉股价周五收盘下跌2％，至168.47美元。根据Benzinga Pro的数据，该股今年迄今已下跌32.2％。
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译文内容由第三方软件翻译。