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.
摩根士丹利分析師亞當·喬納斯認爲，特斯拉公司（納斯達克股票代碼：TSLA）即將舉行的股東投票將推動股票的實質性波動，並決定公司的長期戰略方向，因爲公司首席執行官埃隆·馬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shareholder meeting scheduled for June, Tesla shareholders will vote again on Musk's 2018 pay package which was rescinded by a Delaware court earlier this year after deeming it an "unfathomable sum."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.
分析師建議：在定於6月舉行的股東大會上，特斯拉股東將再次對馬斯克的2018年薪酬待遇進行投票，該薪酬待遇在今年早些時候被特拉華州法院裁定爲 “深不可測的數額” 後撤銷。該一攬子計劃在授予時價值560億美元。
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.
喬納斯在週五的一份報告中表示，該一攬子計劃的投票結果將是決定首席執行官是否在公司內部獲得25％投票權的關鍵。馬斯克此前曾對特斯拉在沒有獲得25％選票的情況下推進人工智能領域的發展表示不滿。分析師指出，儘管薪酬待遇的批准本身並不能向首席執行官保證他想要的投票區塊，但如果該一攬子計劃被拒絕，這將使馬斯克獲得 25% 的所有權 “變得越來越困難”。
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.
喬納斯說，在馬斯克的投票控制問題得到解決之前，特斯拉的人工智能潛力將保持有限，其股價將由更大的電動汽車市場發展主導。他說：“這對特斯拉投資者來說是一個極大的問題，原因有很多，包括無法量化影響。”
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，這位分析師指出，自年初以來，對該股表現的關注 “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 Shareholders will vote both on moving Tesla's state of incorporation from Delaware to Texas and Musk's rescinded pay package.
爲何重要：特斯拉的年會將於2024年6月13日中部時間（CT）下午 3:30 舉行。股東們將就特斯拉的註冊狀態從特拉華州遷至德克薩斯州進行投票，也將就馬斯克取消的薪酬待遇進行投票。
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.
價格走勢：特斯拉股價週五收盤下跌2％，至168.47美元。根據Benzinga Pro的數據，該股今年迄今已下跌32.2％。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下方式查看更多本辛加的《出行未來》報道 點擊這個鏈接。
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譯文內容由第三人軟體翻譯。