저자: DanIves · 외국인
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테슬라 주가가 저평가 구간에 머물러 있으며, Dan Ives는 향후 강한 반등이 나올 수 있다고 주장한다. 다만 이를 위해 머스크의 트위터 집중 해소, 자사주 매도 자제, 보수적 성장 목표 설정, 디지털 트럭 양산 등 여러 조건이 충족되어야 한다고 본다. [주가 반등 조건] 머스크가 트위터 경영을 타인에게 넘기고 테슬라에 다시 집중하는 것이 핵심. 머스크는 테슬라 CEO 승계 가능성도 언급했다. [머스크 지분 매도] 머스크는 최근 수개월간 테슬라 주식을 대량 매도(약 22백만 주, 약 36억 달러 규모)해 왔다. 주가 회복을 위해서는 추가 매도 중단과 분기 실적 발표 전 대기가 필요하다고 봤다. [성장 목표 조정] 2023년 인도량 성장 목표를 50%에서 35% 이상으로 낮추는 것이 현실적이라고 제시. 2022년 판매는 2021년 대비 50% 이상 증가했다. [디지털 트럭] 사이버트럭은 2023년 중 양산이 시작될 예정이며, 가레스 다크는 2023년 1만 대 생산 가능성을 언급했다. 실제 본격 양산은 2024년 초로 예상된다. [이사회 개편] 전기차·기술 전문성을 갖춘 인사를 이사회에 더 보강해야 한다고 주장. [자사주 매입] 리오 코건은 2026~2030년 1조 달러 규모 자사주 매입 가능성을 언급. 데이브 리는 FSD 수익화 등 전제 조건이 충족되지 않으면 어렵다고 봤다. [투자의견] 웨드부시 아웃퍼폼, 목표가 175달러 유지. 테슬라의 회계 투명성 강화가 장기 목표 달성의 관건이라고 평가. [리스크] 머스크의 정치 활동이 테슬라 브랜드 이미지를 훼손할 수 있으며, 트위터 손실 지속 시 챕터 11 가능성도 거론됨. 테슬라 실적과 머스크의 집중도가 핵심 변수다.
다듬은 글
Tesla stock has been exchanging at exceptionally low costs for a long time and there have been remarks about why this might be occurring and the likelihood that the organization's stock price will return up the outline emanates vulnerability encompassing Tesla's stock valuation Tesla financial backer Dan Ives has said that Tesla stock should have a critical flood from now on and these nine things should be carried out for that to happen is quite a Tesla bull and a gigantic fan at the Securities Exchange he's likewise an overseen Chief and Senior value research examination covering the Innovation area at wed shrub security beginning around 2018.
in 2022 the Tesla financial backer expressed that regardless of the production Network Tesla's conveyance numbers were joined with a great profit beat addresses and EV request direction that looks very vigorous for the vehicle organization and presently the stock financial backer has referred to how Elon Musk needs to help Tesla stock cost return up what are the nine impetuses for Tesla stock as per Dan Ives like this sort of satisfaction remember to like and buy in and turn on warnings to move exceptional on everything along with Tesla number one name it chief for Twitter toward the finish of January numerous Tesla Financial backers accepted that Elon Musk is investing a lot of energy in Twitter and isn't giving sufficient opportunity to his EV organization musk's new organization will call for a ton of investment and an obligation to welcome it back into the groove again to make monstrous income the tech Master had recently told Twitter representatives in a gathering that Twitter needs to get more enthusiastic spends for the situation where it doesn't there will probably be a gigantic negative income which could prompt chapter 11 anyway late news has shown that Elon Musk May before long beginning coordinating a greater amount of his consideration back on Tesla as he is hoping to surrender the administrative obligation regarding Twitter to another person the Tesla president has expressed that there is plausible in giving over the administration of Toyota to another person when the stage is ultimately set in on the right direction a few other examination like Gary dark additionally accepted that except if Elon Musk Alters his perspective on venturing down as the Twitter Chief then it might be generally terrible information for Tesla stock number two quit selling stocks and embrace a conventional arrangement for when to sell shares again I simply needs should it officially take on an arrangement for when you will sell shares Elon Musk has been selling Tesla shares in bigger sums in the past couple of months as of late selling around 22 million Tesla shares in 29 separate exchanges worth generally 3.6 billion bucks last year the Tesla president uncovered that he had sold 19.5 million portions of the vehicle organization worth 3.95 billion bucks only days subsequent to finishing a 44 billion dollar takeover of Twitter and in the wake of expressing that he was finished selling with musk as the president of Twitter it is unsure whether he will keep selling Tesla shares particularly as significant changes keep on being executed in the virtual entertainment organization and a requirement for additional assets and consideration increments parcel to student control over the virtual entertainment organization recently in the midst of worries from Financial backers and since the automaker's stock cost has encountered a couple of floods with various drops occasionally not just has this new Pursuit course required a level of his investment passing on less opportunity to take care of Tesla some examiners have expressed that for Tesla stock costs to recuperate from the plunge Elon Musk can't sell more Tesla shares and until final quarter income are delivered towards the finish of January number three cut back on forceful development gauges for Tesla bulldan house additionally concluded that musk needs to bring down his net goals for Tesla and select more sensible objectives he anticipates that the Tesla Chief should spread out moderate 2023 conveyance objectives and focus on them as per Ives the 50 development Target isn't going on as you would see it and a 35 or more conveyance development appears to be more hittable and reasonable for 2023 Elon Musk had recently said that Tesla deals will develop by more than 50 percent in 2022 compared to deals in 2021.
as per the Tesla Chief 2021 was a Leading Edge year for Tesla and for electric vehicles overall he added that while Tesla struggled with store Network difficulties all through the year the organization figured out how to increase volumes by almost 90 percent number four declared that digital truck conveyance will start one year from now Tesla's digital truck has remained one of the ultimakers most expected and postponed projects regardless of divulging it in 2019.
Tesla has neglected to enter the digital truck into creation anyway and the vehicle organization has affirmed that the Cybertron is coming in 2023 albeit The Authority creation of this unadulterated electric pickup truck is supposed to initiate just recently with a significant increase probably booked toward the start of 2024.
as of now during the time spent tooling for the electric pickup truck as per Tesla's notable financial backer Gary dark the automaker could convey 10 000 digital trucks in 2023 this comes when Tesla is cruising to uneven Waters and there are a lot of inquiries regarding the digital truck including what amount of time it will require for Tesla to satisfy the large numbers of requests that it as of now has at number 5 make changes to Tesla's load up to add more individuals with experience in Tech and electric vehicles that blades likewise recommended that Tesla's body ought to be reshuffled to remember more individuals with experience for the EV business there is additionally a likelihood that musk will be passing on his job as Tesla president as per a Tesla load up part musk as of late drifted the chance of somebody succeeding him as Tesla CEO on the off chance that this is to occur it ought to be given to somebody who has sound information on the business and is undoubtedly an individual from the Tesla load up as per ongoing news musk has distinguished a potential replacement who could act as chief of Tesla number six carry out an enormous offer buyback an enormous offer buyback has been expected for quite a long time now and really as per Leo kogon who is Tesla's third biggest investor Tesla will have a tremendous market cap by 2030.
in the event that it can do a one trillion dollar buyback between 2026 and 2030. Cochran said in a tweet that he mentioned that Tesla does a 100 billion dollar buyback from 2022 to 2026 and afterward a one trillion dollar buyback between that point and 2030. that's what he added assuming that Tesla repurchases its portions at one thousand bucks for every divide between 2026 and 30.
it will eliminate 1 billion out of the 3.14 billion offers accessible today decreasing that number to around 2.14 billion and since there will be fewer offers for financial backers stock costs might possibly shoot up from three thousand to five thousand bucks for each offer anyway Tesla financial backer and YouTuber Dave Lee said that Tesla doesn't have serious use needs and can't presently stand the distribute 80 to 90 percent of its assets to a buyback like this aside from in the event that it effectively carries out its FSD programming and makes around 20 to 2500 in working benefit for each vehicle number seven giving more monetary measurements and straightforwardness around edges 10 blades keep up with its outflank rating at a 175 Buck cost focusing on Tesla stock he anyway accepts that Tesla needs to get more monetary measurements and straightforwardness around its Edge structure he portrayed this as an unlikely treasure in an organization with additional creation and deals in China with Jacob Berlin and Austin sloping up he added that drawn out edges will be key for Target roads number eight the more political musk is on Twitter the worse it is for offering electric vehicles to the majority any Tesla Financial backers are of the assessment that Tesla's image picture is enduring a shot swims further in the legislative issues in his bid to turn Twitter around Tesla's remaining parts intently attached to that of its Chief whose notoriety has expanded with his riches and political movement however at that point I proposed assuming musk diminishes sharing his political perspectives on Twitter which would emphatically affect Tesla 9.
spread out a masterful course of action for Twitter than I said right now the trepidation is that Twitter's losing cash hand over fist and promoted as an escape and everything converts into additional misfortunes and potential outcomes of musk selling more Tesla shares he added that once another Chief is utilized he can spread out the three-year technique of Twitter during musk's underlying days at Twitter the president in a gathering with Tesla and Twitter Representatives unveiled that for the organization to arrive at a huge degree of development there should be space for it to construct income and afterward get more money than it spends he added that without this they could be monstrous negative income which could bring about chapter 11 scene that musk is committed to raising income as new organization one might say that Tesla isn't absolutely protected and may keep on seeing less of the president's consideration and devotion what did your take on Dan ive's remark on this let us stand on down underneath and remember whether you need you can
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