저자: DanIves · 외국인
요약 보기
Dan Ives는 머스크가 트위터 인수 이후 테슬라 경영에 소홀하고 브랜드를 훼손하고 있다며 강하게 비판했다. 투자의견은 여전히 매수(Buy)이며 목표가는 300달러에서 250달러로 낮췄다. 단기적으로는 트위터 리스크로 인해 주가가 시장을 크게 상회하기 어렵다고 봤다. 주가는 2022년 11월 기준 고점 대비 약 51% 하락한 상태였고, 당일에는 약 2.75% 상승했다. 장기 성장 논리는 변하지 않았으며 테슬라는 4분기 실적도 강할 것으로 전망했다. 다만 향후 6~9개월이 중요한 시기라고 강조했다. 테슬라는 이제 머스크의 상시 관여가 필요하지 않은 수준으로 성숙했다고 평가했다. 그러나 머스크의 트위터 행보가 브랜드에 악영향을 주고 있다는 점이 가장 큰 문제라고 지적했다. 주가 하락은 실제로 발생했지만 테슬라 회사 자체에는 큰 타격이 없다는 반론도 소개됐다. 머스크의 논란이 오히려 브랜드 인지도를 높이는 효과가 있다는 주장이다.
다듬은 글
I think you need to look in the mirror and ultimately now refocus back on Tesla, and I think for Twitter it's really been using Tesla as an ATM machine. Our worry is that it hurts the brand. It hurts the brand of Tesla, Musk is the brand, and this has just been a circus show that, in an almost torturous way, just continues to get worse.
Hey everyone, Alex Unesco here, welcome to Investors Guide to the Galaxy. Is Dan Ives upset with Elon Musk? He slashed the target price for Tesla stock to 250 dollars from 300. Let's dive right into it. Tesla stock price today is up 2.75 percent here, and it's down 51 percent. Daniel Ives on Yahoo Finance: "It's a radically changed Twitter," says Wedbush analyst Dan Ives, taking a hard stance on Musk's move, saying Tesla is in a purely painful, dark situation, and that Musk has managed to do what bears have tried for years: cutting his price target to 250 dollars.
Wedbush analyst Dan Ives joins us now. Dan, you've had enough? Look, I think the clock struck midnight on the frustration, and it's gotten to a point where Musk needs to look in the mirror and ultimately refocus back on Tesla. For Twitter, it's really been using Tesla as an ATM machine, and our worry is that it hurts the brand. It hurts the brand of Tesla. Musk is the brand, and this has just been a circus show that, in an almost torturous way, just continues to get worse.
What would get you to go back and upgrade the stock? Look, we still have a Buy rating and a 250 dollar price target, but the reason we took it off our top picks list is that in the near term it's going to be hard for the stock to significantly outperform until this Twitter black cloud ultimately clears, in what's still a jittery environment for risk-on. I believe Tesla is still on pace for a very strong Q4, and the long-term thesis is unchanged, though we'll cut the next year or two. But this has gotten to a tipping point, and I think it's really a moment of truth for us to refocus back on the golden child, Tesla, because Twitter is essential to Tom Hanks' Money Pit movie, and that's part of the problem.
Dan, when you think about not just the competitive environment but how Tesla is operating itself right now, even with the attention Elon Musk is giving to Twitter at this point in time, is it a good scenario for Tesla to be able to focus without Musk breathing down the necks of people over at Tesla, or is he a net beneficiary to the brand of Tesla? When you do have Elon Musk on the factory floor, in people's faces and making sure he's visible throughout the entire production experience...
Yeah, but this would be like Cook being in the Galapagos Islands while Apple is going through a supply chain issue in China. That's part of the problem: Tesla needs Musk more than it ever has. It's a very significant period in the next six to nine months. I agree with the first part of what the host said. I think Tesla has grown up now and doesn't need attention from Elon Musk all the time like it needed before, from time to time, yes, but not all the time. The issue is the antics we've seen on Twitter. From an advertising perspective, it's a brand destruction, and that's the biggest problem. Ultimately, Musk is the brand of Tesla, and that's why it was one thing in terms of selling stock, but now it has started to bleed over. That's why for us it was: enough is enough, time to come out and make a statement, because in my opinion it has impacted the stock.
Exactly, this has impacted the stock price. That's correct, but it did not impact Tesla as a company. Moreover, Tesla got a boost as a recognized brand even though some publicity is negative, but it's still publicity. We know Tesla is not doing advertising here. This is advertising in the style of Elon Musk: he is tearing up things on Twitter, people start to search for information about him, find the companies he has, and eventually actually buy the products. Is this far-fetched? I don't know, maybe. I'd like to know your opinion on all of this. Please leave a comment below. If you like this video, please smash that like button so that other people like you see this video, and don't forget to subscribe to my channel. Thank you very much, I appreciate all of you who watch my videos. See you next time.
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