特斯拉股东很可能会批准拟议中的 SpaceX 合并,这将使融资容易得多,而 SpaceX 也很可能会以溢价收购特斯拉股票;但特斯拉本身已以溢价交易,PEG 为五,约为内在价值的两倍,合并后可能达到六。
逐段跳播
尤其是因为我们确实听到 Elon 提出了“Tesla”与“SpaceX”合并的条件之一,而这基本上只是用来撇清责任的例行盖章,对吧?
Especially since we literally heard Elon put forward one of the conditions for the merger of "Tesla" and " SpaceX," which is basically just a rubber stamp for disclaiming responsibility, okay?
鉴于 Elon 提出——引用他的话说——他认为合并 SpaceX 和 Tesla 是个好主意,我也同意他的看法,这会让融资容易得多,而这是他们需要大量去做的事,对吧?
Given that Elon suggests, to quote, that he thinks merging SpaceX and Tesla is a good idea, and I agree with him, it would make fundraising much easier , which is something they need to do a lot, okay?
不过,Elon 说,他认为会是个好主意的这桩合并,当然会面临一个重大障碍,即需要获得 Tesla 股东 50% 的投票支持,但鉴于许多人投票支持了 Elon 的 1 万亿美元薪酬方案,这算不上重大障碍。
However, Elon says that the merger, which he believes would be a good idea, would of course be subject to the major obstacle of obtaining 50% of the votes of Tesla shareholders, which is not a major obstacle given that many voted in favor of Elon's $1 trillion compensation plan .
我认为,这桩合并,尤其是如果附带 Tesla 股票的溢价,将完全被接受并获批,对吧?每个人都希望自己的 Tesla 股票能有一点溢价,这意味着 SpaceX 股东很可能会为 Tesla 股票支付溢价,而这些股票本来就已经在溢价出售了。
I think that the merger, especially if it comes with a premium for Tesla shares, will be fully accepted and approved , okay? Everyone wants a little premium on their Tesla shares, and that means SpaceX shareholders will likely pay a premium for Tesla shares, which are already being sold at a premium.
但是,尽管 Tesla 目前可能以 5 倍的市盈率相对盈利增长比率(PEG)交易,这大概是其内在价值的两倍,而且最终很可能会以 6 倍与 SpaceX 一起交易,
But, while Tesla may be trading at a price-to- earnings-to-growth (PEG) ratio of five right now, probably double its intrinsic value, and will likely end up trading with SpaceX at six,
在与 Tesla 合并之后,你还能怎么进一步稀释股份呢,对吧?
How else would you dilute the shares further after your merger with Tesla, right?
观察点
这个频道对 $TSLA 的历次判断
Meet Kevin 在这只股票上共 20 条判断,这里只列相邻的几条。