Jonas said that Tesla should be viewed as more than just an automotive business. The best specialists in a wide variety of fields strive to work for Elon Musk. Tesla continues to gather assets, technology, and the talent necessary in its efforts towards opening a vertically integrated battery business that can improve the industry's cost curve.
The company is making rapid advancements in the field of battery production, and may very well disrupt the EV battery industry, as well as further grow the entire space.
Morgan Stanley conducted Tesla's analysis in collaboration with
its Asian Technology team (led by Shawn Kim) and
expresses rising confidence in Tesla's ability to unleash even greater
potential on Battery Day on September 22nd.
Jonas named the
potential to grow the company's battery business as a key driver for
mid-term profit. He also noted that factors other than the sale and
delivery of vehicles--which have traditionally provided both top and
bottom margins for the world's most valuable automaker--may begin to
have increasing influence on Tesla's future success.
Based on the
data that has been collected, Morgan Stanley is
now valuing Tesla considering its potential 3rd party battery and EV
powertrain supply businesses.
On August 13 Morgan Stanley raised its Tesla (TSLA) target price to $1,360 and updated its "bull case scenario" to $2,636.
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谷歌翻譯:
摩根士丹利（Morgan Stanley）的亞當·喬納斯（Adam Jonas）與“ Squawk Alley”一起討論了特斯拉在電池領域的實力及其新的股價目標。
喬納斯表示，特斯拉不僅應被視為汽車行業。各個領域的最佳專家都在努力為Elon Musk工作。特斯拉繼續收集資產，技術和必要的人才，以開展垂直整合電池業務，從而改善行業成本曲線。
該公司在電池生產領域取得了飛速發展，並有可能擾亂EV電池行業，並進一步擴大整個領域。
摩根士丹利（Morgan Stanley）與亞洲技術團隊（由肖恩·金（Shawn Kim）領導）共同進行了特斯拉的分析，並對特斯拉在9月22日電池日釋放更大潛力的能力表示出越來越高的信心。
喬納斯（Jonas）指出發展公司電池業務的潛力是中期利潤的主要驅動力。他還指出，除了汽車的銷售和交付以外，傳統上為世界上最有價值的汽車製造商提供最高和最低利潤的因素可能會開始對特斯拉的未來成功產生越來越大的影響。
根據已收集的數據，摩乙根士丹利目前正在考慮其潛在的第三方電池, 和電動汽車動力總成供應業務來對特斯拉進行估值。
8月13日，摩根士丹利提高了特斯拉（TSLA）的目標價格為$ 1,360美元，並將其“牛市情景”更新為$ 2,636美元。
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