疑犯追踪第二季

观点：特斯拉股票正处于2020年市场崩盘以来最具吸引力的估值水平_我的网站

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A | India is on track to challenge China’s dominance in the solar energy sector and become a global force in green hydrogen as investments in renewables are increasing rapidly, Indian Minister for Power and Renewable Energy Raj Kumar Singh said in Sydney on Tuesday.,Singh, who is in Sydney to attend a two-day energy forum and meetings of the Quad group of nations, said in an interview that the investments from overseas are helping to position India as a key future supplier of clean energy technology and as an exporter of low-emissions hydrogen and ammonia.,The Quad group of nations includes the US, Japan, Australia, and India.,“Foreign investment in renewables is averaging about $9 billion to $11 billion a year, and is going to go up exponentially, alongside major developments by domestic entities,” the minister said.,Quoting Singh, Bloomberg reported that India will emerge as the biggest manufacturing center for high-efficiency solar cells modules after China and become a major supplier of green hydrogen and ammonia.,According to BloombergNEF, India currently accounts for only a fraction of production of solar cells and modules, with China dominating both sectors. In 2021, China manufactured more than two-thirds of modules and 86 percent of cells.,The Indian government set up the Renewable Energy Investment Promotion and Facilitation Board (REIPFB) as one-stop assistance and facilitation for the industry and investors for the development of projects and bringing new investment to the renewable energy sector in the country.,The ministry is making continuous efforts to boost investments across the value chain by supporting companies through the entire investment process. As per the media reports in June this year, more than $70 billion was invested in India’s renewable energy sector between 2014 and 2021.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。今年迄今为止，特斯拉股价下跌了约48%。相对于2021年11月大流行之后的历史高点，该股下跌了约50%。这种腰斩式的下挫意味着特斯拉股价现在仅比COVID-19市场崩溃深度期间的低点高出约5%，从而转化为对投资者非常有吸引力的估值状况。

B | 除了更广泛的宏观经济萎靡不振之外，特斯拉股价正遭受两个关键的短期挑战。

C | 首先，埃隆-马斯克必须为他的Twitter收购交易筹措245.1亿美元的股权融资。到目前为止，他通过在两次不同的旋风抛售中出售部分特斯拉股份，因此已经积累了154亿美元，第一次发生在4-5月，第二次发生在8月。马斯克还从拉里-埃里森、Binance、红杉、沙特王子瓦利德等人那里获得71亿美元的股权承诺。

D | 然而，如果不考虑Twitter的RSU，资金缺口仍然有54亿美元左右。马斯克可能会通过进一步削减其在特斯拉的股份来填补这一缺口，因此目前该股面临继续下行压力。就第二个主要逆风因素而言，特斯拉第三季度的交付量没有达到分析师的预期。虽然季度产量为365923辆高于彭博社估计的359,853辆，但报告的343830辆的交付量没有达到共识的357938辆。

E | 特斯拉称物流限制是其季度交付量不足的原因。然而，鉴于全球宏观经济持续疲软带动的需求疲软，尤其是中国市场这个对特斯拉至关重要的市场的表现还有悬念，因此该股表现受到压力是可以理解的。尽管如此，这种疲软现在已经转化为特斯拉非常有吸引力的估值状况，该股目前的远期市盈率仅为34.94倍--这是自2020年春季COVID-19引发的市场崩溃的深度以来的最低值。随着特斯拉继续预测其年度电动车交付量在可预见的未来将增长50%，该股目前的估值可以说是近年来最便宜。此外，鉴于最近特斯拉股票波动加剧，对股票回购计划的要求继续增加。这一点很重要，因为这家电动车巨头现在有足够的财政资源来实施这样一个计划。也就是说，根据未来基金有限责任公司管理合伙人加里-布莱克的估计，特斯拉在2022财年手上有99.32亿美元的自由现金流。对于2023财年，这一指标预计将增加到207.73亿美元，为这个电动车巨头提供足够的缓冲，以开始加强对股东的价值。如果特斯拉在即将到来的2022年第三季度财报电话会议上宣布股票回购计划，该股可能会有非常积极的反应。这给该股目前的估值指标带来了另一种吸引力。