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182207831 Private ID: 182207831
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    $Tesla(TSLA.US)$The Annual General Meeting of Shareholders will be held on 2024/6/14 (Friday) at 5:30 a.m. Japan time. At this annual general meeting of shareholders, it has become clear that Chief Executive Officer (CEO) Elon Musk's 56 billion dollar (approximately 8.6 trillion yen) compensation plan will be asked for re-approval by shareholder voting. Glass Lewis, a US voting advisory company, recommends opposition to compensation plans on the grounds of stock dilution, but Tesla refutes this, emphasizes that rewards are the motivation for corporate growth, and is calling for approval. How can I vote at a general shareholders' meeting? There is also a possibility that it will be a historic general shareholders' meeting for Tesla.
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    The content of this concert is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). Questions about the accuracy, reliability, or accuracy of English to Japanese machine translations are explicit or implied...
    Translated
    2024 Tesla Annual General Meeting of Shareholders (subtitle translation)
    Jun 13 15:30
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    As for the latest status of Tesla's autonomous driving system FSD12.3, which I explained on YouTube the other day, there are signs that the realization of autonomous driving will be realized within a few years if improvements accelerate further.
    Here are the results of a rough trial calculation of how much stock prices will be boosted if Tesla completes an autonomous driving system.
    If 1 million units are equipped with FSD, the stock price will be +$30 to $60 ⤴️
    If FSD is installed in 2 million units, the stock price will be +$62 to $125 ⤴️
    If FSD is installed in 10 million units, the stock price will be +$312 to $625 ⤴️
    The result was such a shock.
    $Tesla(TSLA.US)$
    Translated
    Tesla shares will rise by $625 due to completion of FSD!
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    When I bought an investment trust for the first time, the price suddenly went up that day and I made a profit of 140,000 yen 😍, but the investment trust agreement seems to be the next day... the price returned immediately after it was agreed the next day... it started with a loss of 140,000 yen 😭
    Translated
    Looking back on Toyota Motor Corporation stock over the past week, it can definitely be said that it was the biggest “rising market” in the past 3 years, but what became the driving force was that the company actively disclosed its electric vehicle (EV) strategy. Also, personnel changes at the general shareholders' meeting held on the 14th are also one of the causes of the changes.
    Toyota's stock price has risen 13% this week, boosting the total market value by 4.4 trillion yen. Toyota explained in detail its plans to follow the global EV shift trend.
    However, at the general shareholders' meeting, Chairman Akio Toyoda's plan to reappoint directors was 85%, down from 96% last year, to a record low at least since 2013.
    While selling gasoline cars and hybrid cars, Mr. Toyota took the approach of developing EVs, hydrogen, and alternative fuels to provide customers with various options, but with this, it is impossible to obtain advantages in competition with other companies.
    Major US pension funds and European investors expressed opposition to Mr. Toyota's election.
    Then, Mr. Toyota handed over the presidency to Mr. Koji Sato in April.
    The biggest challenge for Toyota today is moving to EVs. Assuming that the transition will take longer than expected, it sounds an alarm that there is a risk of resource shortages...
    Translated
    Two elements of recent changes in Toyota stock: expectations for EV strategy and general shareholders' meetings
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    $Tesla(TSLA.US)$ Financial results for the 1st quarter of 2023 will be announced on 4/20 (Thursday) Japan time after trading in US stock prices ends. Tesla has implemented drastic discounts around the world since January in order to expand sales. We are paying attention to the extent to which the effects of discounts will have an impact on automobile gross margins and operating gross margins in the current financial results. Analyst predictions and points of interest for the current financial results have been summarized on slides.
    Translated
    Tesla Q1 financial results will finally be announced tomorrow morning
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