美国激进基金 Elliott Investment Management 反对拟议的 6.1 万亿日元（390 亿美元）丰田自动织机私有化计划，敦促其他少数股东抵制该收购要约。该基金认为，该公司独立运营可实现更大价值。丰田集团修订报价为每股 18,800 日元，而 Elliott 认为其内在价值为每股 26,000 日元。
持有丰田自动织机 5% 股份的 Elliott Investment Management 周一在公开信中阐述了其立场。该美国激进基金表示，该公司的内在净资产价值相当于每股 26,000 日元，远高于丰田集团修订后的每股 18,800 日元报价。即使在上周招标期开始后，关于估值的争论仍在持续。 这一对峙凸显了创始家族主导的私有化交易是否为日本最大商业集团少数股东提供公平价值的担忧。随着 Elliott 加强争取更好交易的运动，这一结果可能影响投资者未来挑战类似交易的力度。 丰田集团提高了报价，但 Elliott 的反对使收购前景不明朗。这一情况可能引发关于公司估值和股东权利的更广泛讨论。
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Institutional Shareholder Services (ISS) has recommended that Tesla investors reject CEO Elon Musk's $1 trillion compensation package due to concerns over its structure and Musk's divided focus. This advice comes amid growing analyst skepticism about Tesla's high valuation, with some forecasting up to 30% downside in the stock price. The recommendation highlights tensions in Tesla's governance as the company faces competitive pressures in the electric vehicle market.
丰田将旗下附属公司丰田自动织机私有化的计划引发了与激进投资者的冲突。6月公布的初步报价本月上调15%至每股¥18,800，但总部位于美国的Elliott Investment Management批评该报价严重低估了公司价值。
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在少数股东压力下，丰田集团提高了对核心子公司丰田自动织机的私有化要约，但股价已超过修正后的报价，显示投资者不满持续。要约上调至每股18,800日元，涨幅15%，但周四东京交易中股价一度上涨5.9%至19,095日元。这表明对更高溢价的需求依然存在。
生产沙隆巴斯止痛贴的久光制药宣布进行4570亿日元（29亿美元）管理层买断以私有化，这预示着日本药企类似交易浪潮。股价飙升19%，创47年来最大涨幅。此举旨在应对短期投资者审查和政府强制降价，从而获得更大灵活性。
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Michael Burry, the investor famed from 'The Big Short,' criticized Tesla's valuation in a Substack post. He described the company's market capitalization as ridiculously overvalued and highlighted ongoing share dilution from Elon Musk's $1 trillion pay package. Burry also mocked shifting narratives among Tesla supporters amid rising competition.
Tesla shareholders overwhelmingly approved a compensation package for CEO Elon Musk that could be worth up to $1 trillion over the next decade, contingent on the company achieving ambitious performance milestones. The vote, announced at the annual shareholder meeting in Austin, Texas, on November 6, 2025, received more than 75% support. Musk celebrated the approval onstage with dancing Optimus robots, emphasizing Tesla's shift toward AI and robotics.
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Tesla CEO Elon Musk is pushing for a $1 trillion compensation package, threatening to step down if shareholders reject it on November 6, 2025. The proposal has drawn opposition from investors like New Mexico's state funds, citing poor performance and weak targets. A Yale study also links Musk's political actions to significant lost sales for the company.