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美維權對沖基金Third Point促保誠(02378.HK)分拆亞洲及美國業務
阿思達克 02-25 10:41
美國維權對沖基金Third Point購入逾20億美元英國保誠(02378.HK)股份,並要求保誠分拆美國及亞洲業務。 Third Point認為,保誠持有的美國保險業務Jackson National Life業績極難分析,投資者因而低估保誠亞洲業務價值。他們又認為目前業務架構令公司招攬亞洲人才時處不利位置,並批評公司優先派息而非投資業務。他們指出,若亞洲及美國業務被分拆,導致該兩部分更集中於再投資,並整頓集團層面成本,保誠股價可在3年內翻倍。 《路透》引述消息報道,Third Point認為分拆為保誠英國母公司節省成本,並更好地分配資本及更好地管理美國及亞洲業務。早前有消息指保誠正考慮減少美國業務持股,包括尋求外來資本。 保誠早前分拆歐洲保險及財務管理業務後,目前受香港監管。Third Point目前持有保誠少於5%股權,為第二大股東。
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