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梅西百貨(M.US)股價跌逾3% 花旗:不大相信收購成真
阿思達克 12-13 01:34
早前有報道稱,Arkhouse Management和Brigade Capital Management已向梅西百貨(M.US)提出580萬美元的出價,即以每股21美元私有化梅西百貨,花旗周二發布報告,直言不大相信該筆交易會發生。 花旗分析師Paul Lejuez在報告中稱,對任何事情持懷疑態度,他們不確定談判進展如何,在目前利率環境和梅西百貨長期挑戰下,融資或較困難,該行將該股評級從「中性」下調至「沽售」。 報告稱,雖然梅西百貨較其他百貨公司擁有較多房地產,但貨幣化而言,非策略性買家可能對某些地點的貨幣化持有,與管理層有不同的看法,例如出售整棟物業,而不是在芝加哥和布魯克林等地經營零售店,Herald Square是其投資組合中價值最高的房地產。 報告稱,梅西2016年曾聘請華爾街房地產金融家Doug Sesler領導其房地產團隊,其具體目標是透過房地產貨幣化幫助股東價值最大化,但Doug Sesler於2021年離開公司,表明梅西管理層未願意出售物業。(me/s) ~
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