Macquarie's taking over offer of LSE

老杏

Any comments?

Plz find the annoucement attached.

[ Last edited by clur on 2005-12-9 at 01:11 PM ]

西边雨

大体什么意思？

老杏

就是澳洲的MBL要买伦敦股票交易所的股票(现金收购!). 这是它的第一次在伦敦的收购. 不知道有没有什么其他意味, 也不清楚对它的股票价格有什么影响.

象前一段时间News corp.收购realestae.com.au,就是他收购互连网公司策略的一部分.这之前好象收购了seek.com.au(好象是)?最近还要收购一家(忘了名字). 说明小墨还是很看好现在的网络经济的.

[ Last edited by clur on 2005-12-9 at 02:03 PM ]

daomeidan1234

老杏

News Corp的情况比较特殊. 还有其他更多因素影响股票价格.

单衣纵酒

偶还以为Macquarie大学合并了LSE呢，牛大发了。

Happybanana

一般Acquirer的价格都会跌的吧，因为一般都会溢价购买。。。。当然也有例外

Devil_Star

NEWS CORP最近这几天在猛升了, 不过根据历史记录, 它的股票太VOLATILE了, 心血少, 玩不起~
希望MBL不要重蹈NAB在英国的覆辙, 我怕怕, 上星期把MBL出手了~ 最近银行股表现不理想啊~

老杏

是啊,银行股最近是不怎么样

alex1031

Happybanana  在 2005-12-9 21:08 发表:

一般Acquirer的价格都会跌的吧，因为一般都会溢价购买。。。。当然也有例外

这个问题比较复杂，一般先是anticipation，然后确认，再是VALUE。这中间股价起落可能会很大。

小斑牛

Macqurie的机会不大，听说是想恶性兼并

老杏

不是说LSE的Board在考虑吗?

休

LSE rejects 'derisory' bid by Macquarie Bank

The London Stock Exchange (LSE) has rejected a takeover bid by Macquarie Bank, describing as "derisory" the Australian group's informal offer worth more than $3.45 billion.

"The board of London Stock Exchange rejects outright this derisory proposal which fundamentally undervalues the company and lacks any strategic or commercial credibility," the LSE said in a statement.

Macquarie Bank Limited said on Thursday that it had approached Europe's largest equity market on bid talks and indicated it would be prepared to offer 580 pence per share in cash.

The offer was made before a December 15 deadline set by the UK Takeover Panel for the Bank to make a formal bid or walk away.

Justin Bates, an analyst for Numis Securities, said that Macquarie's move had been "an attempt to buy themselves more time".

He said that "I think they will come back with another offer", adding that a bid of 675 pence would be justified.

The management of the LSE is reportedly holding out for bids in the region of 700-800 pence.

http://www.abc.net.au/news/newsitems/200512/s1528081.htm

老杏

恩，好象听说是要加钱?

就好象News bid realestate也是最后加了钱的.

不知道在英国收多少就要全面收购啊?

[ Last edited by clur on 2005-12-13 at 01:33 PM ]

老杏

Macquarie Bank faces fight for LSE
13/12/2005 07:04:19 PM
  

The chance of Macquarie Bank Ltd acquiring the London Stock Exchange (LSE) at its current bid price has faded after the bourse's largest shareholder bought more shares at a premium.

Threadneedle Asset Management - which held 12 per cent of the exchange - increased its stake by a further 300,000 shares bought at STG6.15, above Macquarie's offer of STG5.80.

LSE stock closed at STG6.16 pounds in London on Monday, suggesting the market expected Macquarie to either raise or fold its bid.

Macquarie is considering making the LSE the focus of an investment fund similar to those it operates for infrastructure, airports and other assets in Australia.

Macquarie is doing the rounds of LSE customers in London to calm fears that it will hike up fees if it takes over the exchange.

Equity trading on the LSE increased by 23 per cent in this calendar year, compared to a compound rate of 18 per cent for the past five years, supporting the argument from LSE customers that fees should be cut as volumes rise.