-- (第三段更新了eBay的聲明) 週一早盤,eBay (EBAY)股價上漲,此前電子遊戲零售商GameStop (GME)提出以現金加股票的方式收購這家電商公司,交易總額約為555億美元。 GameStop目前持有eBay 5%的股份,該公司在周日的聲明中表示,已提出以每股125美元的價格收購eBay。這項不具約束力的收購要約採用現金加股票的等額組合,較eBay 2月4日的收盤價溢價46%,而2月4日正是GameStop開始增持eBay股份的日子。 eBay在周一的聲明中證實,已收到GameStop主動提出的收購要約,並表示其董事會將對該要約進行審查。 eBay表示,在收到該要約之前,並未與GameStop進行任何討論或接洽。 在最近一次盤前交易中,eBay股價上漲7.4%,而GameStop股價下跌2.8%。 GameStop計劃透過其資產負債表上的現金和流動性投資組合來支付潛在交易的現金部分,截至1月底,這些資產總額約為94億美元,此外,該公司還可能從道明證券獲得高達200億美元的潛在融資。 GameStop執行長瑞安·科恩在周日致eBay董事長保羅·普雷斯勒的一封信中表示,這家電子遊戲零售商的目標是在潛在交易完成後的一年內,削減eBay每年20億美元的成本,其中包括12億美元的銷售和營銷費用。科恩表示,預計這些成本削減將使eBay持續經營業務的每股收益在第一年從4.26美元增加到7.79美元。 科恩同時持有GameStop約9%的股份,他提議擔任合併後公司的執行長。 「我不會領取任何薪水、現金獎金或巨額離職補償金——我的報酬將完全取決於合併後公司的業績,」他在信中寫道。 科恩在接受《華爾街日報》採訪時表示,如果eBay不接受他的提議,他準備發起代理權爭奪戰,並直接向股東提交提案。 上週,eBay公佈了第一季持續經營業務的調整後每股收益為1.66美元,高於去年同期的1.37美元。營收成長19%至30.9億美元。當時,該公司表示,預計第二季持續經營業務的調整後每股收益將在1.46美元至1.51美元之間,營收將在29.7億美元至30.3億美元之間。 FactSet目前的普遍預期是,eBay的非GAAP每股收益為1.51美元,營收為30.1億美元。
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