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GameStop拟以555亿美元收购eBay

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-- 周一早盘,eBay (EBAY) 股价上涨,此前电子游戏零售商 GameStop (GME) 提出以现金加股票的方式收购这家电商公司,交易总额约为 555 亿美元。 GameStop 目前持有 eBay 5% 的股份,该公司在周日发布的一份声明中表示,已提出以每股 125 美元的价格收购 eBay。这项不具约束力的收购方案采用现金加股票的等额组合,较 2 月 4 日 eBay 的收盘价溢价 46%,而 2 月 4 日正是 GameStop 开始增持 eBay 股份之日。 eBay 股价在最近的盘前交易中上涨 8.9%,而 GameStop 股价下跌 2.9%。 GameStop 计划通过其资产负债表上的现金和流动投资组合来支付此次潜在交易的现金部分,截至 1 月底,这些资产总额约为 94 亿美元,此外,该公司还计划从 TD Securities 获得高达 200 亿美元的潜在融资。 在周日致eBay董事长保罗·普雷斯勒的一封信中,GameStop首席执行官瑞安·科恩表示,这家电子游戏零售商的目标是在潜在交易完成后的一年内,为eBay削减20亿美元的年度成本,其中包括12亿美元的销售和营销费用。科恩表示,预计这些成本削减将使eBay持续经营业务的每股收益在第一年从4.26美元增至7.79美元。 科恩同时持有GameStop约9%的股份,他提议担任合并后公司的首席执行官。他在信中写道:“我不会领取任何薪水、现金奖金或巨额离职补偿金——我的报酬将完全取决于合并后公司的业绩。” 在接受《华尔街日报》采访时,科恩表示,如果eBay不接受,他准备发起代理权争夺战,并直接向股东提交该提案。已联系eBay寻求置评,但尚未收到回复。 上周,eBay公布了第一季度持续经营业务调整后每股收益为1.66美元,高于去年同期的1.37美元。营收增长19%至30.9亿美元。当时,该公司表示预计第二季度持续经营业务调整后每股收益将在1.46美元至1.51美元之间,营收将在29.7亿美元至30.3亿美元之间。FactSet目前的市场普遍预期是,eBay第二季度非GAAP每股收益为1.51美元,营收为30.1亿美元。

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