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90亿美元曲线收购美国输配电巨头!巴菲特抄底遇劲敌
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Topic: 90亿美元曲线收购美国输配电巨头!巴菲特抄底遇劲敌 (Read 103 times)
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90亿美元曲线收购美国输配电巨头!巴菲特抄底遇劲敌
November 23, 2017, 08:21:31 PM
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时隔两周,巴菲特又出手了,不过这次抄底被拒的风险更大,而且可能有强劲的竞购对手。巴菲特领导的伯克希尔哈撒韦本周五宣布,将收购持有德州最大输配电企业Oncor80%股权的破产公司Energy Future,预计这笔90亿美元的全现金收购将于今年第四季度完成。这笔收购报价意味着,Oncor的股权估值为112.5亿美元。这将是巴菲特两周后又一笔利用相关公司经营不善而抄底的收购。华尔街见闻此前提到,两周前巴菲特以4亿加元入股深陷流动性危机的加拿大次贷之王Home Capital,持有38.39%的股权,较前一日该司收盘价折价近33%。而且,这次巴菲特虽然是收购Energy Future,但其获得的Oncor股权估值明显低于去年美国风电公司NextEra Energy Inc.向提出的对Oncor收购价184亿美元,看起来这笔曲线收购Oncor的买卖似乎很合算。不过,巴菲特这次收购面临不小的监管压力。在此之前,德州监管机构Texas Public Utility Commission(PUC)已经多次阻挠其他公司对Energy Future所持Oncor股权的收购。而且美国媒体指出,一切Oncor股权相关交易都必须得到监督Energy Future破产的法院批准。去年PUC否决了NextEra Energy已经与Energy Future达成的收购协议,上周第二次否决其180亿美元的收购,理由都是不符合公众利益。去年房地产公司Hunt Consolidated Inc.提出180亿到190亿美元之间的收购计划也一再被否。另外,路透还援引知情者消息称,Energy Future的最大债权人、对冲基金Elliott可能寻求竞购,该基金计划可能联手一些债权方和其他战略基础设施基金发起反收购要约。Oncor官网介绍,该司运营美国第六大、德州最大输配电系统,为德州402个城市和91个郡的1000多万居民服务。2016年该司公布盈利为4.31亿美元,此前三年利润类似。趁乱抄底 巴菲特是高手一个多月前,加拿大最大非银房地产按揭贷款机构Home Capital遭储户挤兑陷入流动性危机,股价一日暴跌60%以上,走到了倒闭边缘。今年6月22日,巴菲特唱了一出趁乱抄底的好戏。华尔街见闻文章指出,此次巴菲特救Home Capital实际仅出资3亿美元,但通过与HCG的协议在24小时内就爆赚91%:2.7亿美元,年化收益率33100%,这还没算一年后将收入囊中的1.8亿加元利息。这和金融危机期间救高盛如出一辙:当时巴菲特对高盛注资50亿美元,换回了市值50亿美元的优先股,每年可以获得10%的分红,高盛还给了他可以在任何时候以115美元购入50亿美元普通股的“看涨期权”。(详见:《巴菲特重演“拯救高盛”戏码 零风险24小时爆赚90%》)今年6月30日,伯克希尔哈撒韦宣布,决定将手中持有的美国银行优先股转换为7亿股普通股。按照认股权证,伯克希尔将以7.14美元/股的价格买入7亿股普通股,比29日美国银行收盘价折价71%,除去转换成本净赚120亿美元。华尔街见闻文章此后提到,巴菲特在不到6年前花50亿美元对美国银行的“救助投资”,现如今所有的分红(利息)加资本利得,已净赚近150亿美元,这堪称他救助类投资里面获利最为丰厚的一笔。如果仔细梳理这笔交易背后具体的条款,以及其在金融危机期间其他的“投资”,就会发现非常强的“规律性”。(详见:《50亿投资六年净赚150亿!巴菲特这算不算大发“国难财”?》)。
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