LV的母公司LVMH试图收购Tiffany
French luxury goods giant LVMH (LVMHF) has offered to buy Tiffany & Co., the iconic New York jeweler known for its little blue boxes.
法国奢侈品巨头路威酩轩集团提出要收购蒂芙尼,这一纽约具有代表性的珠宝品牌以蓝色小礼盒为经典代表。
LVMH, which is run by billionaire CEO Bernard Arnault and owns brands such as Louis Vuitton and Christian Dior, confirmed its interest on Monday following media reports of an offer over the weekend.
路威酩轩集团由身家千亿的首席执行官伯纳德·阿诺特管理,旗下品牌有路易·威登和克里斯汀·迪奥,媒体周末对收购要约进行了报道,该公司随后在周一证实了收购意向。
The French fashion conglomerate said it held "preliminary discussions" regarding a "possible transaction" with Tiffany. "There can be no assurance that these discussions will result in any agreement," it added.
这家法国时尚集团称就与蒂芙尼“可能的交易”进行了“初步讨论”,又补充说:“不能保证此次讨论能达成协议。”
Tiffany (TIF) confirmed Monday in a statement that it is reviewing an all-cash proposal from LVMH to buy the company for $120 per share. That's a premium of more than 20% over the stock's closing price on Friday.
蒂芙尼周一在一份声明中证实正在评估路威酩轩集团提出的以每股120美元的价格收购该公司的全现金方案,这比该股上周五的收盘价高出了20%以上。
Such a deal would value Tiffany at roughly $14.5 billion, but analysts believe there's a good chance that Tiffany holds out for a sweeter offer.
如此一来蒂芙尼估值约为145亿美元,但分析人士认为蒂芙尼很可能会等待更高的报价。
Oliver Chen, an analyst at Cowen, predicts that LVMH would need to propose at least $160 per share to secure a deal. Other luxury companies — such as Richemont, which owns Cartier — could make competing bids, he said.
高宏集团的分析师Oliver Chen预测路威酩轩集团需要给出每股至少160美元的价格才能做成交易。他说其他奢侈品公司,如卡地亚母公司历峰集团也会参与竞标。
Shares of Tiffany skyrocketed more than 30% in premarket trading Monday to nearly $130 per share, suggesting investors also expect a more lucrative offer. LVMH's stock barely budged in Paris.
周一蒂芙尼股价盘前暴涨30%,达到每股近130美元,这说明投资者也期待着更高的收购价格。路威酩轩集团在巴黎的股价没什么波动。
"A takeover of Tiffany could make a lot of sense," analysts at Bernstein wrote in a research note. While it's one of the world's best-known luxury brands, analysts say it still has room to grow, particularly in jewelry and watches.
伯恩斯坦公司的分析人士在研究报告中写道:“收购蒂芙尼意义重大,”虽然它只是世界著名奢侈品牌之一,但分析人士称它仍有发展空间,尤其是在珠宝和手表领域。