8月3日,因夏普第二季度预计亏损12亿美元的资讯公布,夏普股价应声暴跌了28%。鸿海方面表示由于夏普股价大跌,双方已经达成共识,富士康可以不用按之前商议的价格履行认购义务。但是,鸿海的这个说法显然让夏普有些意外,后者随后简要表示双方并没有要重新议价。
What is going on? Kirk Yang of Barclays Capital, a bank, reckons it unlikely that Sharp willforce Hon Hai to honour its original deal. He thinks the likely outcome is for Hon Hai to takea 9.9% stake in Sharp but at a price closer to ¥200-300 rather than ¥550,where the shares stood when the deal was agreed in March. Others speculate that areworked deal may give his firm a bigger stake in Sharp.
到底发生了什么?巴克莱资本投行的分析师杨应超认为夏普不太可能逼迫鸿海按初期约定的价格履行交易。他认为比较可能的结果是鸿海按每股近200-300日元收购夏普9.9%的股份,而不是按3月和夏普谈定交易时每股500日元的价格。其他机构揣测这桩要重新商谈的交易也有可能会夏普在总收购价不变的前提下多送一些股份给鸿海。
That might seem like good news for Hon Hai. If Mr Guo does not pour all the cash he haspromised into Sharp, his investors would be relieved. The contradictory statements thisweek may simply be a result of Sharp s internal bureaucracy moving more slowly than thedynamic Mr Guo, in which case the Japanese company may well confirm a revised dealshortly.
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