Cemex/Rinker
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Kuuldavasti on Cemex (NYSE CX) teinud Rinker group (NYSE RIN) ostupakkumise? Mis sellest arvata, kas saab teoks ja mis hinnaga?
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RIN lükkab ülevõtupakkumist tagasi jätkuvalt!
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Kas on mingi koht, kust võiks leida Rinkeri rahavoogusid, kuna sooviks selle ettevõtte väärtust leida.
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CX ise on narride hiljutiste soovituste nimekirjas - ostke tänaste hindade juures
ootavad ca. 20% aastatootlust järgneva 5 aasta jooksul -
investeering261, soovitan sobrada SEC filingutes:
http://yahoo.brand.edgar-online.com/default.aspx?cik=320193 -
tänan oliver, kuid ... kuid ma tahaks aru saada kust see pakutav hind tuleb ja miks rinker sellega ei nõustu või miks peaksid selle pakkumise vastu võtma. võhik noh..
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Aktsionäridele tundub hind liiga madal:
Reuters reports Rinker Group (RIN) formally rejected a $12 bln takeover bid by Cemex (CX) on Wednesday as opportunistic, and said the co was worth nearly 40% more. Rinker said the bid from Cemex did not recognize the value of Rinker's market positions and assets, and was trying to take advantage of a downturn in the U.S. housing market.
Üks varasem kommentaar ka:
BB&T downgraded RIN to Hold from Buy on valuation. Firm says given that RIN shares traded well above the initial offer price during trading last Friday, it would appear the signal is clear from the marketplace that CEMEX's (CX) initial offer should be sweetened if it is to gain shareholder attention. Co notes that press reports over the weekend contained speculation that an offer of closer to A$20 would be necessary to induce Rinker shareholders to sell to CX. An offer of A$20 would be equal to $15.27 or $76.34 per ADS. (They est that if this were to occur it would imply about 7% more upside in RIN shares from Friday's close.) Based on this number, firm estimates the transaction would have an enterprise value of about $14.1 bln and equate to a multiple of just over 10x EBITDA.
