范思哲母公司或大跌30%？专家：若与Tapestry(TPR.US)合并失败 Capri(CPRI.US)将跌至20美元

智通财经04-25

智通财经获悉，并购套利专家表示，如果奢侈品商范思哲、Michael Kors母公司Capri (CPRI.US)与Coach母公司Tapestry (TPR.US)议中的85亿美元合并交易未能顺利完成，该公司的股价就有可能下跌约30%或更多。此前，美国联邦贸易委员会(FTC)于周一提起诉讼，要求阻止Tapestry收购其时尚行业竞争对手，，称这将消除两家奢侈手袋制造商旗舰品牌之间的"直接正面竞争"...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2430445026?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-25 11:36","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2430445026","market":"us","top_or_hot":-1,"title":"范思哲母公司或大跌30%？专家：若与Tapestry(TPR.US)合并失败 Capri(CPRI.US)将跌至20美元","media":"智通财经","content":"<div>\n<p>智通财经获悉，并购套利专家表示，如果奢侈品商范思哲、Michael Kors母公司Capri (CPRI.US)与Coach母公司Tapestry (TPR.US)议中的85亿美元合并交易未能顺利完成，该公司的股价就有可能下跌约30%或更多。此前，美国联邦贸易委员会(FTC)于周一提起诉讼，要求阻止Tapestry收购其时尚行业竞争对手，，称这将消除两家奢侈手袋制造商旗舰品牌之间的\"直接正面竞争\"...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511480887ad5bfb&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>范思哲母公司或大跌30%？专家：若与Tapestry(TPR.US)合并失败 Capri(CPRI.US)将跌至20美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n范思哲母公司或大跌30%？专家：若与Tapestry(TPR.US)合并失败 Capri(CPRI.US)将跌至20美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 11:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511480887ad5bfb&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉，并购套利专家表示，如果奢侈品商范思哲、Michael Kors母公司Capri (CPRI.US)与Coach母公司Tapestry (TPR.US)议中的85亿美元合并交易未能顺利完成，该公司的股价就有可能下跌约30%或更多。此前，美国联邦贸易委员会(FTC)于周一提起诉讼，要求阻止Tapestry收购其时尚行业竞争对手，，称这将消除两家奢侈手袋制造商旗舰品牌之间的\"直接正面竞争\"...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511480887ad5bfb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0310800965.SGD","symbol_name":"FTIF - Templeton Global Balanced A Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511480887ad5bfb&s=b","article_id":"2430445026","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511480887ad5bfb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2430445026","pubTimestamp":1714016174,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"智通财经获悉，并购套利专家表示，如果奢侈品商范思哲、Michael Kors母公司Capri 与Coach母公司Tapestry 议中的85亿美元合并交易未能顺利完成，该公司的股价就有可能下跌约30%或更多。周三，Capri的股价连续第三天下跌。机构对20名并购交易专家的调查显示，如果交易失败，Capri的股价可能会跌至20美元左右或更低，比目前的水平低30%或更多。在调查中，12位受访者认为Capri的下跌幅度在20美元至25美元之间，具体取决于预期每股收益和市盈率等指标。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4588":"碎股","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4516":"特朗普概念","CPRI":"Capri Holdings Ltd","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","TPR":"Tapestry Inc.","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4202":"服装、服饰与奢侈品"},"translate_title":"Versace's parent company may plummet 30%? Expert: Capri (CPRI.US) will fall to $20 if merger with Tapestry (TPR.US) fails","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CPRI":1,"TPR":1},"content_text":"智通财经获悉，并购套利专家表示，如果奢侈品商范思哲、Michael Kors母公司Capri (CPRI.US)与Coach母公司Tapestry (TPR.US)议中的85亿美元合并交易未能顺利完成，该公司的股价就有可能下跌约30%或更多。此前，美国联邦贸易委员会(FTC)于周一提起诉讼，要求阻止Tapestry收购其时尚行业竞争对手，，称这将消除两家奢侈手袋制造商旗舰品牌之间的\"直接正面竞争\"。几位反垄断律师表示，FTC罕见地对一宗高端时装业合并发起反垄断挑战，可能为奢侈品交易监管开创先例。FTC在一份声明中表示，合并后的公司将在全球拥有约3.3万名员工，可能会降低工资和员工福利。FTC表示:“拟议中的合并可能会剥夺Tapestry和Capri在价格、折扣和促销、创新、设计、营销和广告方面的竞争，使数百万美国消费者无法从Tapestry和Capri的正面竞争中获益。”对合并套利交易交易员来说，挑战在于弄清楚法庭上哪一方会占上风，结果可能要几个月后才能知道。周三，Capri的股价连续第三天下跌。自周一收盘以来，该股已下跌约6%，最后交易价格约为35.50美元，远低于每股57美元的收购报价。在8月份宣布合并之前，该股接近35美元。过去两个季度，Capri公布的业绩令人失望，这让交易员的观点更加复杂。机构对20名并购交易专家的调查显示，如果交易失败，Capri的股价可能会跌至20美元左右或更低，比目前的水平低30%或更多。潜在下跌的价格反映了受访者对该股年底前价值的看法，一些受访者预计届时对合并的命运会有更清晰的认识。自8月份公布业绩以来，拥有Michael Kors和范思哲等品牌的Capri已两次公布收益低于预期，这引发了人们对其未来几个季度业绩的担忧。该公司的下一份财报将于5月份发布。而Tapestry拥有Coach、Kate Spade和Stuart Weitzman等品牌。FBN Securities的并购套利策略师Brian Lombardi表示:“Capri的突破价是一个移动目标，在交易剩余时间很长的情况下，这使得判断变得更加复杂。”对他来说，潜在的下跌幅度在22美元左右，但他认为，根据FTC起诉书及其声明中的迹象，两家公司在法庭上获胜的几率正在下降。对并购套利交易员来说，确定股价下跌是关键，因为他们希望通过押注交易完成的可能性获利，同时监控相关公司的业绩。在最近微软(MSFT.US)收购动视暴雪(ATVI.US)的交易中，交易员押注股价将进一步下跌，部分原因是外界对收购目标的业务持乐观态度。在调查中，12位受访者认为Capri的下跌幅度在20美元至25美元之间，具体取决于预期每股收益和市盈率等指标。一些受访者周二下调了他们的预期。但此前，旗下最大品牌古驰的开云集团(Kering SA)警告称，今年上半年利润将下降，显示出消费者在奢侈品上的支出前景黯淡。有四名受访者认为会有更高的突破价格，从26美元升至30美元，还有两人认为会高达33美元。有两名受访者要悲观得多，预计价格将跌至十几美元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.0","shortVersion":"4.25.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2430445026"}