BUZZ-花旗恢复阿克苏诺贝尔“买入”评级,称与 Axalta 合并将打造“强势企业”

路透中文
Jan 20
BUZZ-<a href="https://laohu8.com/S/C">花旗</a>恢复阿克苏诺贝尔“买入”评级,称与 Axalta 合并将打造“强势企业”

1月20日 - ** 花旗恢复对荷兰油漆和涂料公司阿克苏诺贝尔AKZO.AS的覆盖,并给予 "买入" 评级,称拟议中的与Axalta的合并 (link) 将释放大量价值。

** 对于阿克苏股东,花旗预计合并将通过成本协同效应释放出约占市值 20% 的价值,同时还有交易完成前计划发放的 25 亿欧元特别股息。

** 券商认为公司 6 亿美元的协同增效目标是可信的,理由是双方管理团队的信念及其在成本削减措施方面的良好记录

** 花旗补充说,这笔交易有望创造一个 "新的涂料巨头",其收入基础更加多元化,有望缩小与最接近同行的估值差距

** 该经纪公司将阿克苏的目标价设定为 66 欧元,基于 75% 的交易完成概率。

** 在覆盖阿克苏诺贝尔的17位分析师中,9位将该股评为 "强烈买入 "或 "买入",7位评为 "持有",1位评为 "卖出" --LSEG数据

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