激进投资者Irenic致函Snap CEO:提出多项改革措施,拟将股价推升至26美元以上

格隆汇
Apr 01

激进投资者Irenic Capital Management致函社群媒体公司Snap的首席执行官Evan Spiegel,提出一系列改革建议,声称可将公司股价从目前约3.93美元大幅推升至26美元以上,潜在涨幅超过560%,引发市场关注。该基金目前管理资产约25亿美元,持有约2.5%的Snap A类股。具体建议方面,Irenic主张Snap应关闭或分拆其扩增实境眼镜业务Specs。该部门今年1月才被整合为全资子公司,但投资人认为该业务回报有限,拖累整体资源配置。此外,Irenic亦建议大幅削减成本,包括通过人工智能导入取代部分人力,裁减约1000名员工,相当于约21%的员工规模。对此,Snap董事长Michael Lynton回应称,公司欢迎所有股东意见,并持续与投资人就策略、资本配置与公司治理进行沟通。

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