智通财经APP获悉，世邦魏理仕(CBRE Equity Research)分析师约翰・德克里(John DeCree)表示，尽管凯撒娱乐(CZR.US)的45天寻购期刚刚启动，但他并不认为会出现针对凯撒娱乐的竞购大战。
德克里指出，由于交易规模庞大(含租赁负债在内超300亿美元)、当前及备考杠杆水平，加上繁琐的博彩业监管流程，市场上很难出现更高报价，这些因素大幅限制了潜在买家的范围。“费尔蒂塔(Fertitta)在这笔交易中具备独特优势：深耕博彩行业的丰富经验、主要司法辖区的现有监管牌照、与自身酒店业务形成的潜在独特协同效应，以及对高杠杆的风险承受能力。”德克里在研报中特别强调。
分析认为，费尔蒂塔可通过与旗下费尔蒂塔娱乐(Fertitta Entertainment)现有的酒店业务(包括赌场与餐饮板块)实现协同效应与资产组合优化，挖掘多重价值创造机会。
基于“并购大戏已尘埃落定”的判断，世邦魏理仕将凯撒娱乐的股票评级下调至“持有”，并将目标价调整为交易报价31美元。
凯撒娱乐股价周四收于29.08美元，较收购价存在6.2%的折价。
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