热门话题-BCRED第二季度赎回申请“好于预期”后,另类资产反弹

路透中文
Jun 04
热门话题-BCRED第二季度赎回申请“好于预期”后,另类资产反弹

6月4日 - ** 黑石私募信贷基金公布第二季度要约收购结果后,美国另类资产管理公司股价大涨 (link)

** 艾瑞斯管理公司(ARES.N)股价上涨5.5%,阿波罗全球管理公司(APO.N)上涨2.6%,KKR( KKR.N)上涨5.8%,凯雷集团(CG.O)上涨3.1%

** 黑石集团(BX.N)和蓝猫资本(OWL.N)涨幅均超过7%

** BCRED的投资者在第二季度的要约收购中试图回购10%的流通股,卖方分析师认为这一结果“好于预期”

** “总体而言,我们认为10%的比例好于预期,且与几天前Cliffwater出现的增持趋势一致”——Evercore分析师肖尔(Glenn Schorr)

** “我们认为这一消息喜忧参半,因为总赎回额环比有所增加,但考虑到近期其他私募信贷产品的表现,可能低于预期”——道明考恩分析师卡茨(Bill Katz)

** “预计受好于预期的结果提振,股价将走高,”卡茨补充道

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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