BTIG将Cirsa评级下调至“中性”,认为不会有其他竞购方对Lottomatica的收购发起挑战

路透中文
Sep 25
BUZZ-BTIG将Cirsa评级下调至“中性”,认为不会有其他竞购方对Lottomatica的收购发起挑战

9月25日 - ** BTIG将西班牙博彩公司Cirsa CIRSA.MC 的评级从“买入”下调至“中性”,称预计Lottomatica LTMC.MI 的收购要约 (link) 不会面临任何竞购

** 意大利Lottomatica公司于9月初同意以28亿欧元(32亿美元) 的全股票交易收购Cirsa,此举将缔造仅次于Flutter的全球第二大上市博彩及体育博彩公司 FLUT.N

** BTIG表示,寻求参与该交易投资机会的投资者应选择持有Lottomatica的股票,因为市场尚未充分反映出合并后集团带来的益处

** 该机构认为,Lottomatica预计将实现3.15亿至4.15亿欧元的成本效益,这一目标似乎是可以达成的

** 该券商补充道,合并后集团在西班牙在线博彩市场的份额有望从目前的约6%提升至2030年的约20%

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