Vodafone and Verizon Communications aim to put the finishing touches to a $130bn deal over the holiday weekend to unravel their US mobile phone joint venture as UK investors lick their lips at the prospect of a huge cash windfall.People familiar with the deal said that after about $5bn of tax and the transfer of Verizon’s stake in Vodafone Italy，which is valued at about $5bn，the UK group could receive about $120bn split equally between cash and equity in the US company.
沃達(dá)豐和Verizon電信整個(gè)周末都在計(jì)劃推進(jìn)兩家公司近1300億美元交易的完成，交易可將兩家企業(yè)的移動(dòng)電話(huà)合資企業(yè)分拆。據(jù)知情人士透露，在征收50億美元稅收以及將意大利沃達(dá)豐中Verison的股權(quán)轉(zhuǎn)移之后，沃達(dá)豐這家英國(guó)企業(yè)可以獲得Verizon大約1200億美元的現(xiàn)金和股權(quán)。(金融時(shí)報(bào))
這一交易將成為沃達(dá)豐自2000年斥資1800億美元收購(gòu)曼內(nèi)斯曼以來(lái)規(guī)模最大的交易之一，凸顯電信業(yè)不斷變化的格局。
A deal，which the sources said could be announced as soon as Monday，would cap Verizon‘s decade-long effort to win full control of the No. 1 U.S. wireless provider.
消息人士表示，這項(xiàng)最快將在9月2日宣布達(dá)成的交易，將使Verizon結(jié)束長(zhǎng)達(dá)十年的努力，從而完全控制這家全美第一的無(wú)線(xiàn)通信營(yíng)運(yùn)企業(yè)。(雅虎新聞)
這一項(xiàng)目曾被稱(chēng)為“禿鷲項(xiàng)目”。長(zhǎng)期以來(lái)，兩家集團(tuán)一直圍繞它的未來(lái)展開(kāi)角力，Verizon不斷增加對(duì)沃達(dá)豐的壓力，要求其退出在美國(guó)的合資企業(yè)。由于交易撮合經(jīng)歷了漫長(zhǎng)的對(duì)峙時(shí)期，因此，雙方都希望盡快能有個(gè)結(jié)果。
The prospect of the third-largest merger and acquisitions deal in history would line investors’pockets as well as helping the UK economic recovery in what has been called a “massive quantitative easing injection”by people close to the talks.
這項(xiàng)史上第三大并購(gòu)交易將使投資者腰包鼓起來(lái)的同時(shí)，也會(huì)幫助英國(guó)經(jīng)濟(jì)復(fù)蘇，因此被接近交易的人士稱(chēng)為“巨大的量化寬松流動(dòng)性注入”。(金融時(shí)報(bào))
由于現(xiàn)金流入巨大，英國(guó)財(cái)政大臣奧斯本表示，將密切關(guān)注這一交易。有分析認(rèn)為，投資者不僅會(huì)保留獲得的現(xiàn)金，也會(huì)將這些資金購(gòu)買(mǎi)其他股票，從而對(duì)英國(guó)經(jīng)濟(jì)有所裨益。
Vodafone’s 12-month dividend yield stands at 5.5 percent compared with an average of 5.1 percent for its European and UK peer group，according to Thomson Reuters data.
根據(jù)湯森路透的數(shù)據(jù)，沃達(dá)豐12個(gè)月的股息率為5.5%，而歐洲和英國(guó)同業(yè)的平均數(shù)據(jù)僅為5.1%。(CNBC)
While some investors relish the idea of a special dividend and buyback spree，others say Vodafone is selling its best asset and must reinvest much of the proceeds in the company’s future to avoid reliance on low-growth European markets.
一些投資者對(duì)于派發(fā)特別紅利和回購(gòu)計(jì)劃表示贊賞，而另一些投資者則表示沃達(dá)豐正在出售其最好的資產(chǎn)，公司必須用所得為企業(yè)的未來(lái)進(jìn)行再投資，以避免對(duì)處于低增長(zhǎng)的歐洲市場(chǎng)的依賴(lài)。(CNBC)
沃達(dá)豐這一交易，將其持有的利潤(rùn)豐厚的美國(guó)移動(dòng)通信業(yè)務(wù)股權(quán)轉(zhuǎn)讓給合資伙伴Verizon，或許意味著移動(dòng)通信行業(yè)實(shí)力的重心正從歐洲轉(zhuǎn)移到美洲。
Vodafone has increasingly diversified from its“pure play”mobile strategy in the last 18 months，buying British fixed-line operator Cable & Wireless Worldwide for $1.6 billion last year and German cable operator Kabel Deutschland for $10 billion in June，its largest deal for six years.It is also building a 1 billion euro fiber-optic network in Spain with France’s Orange.
在過(guò)去一年半內(nèi)，沃達(dá)豐越來(lái)越遠(yuǎn)離其單一的移動(dòng)電話(huà)業(yè)務(wù)戰(zhàn)略，它去年以16億美元購(gòu)買(mǎi)了英國(guó)固定電話(huà)運(yùn)營(yíng)商Cable & Wireless Worldwide。今年6月，又以100億美元購(gòu)買(mǎi)了德國(guó)有線(xiàn)電視系統(tǒng)商Kabel Deutschland。公司還打算和法國(guó)橙公司共同在西班牙建設(shè)10億歐元的光纖網(wǎng)絡(luò)。(CNBC)
歐洲傳統(tǒng)的移動(dòng)電話(huà)業(yè)務(wù)正處于相對(duì)飽和狀態(tài)，沃達(dá)豐作為老牌電信營(yíng)運(yùn)商勢(shì)必重組其業(yè)務(wù)，以獲得更大利潤(rùn)。
Vodafone’s shares yesterday rallied as much as 8 percent after the British telecommunications giant confirmed it had resumed talks to sell to Verizon Communications its stake in their US joint venture Verizon Wireless in a deal which analysts believe could be worth more than $125 billion.
在英國(guó)電信巨頭確認(rèn)已經(jīng)恢復(fù)出售其美國(guó)合資企業(yè)Verizon電信的談判后，沃達(dá)豐股票29日大幅上漲了約8%。(Invezz)
盡管當(dāng)時(shí)沃達(dá)豐表示，能否達(dá)成協(xié)議還無(wú)法確定，但市場(chǎng)的表現(xiàn)顯示投資者對(duì)該交易的認(rèn)可。當(dāng)天，沃達(dá)豐股票的成交量達(dá)到4億，成為今年英國(guó)富時(shí)指數(shù)股票最大的成交量之一。據(jù)報(bào)道，當(dāng)日公司市值增加約80億英鎊。而30日，沃達(dá)豐的股票繼續(xù)上漲了1.5%。