kaka
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註冊 2014-5-7
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小弟運用巴班GDP年增率低點 + 便宜價 + 高ROE +低盈再率 + 油價低點 ,
就買進了
如果沒有併購案,應該不會賠大錢 ; 如果有併購案,小弟就笑納了.....
低價併購比較便宜,還是高價併購比較便宜 ?
如果Herbalife的商業模式違法,那麼這一群直銷公司是如何通過IPO股票上市審查 ?
真有趣 , 原來有市場大咖 TPG Capital 在評估併購Herbalife （HLF ）及其他直銷公司
劇本如下,台灣過去也曾出現類似劇本
高價 : 市場大咖 Ackman 大賺放空價差
先放空HLF ,再打壓
配合 Ackman 運用司法調查控告 + 網路媒體消息 + 併購大咖高價保守評估
引發市場"熱烈討論",配合GDP年增率向下修正....
低價 : 併購大咖也沒放棄Herbalife 併購評估 + 網路媒體消息
所以小弟已經買好HLF ,就等會不會發生併購案
感謝....
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http://www.bidnessetc.com/33297-why-tpg-capital-once-mulled-over-buying-herbalife-ltd/
By: Bob Cramer
Published: Jan 26, 2015 at 10:40 am EST
Why TPG Capital Once Mulled Over Buying Herbalife Ltd.
Private equity firm TPG Capital considered acquiring the troubled global nutrition company Herbalife last year, sources say.
Now TPG looks to acquire Avon but might revive its interest in Herbalife if deal with the former does not work out
TPG Capital is one of the world’s largest private equity investment firm which had gotten really close to acquiring Herbalife Ltd. (NYSE:HLF) last year.
As part of its ongoing interest in the multi-level marketing industry, the New York Post reports that the private equity giant had “seriously considered buying” the troubled nutritional supplements provider.
The private equity firm specializes in growth capital, leveraged buyout, and recapitalization investments in afflicted corporations and turnaround situations.
For its current interest in multi-level marketing segment, Herbalife was a major contender as potential investment due to the nutrition company’s distressed past few quarters. “They took a long look at Herbalife one year ago”, said sources privy to the matter, according to the New York Post.
Besides Herbalife, the company was also interested in acquiring Nu Skin Enterprises, Inc. (NYSE:NUS), the sources said.
Both Herbalife and Nu Skin are currently under investigation by the regulatory authorities. Since neither Herbalife nor NU Skin have responded to this news, it remains unclear why TPG’s interest in the two companies halted without any investment.
At present, the private equity firm is seeking to acquire Avon Products, Inc. (NYSE:AVP), according to a report on Dealreporting, citing inside sources. Stock of the struggling cosmetics multi-level marketer soared 20% during trading on Thursday as speculations regarding Avon going private emerged.
Analysts at B. Riley noted that the deal could potentially be made around $11-14 per share. However, another analyst at Wells Fargo issued a report addressed to clients on Friday, stating it was skeptical about the possibility. This sent Avon shares down 7.9% to $7.98 the same day.
According to speculations, if TPG Capital abandons investing in the cosmetics company after the discussions concerning Avon going private do not work out, the private equity firm could renew its interest in the nutrition company.
The sources say: “If TPG does not buy Avon, it might take a new look at Herbalife.”
Given Herbalife has seen its sales trend on a downward trail, and given TPG Capital’s focus on distressed companies looking for a turnaround, the private equity firm is more likely to opt for Herbalife.
Even though it is not clear why TPG’s interest in Herbalife ended, the obvious reason appears to be the company’s deteriorating share price, which has been slashed to half since last year. January 2014 saw Senator Ed Markey calling for an investigation into the company’s business model. Soon after the stock began to tumble and continues to do so.
The share price continued to tumble since only two months later in March 2014, the Federal Trade Commission initiated its probe into the company, which was followed by another investigation by Justice Department in April. Several other regulators, including the US Securities and Exchange Commission and State Attorney Generals, look at the troubled nutritional supplements provider.
Herbalife stock has been under a volatile streak for the past two years, following allegations by Pershing Square Capital Management’s activist investor Bill Ackman. Mr. Ackman accused Herbalife of operating under a pyramid scheme.
This accusation which Mr. Ackman vehemently reiterates time and again and the company repudiates is what has sparked the string of investigations by different regulatory bodies.
TPG is raising private equity funds worth $10 billion, looking to invest in companies that boast of “unique brands, products and services, defensible and specialized distribution models”.
Herbalife has been under a cloud for some time, surrounded with a series of accusations and investor skepticism.
Recently, it has been performing on pure investor sentiment, with price tumbling every time Mr. Ackman revived his attack, and then rising again on some favorable news supporting the company.
TPG Capital’s investment in the company would definitely take investors off-guard, causing them to weigh in on the stock and bid up the price substantially.
[ 本帖最後由 kaka 於 2015-2-5 14:25 編輯 ]
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