標題: Rockwell Collins ( 美股 COL ) 洛克威爾科林斯 自動化
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發表於 2017-8-27 12:44  資料 文集 短消息 
現在就等UTX要不要併購COL了
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發表於 2017-9-5 08:47  資料 文集 短消息 
https://www.bloomberg.com/news/articles/2017-09-04/united-technologies-is-said-in-deal-to-buy-rockwell-collins

United Technologies Agrees to Buy Rockwell CollinsBy Ed Hammond
, Rick Clough
, Julie Johnsson
, and Dinesh Nair
2017年9月5日 上午6:54 [GMT+8] 2017年9月5日 上午8:27 [GMT+8]



  • Companies to create aerospace division to be headed by Ortberg
  • Price of $140 a share is 18% higher than before news of talks
United Technologies Corp. agreed to buy Rockwell Collins Inc. for about $23 billion, creating an aerospace behemoth that can outfit jetliners and warplanes from tip to tail.
Rockwell Collins shareholders will receive $140 a share in cash and stock, the companies said in a statement Monday. Including net debt, the total deal value is about $30 billion.
The transaction, one of the biggest in aviation history, creates an aircraft-parts giant better positioned to withstand the squeeze from planemakers Boeing Co. and Airbus SE for pricing discounts and higher output. The resulting company will boast a broad suite of products for commercial aircraft, from Rockwell Collins’s touchscreen cockpit displays to jet engines made by the Pratt & Whitney division of United Technologies.
“This acquisition adds tremendous capabilities to our aerospace businesses,” Greg Hayes, chief executive officer of United Technologies, said in the statement. The company will focus on developing technologically advanced equipment to make aircraft “more intelligent and more connected.”
United Technologies said it will combine its aerospace business with Rockwell Collins in a new unit named Collins Aerospace Systems. Rockwell Collins CEO Kelly Ortberg will head the division, while Dave Gitlin, who currently runs UTC Aerospace Systems, will serve as president and chief operating officer.
The price of $140 a share represents an 18 percent premium to Rockwell Collins’s closing level on Aug. 4, before Bloomberg News reported on the deal talks. The Cedar Rapids, Iowa-based company closed at $130.61 on Sept. 1.
Aerospace BetRockwell Collins climbed 9.8 percent since initial reports of the deal talks, while United Technologies fell 2.9 percent in that span.
With the acquisition, United Technologies is increasing its bet on aerospace, where it has stumbled recently with the rocky rollout of a new jet engine that cost $10 billion to develop. The market accounts for about half of sales at the Farmington, Connecticut-based manufacturer, with the rest coming from elevators, air conditioners and other building systems.
The company expects the acquisition to add to adjusted earnings after the first year following closing, and generate $500 million or more in annual pretax savings and other benefits by the fourth year. The deal is expected to close by next year’s third quarter, subject to regulatory and shareholder approval, and other customary conditions.
Industry DealmakingRockwell Collins is already absorbing the largest acquisition in its history. The company earlier this year closed the acquisition of B/E Aerospace, adding deluxe jetliner seats, lavatories and galley equipment to a lineup of high-technology avionics products. That deal was valued at $8.6 billion including the assumption of debt.
When Hayes took the United Technologies helm in 2014, he pledged to consider major moves, including deals potentially in excess of $20 billion. The company sold its Sikorsky helicopter business to Lockheed Martin Corp. for $9 billion in 2015. Hayes rejected a merger proposal in early 2016 from Honeywell International Inc., saying he didn’t believe antitrust regulators would have approved the $90 billion tie-up. Honeywell later abandoned the bid.
The Rockwell Collins transaction tops United Technologies’ own $18 billion purchase of Goodrich Corp. in 2012. Billionaire Warren Buffett’s Berkshire Hathaway Inc. last year completed the acquisition of Precision Castparts Corp., a metals fabricator that produces parts for aerospace suppliers, for $37 billion including debt.
Manufacturer PressureThe industry consolidation comes as suppliers face pressure from airframe manufacturers to reduce costs and boost production rates to support faster output of narrow-body jetliners such as Airbus’s A320 and Boeing’s 737. The U.S. planemaker is also treading onto its suppliers’ turf with new businesses dedicated to spare parts and services, as well as avionics.

Rockwell Collins has a customer base that spans the world’s largest airlines, airports and private-jet operators. Those clients, combined with the company’s catalog of avionics and aircraft-cabin equipment could help insulate the merged company from Boeing’s expansion into aftermarket sales and services, Douglas Rothacker and Joel Levington of Bloomberg Intelligence said in a report before the deal was announced.
The United Technologies-Rockwell Collins deal would combine two storied companies with roots in the early days of the U.S. aviation industry.
Arthur Collins founded the eponymous short-wave radio company in 1933. Collins Radio made its mark serving a South Pole expedition by Rear Admiral Richard Byrd, also expanding into airplane communications and eventually into space as a supplier to the Mercury, Gemini and Apollo missions.
The acquirer is a descendant of the United Aircraft and Transport Corp., a conglomerate formed by Boeing founder William Boeing and Pratt & Whitney’s Frederick Rentschler. Trust busters in 1934 broke up the company, which included Boeing, Pratt and United Airlines.
Morgan Stanley served as financial adviser to United Technologies, while Wachtell, Lipton, Rosen & Katz provided legal advice. JPMorgan Chase & Co. and Citigroup Inc. were financial advisers to Rockwell Collins, and Skadden, Arps, Slate, Meagher & Flom handled legal advisory services.

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發表於 2017-9-5 09:14  資料 主頁 文集 短消息 
因為UTX仍然未貴,所以我的COL將參與合併,不會賣

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發表於 2017-9-5 09:22  資料 主頁 文集 短消息 
✉Dear    鄧     桑:

discuz! 無法貼圖請檢查一下,謝謝
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joe
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發表於 2017-9-5 09:22  資料 文集 短消息 
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發表於 2017-9-5 09:35  資料 文集 短消息 
感恩...參加巴班以來第一次被併....真的太開心了...
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發表於 2017-9-5 09:38  資料 主頁 文集 短消息 


QUOTE:
原帖由 mikeon88 於 2017-9-5 09:22 發表
✉Dear    鄧     桑:

discuz! 無法貼圖請檢查一下,謝謝

鄧 於 2017年9月5日 上午9:29 寫道:

已經請同事在看了
請稍候
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發表於 2017-9-5 09:54  資料 文集 短消息 
首先先感謝Mikeon88 大大讓小弟投資穩健成長!小弟也將追隨老大腳步續抱UTX
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發表於 2017-9-5 16:54  資料 文集 短消息 
拿接近貴的 COL 預期報酬率剩 1%
去換預期報酬率還有 7% 的 UTX
等 UTX 貴了再賣
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發表於 2017-9-5 17:37  資料 文集 短消息 
上週日回鍋看到Joe真好,感謝mikeon88 & Joe帶我投資地表上最強的公司!
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發表於 2017-9-6 11:45  資料 文集 短消息 
請問一下各位大大.有找了一些文章. 但是沒有找到想要的答案.
第一: 併購新聞已經出來, UT 用一股140美金原來做併購.
         我昨天看,其實COL還是有在做交易. 價格大概在130~131元之間.
         那如果我這時候進去買, 我不是穩賺9~10元嗎?
第二: 新聞出來之後, 是否有正式管道, 可以查詢交易何時開始? 及下市的時間呢?
不知道有沒有大大可幫忙解答.
謝謝.
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joe
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發表於 2017-9-6 19:29  資料 文集 短消息 
不是完全現金收購
部分現金,部份UTX 股票
140元收購中93.33現金+約46.67等值 UTX 股票
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發表於 2017-9-7 09:19  資料 文集 短消息 
我應該是2014年買在79.04,若以UTX 140收購,3年年複利21%! 再次感謝mike & joe~
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