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北京时间·🕒 发布 08:22:19时区推断·⟳ 抓取 08:23:59·⚡ 决策 07-29 08:24:51 +52s·90.8 天前
澳洲 Perpetual 拒绝 EQT 25.5亿澳元收购提案但允许有限尽调
EQT 最新 A$22.50/股报价较此前提高且 Perpetual 允许有限尽调，说明交易仍有改价谈判空间。
📄 原文Reuters↗ 原文
Australia's Perpetual said on Wednesday that EQT AB's latest A$2.55 billion ($1.78 billion) takeover proposal was not…
不做 Perpetual（PPT.AU）
当前只是拒绝已知报价并开放有限尽调，缺少董事会推荐或确定加价；报价本身已在周一披露，追并购套利 edge 不清晰。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗
关键理由
- EQT 最新 A$22.50/股报价较此前提高且 Perpetual 允许有限尽调，说明交易仍有改价谈判空间。
- 但公司董事会明确称当前报价不符合股东最佳利益，事件不是确定性接受或推荐交易。
- 收购溢价已在周一报价披露后被市场提前交易，本条 Reuters 更新更偏谈判进展而非新增落地催化。
主要风险
- 若 EQT 明确上调报价并获得董事会推荐，Perpetual 仍可能出现并购套利补涨。
- 若尽调后 EQT 不加价或撤回，股价可能回吐此前收购溢价。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-29 · 影响 weakens
董事会未接受或推荐交易，只表示当前报价不符合股东最佳利益，削弱直接做多并购落地的确定性。
检索:Perpetual EQT A$22.50 bid rejected limited due diligence 原文 ↗
原文全文
展开原文 · 821 字
Australia's Perpetual said on Wednesday that EQT AB's latest A$2.55 billion ($1.78 billion) takeover proposal was not in the best interests of shareholders, but that it would grant the Swedish buyout firm limited due diligence access as it considers a possible improved offer.
Here are some more details:
On Monday, EQT offered to pay A$22.50 per Perpetual share in the latest bid, higher than its two earlier offers and a 19% premium to the Perpetual stock's Friday close.
EQT has progressively sweetened its offer as it pursues the Australian wealth manager and trust business, with the latest proposal representing a roughly 4% increase from its initial approach.
EQT did not immediately respond to a Reuters request for comment outside regular business hours.
($1 = 1.4339 Australian dollars)
Here are some more details:
On Monday, EQT offered to pay A$22.50 per Perpetual share in the latest bid, higher than its two earlier offers and a 19% premium to the Perpetual stock's Friday close.
EQT has progressively sweetened its offer as it pursues the Australian wealth manager and trust business, with the latest proposal representing a roughly 4% increase from its initial approach.
EQT did not immediately respond to a Reuters request for comment outside regular business hours.
($1 = 1.4339 Australian dollars)
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