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北京时间·🕒 发布 17:40:11时区推断·⟳ 抓取 18:04:17·⚡ 决策 07-15 18:15:33 +11m16s·104.4 天前
Perpetual收到EQT上调后的非约束性收购提案
EQT新提案为每股22.07澳元，较7月1日收盘溢价约22%，但仍为非约束性且董事会仅在评估。
📄 原文Reuters↗ 原文
Australia's Perpetual (PPT.AX) said on Wednesday it had received a sweetened non-binding takeover proposal from Swedi…
不做 Perpetual（PPT.AU）
非约束性收购提案且公司有多次拒绝报价历史，当前更像事件驱动套利而非确定短线重定价；不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-15 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- Reuters报道EQT将报价上调至25亿澳元、每股22.07澳元，但公司称仍无确定性。市场反应:PPT.AX最新18.91澳元，仍显著低于提案价。
关键理由
- EQT新提案为每股22.07澳元，较7月1日收盘溢价约22%，但仍为非约束性且董事会仅在评估。
- 行情显示Perpetual最新约18.91澳元，距提案价仍有约16.7%空间，说明市场主要定价为交易不确定性而非确定套利。
主要风险
- 公司近年多次拒绝收购方，2022年和2023年均曾拒绝外部报价，本次仍可能无法转化为约束性交易。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-15 · 影响 weakens
同文提到Perpetual过去曾拒绝Regal Partners财团和Soul Pattinson报价，交易成功概率存在历史折价。
检索:Perpetual rejected takeover bid 2022 2023 EQT non-binding proposal risk 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 1,194 字
Australia's Perpetual (PPT.AX) said on Wednesday it had received a sweetened non-binding takeover proposal from Swedish private equity firm EQT AB (EQTAB.ST) , valuing the financial services provider at A$2.50 billion ($1.75 billion).
Under the revised offer, EQT would buy all of Perpetual's shares for A$22.07 per share, a near-22% premium to the firm's close on July 1, before the company disclosed EQT's initial approach to the market.
The latest bid exceeds EQT's earlier A$2.45 billion proposal , which Perpetual rejected after determining it did not adequately reflect the company's value.
The board said it was assessing the revised offer but cautioned there was no certainty it would result in a binding transaction.
The renewed takeover approach marks the latest attempt to acquire the 140-year-old financial services group, which has fended off several suitors in recent years.
In 2022, it rejected a A$1.7 billion takeover bid from a consortium including portfolio manager Regal Partners (RPL.AX) , and the next year it turned down a A$3.1 billion offer from its largest shareholder, Washington H Soul Pattinson (SOL.AX) .
($1 = 1.4310 Australian dollars)
Under the revised offer, EQT would buy all of Perpetual's shares for A$22.07 per share, a near-22% premium to the firm's close on July 1, before the company disclosed EQT's initial approach to the market.
The latest bid exceeds EQT's earlier A$2.45 billion proposal , which Perpetual rejected after determining it did not adequately reflect the company's value.
The board said it was assessing the revised offer but cautioned there was no certainty it would result in a binding transaction.
The renewed takeover approach marks the latest attempt to acquire the 140-year-old financial services group, which has fended off several suitors in recent years.
In 2022, it rejected a A$1.7 billion takeover bid from a consortium including portfolio manager Regal Partners (RPL.AX) , and the next year it turned down a A$3.1 billion offer from its largest shareholder, Washington H Soul Pattinson (SOL.AX) .
($1 = 1.4310 Australian dollars)
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