RTTNews BiotechCodex · 实盘不做把握 5/10
北京时间·🕒 发布 15:21:08时区推断·⟳ 抓取 15:34:02·⚡ 决策 07-21 15:41:28 +7m26s·98.4 天前
Prologis多次提高SEGRO潜在合并提案但仍遭拒绝
Prologis披露7月10日、7月16日两次最新提案均被SEGRO董事会拒绝，当前不是确定性收购要约。
📄 原文RTTNews Biotech↗ 原文
Prologis Issues Update On Discussion Regarding Possible Combination With SEGRO
Prologis (PLD) stated that, following submission of latest proposal, its senior representatives met with SEGRO manageme…
不做 SEGRO（SGRO.GB）
多轮提案仍被拒绝，尚无正式要约和确定对价；股价已随谈判不确定性下跌，当前缺少可执行同向edge，等7月22日前正式要约或放弃要约的新公告。
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 2026-07-17 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Prologis披露7月10日、7月16日两次最新提案均被SEGRO董事会拒绝，当前不是确定性收购要约。
- 22日17:00前需按规则宣布是否正式要约，当前事件更像并购谈判拉锯而非可执行溢价落地。
主要风险
- 若Prologis在截止日前突然提交正式高溢价要约，SEGRO可能跳涨，但这需要新公告确认。
原文全文
展开原文 · 1,668 字
Prologis (PLD) stated that, following submission of latest proposal, its senior representatives met with SEGRO management. Prologis said the discussion did not provide meaningful clarity regarding the matters that would enable further progress.
The SEGRO board rejected March 2024 Proposal in 72 hours. Prologis made its second proposal on 10 July 2026 which was rejected on 12 July 2026. Prologis' most recent proposal was made on 16 July 2026 and rejected on 17 July 2026. Prologis said it remains ready to engage constructively at any time in the interests of all shareholders. In accordance with Rule, Prologis is required, by not later than 5:00 pm on 22 July 2026, to either announce a firm intention to make an offer for SEGRO or announce that it does not intend to make an offer for SEGRO.
Prologis noted that its assessment of SEGRO's value is grounded in the quality of its real estate and the Group's expectations for its long-term performance. Also, Prologis believes that the SEGRO defence relies on unrealistic risk assessments and assumptions to arrive at the various NAV uplifts and earnings projections.
SEGRO shares are trading at 878.20 pence, down 2.51%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 17, 2026 16:34 ET A slew of U.S. data was released during the week that threw light on trends in prices and spending. Separately, survey data reflected the consumer mood amid easing inflationary pressures. In Europe, economic output figures from the U.K. were the main news. Meanwhile, China dominated the economics news scene in Asia as the country released the latest gross domestic product and external trade data.
The SEGRO board rejected March 2024 Proposal in 72 hours. Prologis made its second proposal on 10 July 2026 which was rejected on 12 July 2026. Prologis' most recent proposal was made on 16 July 2026 and rejected on 17 July 2026. Prologis said it remains ready to engage constructively at any time in the interests of all shareholders. In accordance with Rule, Prologis is required, by not later than 5:00 pm on 22 July 2026, to either announce a firm intention to make an offer for SEGRO or announce that it does not intend to make an offer for SEGRO.
Prologis noted that its assessment of SEGRO's value is grounded in the quality of its real estate and the Group's expectations for its long-term performance. Also, Prologis believes that the SEGRO defence relies on unrealistic risk assessments and assumptions to arrive at the various NAV uplifts and earnings projections.
SEGRO shares are trading at 878.20 pence, down 2.51%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 17, 2026 16:34 ET A slew of U.S. data was released during the week that threw light on trends in prices and spending. Separately, survey data reflected the consumer mood amid easing inflationary pressures. In Europe, economic output figures from the U.K. were the main news. Meanwhile, China dominated the economics news scene in Asia as the country released the latest gross domestic product and external trade data.
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