发布于: 雪球转发:0回复:0喜欢:0
回复@Ricky: 这个还需要不需要SEC批准?感觉内幕消息太厉害了。高德这公司很没自信,下午在新浪微博那个贱兮兮的样子//@Ricky:回复@张亮Mike:原因也有可能是:
1、高德软件是通过增发新股让阿里巴巴集团入股的,老股东被稀释了
In addition, AutoNavi announced that the parties have entered into definitive agreements whereby Alibaba, through a wholly owned subsidiary, will invest approximately $294 million in newly issued preferred and ordinary shares of the Company, representing approximately 28% of the Company's total issued and outstanding shares on a fully-diluted basis.
2、按照2.94亿美元占股28%,估值仅10亿美元,相对昨天收盘价15美元市值7.34亿美元,溢价并不高
引用:
2013-05-10 22:40
我对阿里入股高德反而股价大跌的理解是:投资人本来想借收购解套,但发现只是注资,这让一批投资人很失望,他们对高德长期做移动地图的信心不足。那我的问题是:长期来看高德在移动地图业务上相对百度有何优势?