Mr Simon沟通会时说不回答任何和TCO相关的问题时,当是就有点感觉不对。David Simon和主流传染病学家/传统价值投资者们的观点类同吧,对整体的中短期不乐观。
期待过几年复盘时,看最终这拨turbulence的末期,是不是SPG/BPY把TCO/MAC还是纳入怀中 :-) ,最终证明的观点是中短期悲观,长期依旧乐观。
Taubman Centers (NYSE:TCO) sinks 38% after Simon Property Group (SPG -4.1%) pulls out of its agreement to buy TCO and files a lawsuit against Taubman, alleging it breached covenants of their merger agreement.
The complaint is based on two separate grounds — first, that the COVID-19 pandemic has had a uniquely material and disproportionate effect on Taubman compared with other participants in the retail real estate industry and second, Taubman breached its obligations in failing to take steps to mitigate the impact of the pandemic as others in the industry have.
Mr Simon沟通会时说不回答任何和TCO相关的问题时,当是就有点感觉不对。David Simon和主流传染病学家/传统价值投资者们的观点类同吧,对整体的中短期不乐观。
期待过几年复盘时,看最终这拨turbulence的末期,是不是SPG/BPY把TCO/MAC还是纳入怀中 :-) ,最终证明的观点是中短期悲观,长期依旧乐观。