发布于: iPhone转发:2回复:9喜欢:0
$西蒙地产(SPG)$ 取消了对 $陶布曼中心(TCO)$ 的收购,顺便还把tco起诉了……
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.

全部讨论

红盛2020-06-11 21:25

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。

Iistentoyourheart2020-06-11 00:47

Ruthless SPG. I like it.

坚信价值2020-06-10 22:20

行业龙头看空自己主业,当然是利空啊

ChangeTeddy2020-06-10 21:56

把MAC带崩了啊,MAC估值还参考下TCO的

ooioo2020-06-10 21:55

那应该利好啊,怎么自己跌了,靠,利好财务啊

时光如镜2020-06-10 21:54

tco这下要崩盘了...

静静的赤水河2020-06-10 21:51

泥沙俱下呗

ChangeTeddy2020-06-10 21:51

搞不明白spg跟着跌啥,利好啊

静静的赤水河2020-06-10 21:50

弟弟行为