详细介绍:
OFweek工控网讯:美国“股神”巴菲特旗下的伯克希尔哈撒韦公司10日宣布,将以每股235美元的价格收购飞机零部件以及能源生产设备制造商精密机件公司(Precision Castparts)股份。考虑到债务,该项交易价值将高达372亿美元。若此次交易顺利实施,这将是伯克希尔哈撒韦公司有史以来规模最大的一笔收购。
R88M-WP10030L-WS1值得注意的是,今年以来,受原油价格不断下滑的影响,精密机件公司股价已经累计跌去20%;而另一方面,若此次交易顺利完成,将使得伯克希尔公司结构进一步倾向高端制造行业,减少对保险和投资业务的依赖。
逢低大举收购
伯克希尔并非是首次谋求获得精密机件公司股权。数据显示,截至今年3月31日,伯克希尔持有精密机件公司3.1%的股份,以上周五收盘价计,这一持股比例大约价值8.14亿美元。
R88M-WP10030L-WS1资料显示,精密机件创立于1949年,总部位于美国俄勒冈州波特兰,是一家精密金属零件制造公司,其产品应用在航天工业及汽车工业等行业,同时还为电厂及石油、天然气管道提供零件。主要产品包括:航天喷射引擎、飞机结构控制、起落架、客货舱门、发动机盖及其他机身结构部件等,公司是波音、劳斯莱斯、空客公司、庞巴迪、赛斯纳、古德里奇等的指定零配件制造商。
财务数据显示,公司2015财年一财季实现营业收入24.12亿美元,同比下降4.59%,实现净利润3.99亿美元,同比下降17.39%。
今年以来,受能源公司管道需求下滑影响,精密机件公司股价累计跌去20%。截至上周五收盘时,公司市值约267亿美元,收于每股193.88美元。不过分析人士指出,尽管精密机件目前业绩和股价表现不佳,但该行业具备高门槛,且公司与知名工业巨头均有合作关系,因此行业地位难以撼动。此次伯克希尔收购精密机件或是巴菲特长线看好航空制造业和发电行业。另一方面,从巴菲特以往投资逻辑拉看,巴菲特偏爱具备长期竞争优势和一定护城河的企业作为标的投资。
R88M-WP10030L-WS1收购精密机件后,伯克希尔每年将增加近100亿美元的营收。股神青睐工业资产
综合伯克希尔的业绩及公司近年来在工业领域的布局来看,分析人士称,不排除伯克希尔继续推进从投资公司向工业集团的转型。截至6月30日,伯克希尔现金及现金等价物达到666亿美元,用于企业收购绰绰有余。
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