amostupper
Nuovo forumer
Aggiungo, da quello che ho capito, che non è un titolo subordinato.
Nuove_emissioni, collocamenti Nuove Emissioni (3 lettori)
- Creatore Discussione Giontra
- Data di Inizio
Aggiungo, da quello che ho capito, che non è un titolo subordinato.
Imark
Forumer storico
Quello in cima alla lista è il default di GM, per gli altri c'è ampia scelta: qualche grande banca esposta a forte leva che ha bisogno di un nuovo maxi salvataggio, qualche paese dell'est che vede la propria valuta sotto forte attacco speculativo o che va in default, qualche hedge fund esposto a forte leva che defaulta... hai voglia...
Giontra
Forumer storico
Ti rispondo nel 3d "Lituania" che è diventato il punto di raccolta
delle info e dei commenti che riguardano i paesi Baltici ed i paesi dell'Est.
massimarca
Nuovo forumer
IMHO, il prezzo paga il merito di credito. Se gli emittenti vogliono fare raccolta devono pagare bene. Le nuove emissioni per un po' saranno tutte così.
Imark
Forumer storico
Ed infatti ... con il senno di poi, anche questo bond era un'eccellente occasione... il riacquisto in essere di quote azionarie degli imbottigliatori condotte su ampia scala da Coca e Pepsi hanno concorso a spingere in alto le quotazioni ... se solo si riuscisse a conoscere tutte le dinamiche di tutti i compartimenti...
PepsiCo Offers About $6 Billion to Buy Out Bottlers (Update2)
April 20 (Bloomberg) -- PepsiCo Inc., the world’s second- largest soft-drink maker, offered about $6 billion in cash and stock to buy out other shareholders of its two biggest bottlers to gain greater control over product sales in North America.
PepsiCo is offering the equivalent of $29.50 per share for stock it doesn’t already own in its biggest bottler, Pepsi Bottling Group Inc., and $23.27 for PepsiAmericas Inc. shares. The offers are 17 percent higher than the bottlers’ closing prices on April 17, Purchase, New York-based PepsiCo said today.
.....
Fa un po' ridere: un imbottigliatore di Pepsi, il cui rating beneficia di un uplift in virtù del supporto che verrebbe dal questa società in caso di difficoltà finanziarie, sebbene essa non sarebbe tenuta neanche al supporto parentale, visto che non c'è controllo, rifiuta l'offerta di acquisto della stessa Pepsi definendola "grossolanamente inadeguata".
Che discoli...
PS: prometto prima o poi di fare uno spin off dedicato ai bond del comparto packaging...
Pepsi Bottling rejects PepsiCo acquisition offer
Pepsi Bottling Group turns down PepsiCo acquisition offer, says it is 'grossly inadequate'
SOMERS, N.Y. (AP) -- Pepsi Bottling Group Inc. said Monday that it has rejected what it called a "grossly inadequate" acquisition offer from soft drink maker PepsiCo Inc.
The bottler also looked to further shield itself from any bids that it doesn't deem favorable, saying it had approved a stockholder rights plan. Such plans, also known as "poison pills," are commonly used as a way to try to hold off hostile takeover attempts.
The $6 billion proposal for Pepsi Bottling and PepsiAmericas would have let PepsiCo control about 80 percent of its total North American beverage volume.
Pepsi Bottling Group stated in a letter sent to PepsiCo Chairman and Chief Executive Indra Nooyi that it values its relationship with PepsiCo, but would not agree to a deal that doesn't reflect its "true value."
Pepsi Bottling pointed out to PepsiCo that the offer, made April 20, came two days before its first-quarter earnings. The bottler's first-quarter profit more than doubled on a favorable tax audit settlement, which led it to boost its earnings forecast for the year. The results also easily beat Wall Street's expectations.
Pepsi Bottling said its board's decision was based on the unanimous recommendation of a special committee made up of independent directors.
The board also approved retention arrangements for some key workers and bylaw amendments related to notice and informational requirements for stockholder actions.
PepsiCo currently owns 33 percent of Somers, N.Y.-based Pepsi Bottling group and 43 percent of PepsiAmericas, which is based in Minneapolis. Its offers equated to $29.50 per for share for Pepsi Bottling Group and $23.27 per share for PepsiAmericas.
Bill Pecoriello, an analyst who heads ConsumerEdge Research LLC, said more realistic prices are at least $38 a share for Pepsi Bottling and $28 a share for PepsiAmericas. He expects PepsiAmericas to also reject the offer as inadequate.
"We believe these transactions will get done and that the bottlers will meet PepsiCo somewhere in the middle," he said.
negusneg
New Member
Avuto oggi conferma che è liberamente negoziabile. Purtroppo è già schizzata a 103
yellow
Forumer attivo
Fa un po' ridere: un imbottigliatore di Pepsi, il cui rating beneficia di un uplift in virtù del supporto che verrebbe dal questa società in caso di difficoltà finanziarie, sebbene essa non sarebbe tenuta neanche al supporto parentale, visto che non c'è controllo, rifiuta l'offerta di acquisto della stessa Pepsi definendola "grossolanamente inadeguata".
Che discoli...
PS: prometto prima o poi di fare uno spin off dedicato ai bond del comparto packaging...
Pepsi Bottling rejects PepsiCo acquisition offer
Pepsi Bottling Group turns down PepsiCo acquisition offer, says it is 'grossly inadequate'
SOMERS, N.Y. (AP) -- Pepsi Bottling Group Inc. said Monday that it has rejected what it called a "grossly inadequate" acquisition offer from soft drink maker PepsiCo Inc.
The bottler also looked to further shield itself from any bids that it doesn't deem favorable, saying it had approved a stockholder rights plan. Such plans, also known as "poison pills," are commonly used as a way to try to hold off hostile takeover attempts.
The $6 billion proposal for Pepsi Bottling and PepsiAmericas would have let PepsiCo control about 80 percent of its total North American beverage volume.
Pepsi Bottling Group stated in a letter sent to PepsiCo Chairman and Chief Executive Indra Nooyi that it values its relationship with PepsiCo, but would not agree to a deal that doesn't reflect its "true value."
Pepsi Bottling pointed out to PepsiCo that the offer, made April 20, came two days before its first-quarter earnings. The bottler's first-quarter profit more than doubled on a favorable tax audit settlement, which led it to boost its earnings forecast for the year. The results also easily beat Wall Street's expectations.
Pepsi Bottling said its board's decision was based on the unanimous recommendation of a special committee made up of independent directors.
The board also approved retention arrangements for some key workers and bylaw amendments related to notice and informational requirements for stockholder actions.
PepsiCo currently owns 33 percent of Somers, N.Y.-based Pepsi Bottling group and 43 percent of PepsiAmericas, which is based in Minneapolis. Its offers equated to $29.50 per for share for Pepsi Bottling Group and $23.27 per share for PepsiAmericas.
Bill Pecoriello, an analyst who heads ConsumerEdge Research LLC, said more realistic prices are at least $38 a share for Pepsi Bottling and $28 a share for PepsiAmericas. He expects PepsiAmericas to also reject the offer as inadequate.
"We believe these transactions will get done and that the bottlers will meet PepsiCo somewhere in the middle," he said.
06.05.09 17:23 - Pepsi: Ceo, takeover societa' imbottigliatrici e' vitale
NEW YORK (MD-DJ)--Secondo l'a.d. di Pepsi, Indra Nooyi, la compagnia riceverebbe notevoli benefici dal takeover dei propri gruppi imbottigliatori.
Lo ha dichiarato Nooyi senza pero' specificare come la societa' intende proseguire sulla strada di questo accordo.
Secondo il top manager la strada del takeover e' strategicamente importante per Pepsi poiche' permetterebbe un notevole risparmio di costi.
Questa settimana Pepsi Bottling, uno degli imbottigliatori di Pepsi, ha rifiutato l'offerta del colosso statunitense dichiarando che sottostimava il valore dell'azienda.