w*****n
发帖数: 368 | 1 牛人们能否解惑，为什么BABA收购YHOO行不通？
YHOO股价之所以discounted，就是因为假设YHOO套现要付至少上billion的tax。BABA收
购YHOO难道不能把这tax绕过去吗？ |
v*****k
发帖数: 7798 | 2 动机是啥呢？
【在 w*****n 的大作中提到】
: 牛人们能否解惑，为什么BABA收购YHOO行不通？
: YHOO股价之所以discounted，就是因为假设YHOO套现要付至少上billion的tax。BABA收
: 购YHOO难道不能把这tax绕过去吗？
|
w*****m
发帖数: 20421 | 3 进军美国市场，用阿里糊糊做买卖，ALIHOOHOO？LOL |
D******e
发帖数: 11265 | 4 动机是雅虎就值阿里的股份钱
在初始阶段收回公司股权？
难道以后飙到150再买回？ |
w*****n
发帖数: 368 | 5 yahoo 有baba 22%的share。baba现值230billion。就算200billion的话，yahoo 仅
baba的stock就值44billion。yahoo还有1billion多cash，yhoo japan 值5 billion。
yhoo现market value 41 billion。
这对baba来说是个坏买卖吗？
【在 v*****k 的大作中提到】
: 动机是啥呢？
|
w*****n
发帖数: 368 | 6 yahoo 有baba 22%的share。baba现值230billion。就算200billion的话，yahoo 仅
baba的stock就值44billion。yahoo还有1billion多cash，yhoo japan 值5 billion。
yhoo现market value 41 billion。
这对baba来说是个坏买卖吗？
【在 v*****k 的大作中提到】
: 动机是啥呢？
|
l**********4
发帖数: 187 | 7 Buying a sinking ship is never a good idea.
Alibaba bought yahoo China before, and it add very little value to Alibaba
later
I doubt Jack Ma will buy the whole yahoo again
He learned the lessons
But yahoo is a good target for the leveraged buy out PE
because the downside is very limited
However, you think those PE firms did not see the same reason as us?
I bet there are lots of PE firms are trying to do it
The problem is whether yahoo wants or not
I guess yahoo is not that desperate
【在 w*****n 的大作中提到】
: yahoo 有baba 22%的share。baba现值230billion。就算200billion的话，yahoo 仅
: baba的stock就值44billion。yahoo还有1billion多cash，yhoo japan 值5 billion。
: yhoo现market value 41 billion。
: 这对baba来说是个坏买卖吗？
|
v***n
发帖数: 5085 | 8 Now it is rich in cash, not very good for acquiring |
f******y
发帖数: 830 | 9 guys you have to think on both sides. yhoo share holders will not approve
this unless baba pays a huge premium, so what's the point for baba then? any
real rumor yhoo will jump and raise cost
plus taking on an us company is not easy for china adr. there is no up for
yhoo, as everyone knows
yhoo has no controk over baba, and baba does not pay divident for yhoo, baba
will like to keep it this way, yhoo on the other hand will look for chance
to cash in, to be able to buy some companies.
【在 l**********4 的大作中提到】
: Buying a sinking ship is never a good idea.
: Alibaba bought yahoo China before, and it add very little value to Alibaba
: later
: I doubt Jack Ma will buy the whole yahoo again
: He learned the lessons
: But yahoo is a good target for the leveraged buy out PE
: because the downside is very limited
: However, you think those PE firms did not see the same reason as us?
: I bet there are lots of PE firms are trying to do it
: The problem is whether yahoo wants or not
|
m****v
发帖数: 780 | 10 only 16%
【在 w*****n 的大作中提到】
: yahoo 有baba 22%的share。baba现值230billion。就算200billion的话，yahoo 仅
: baba的stock就值44billion。yahoo还有1billion多cash，yhoo japan 值5 billion。
: yhoo现market value 41 billion。
: 这对baba来说是个坏买卖吗？
|
