小青蛙对JCP的分析# Stock
L*a
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jcp内部Ackman和Soros一系斗的很厉害,现任CEO Mike Ullman是今年3月刚上任的,他
也是前前任CEO,11年底离开,被Ackman(持有18%,最多)请来的苹果前高管Ron
Johnson顶替。Ron Johnson上任后雄心勃勃的改革,股价40跌到不到20.然后Mike
Ullman 重新上任,但是Ackman不爽,要继续换人。最后Ackman被Soros一系排挤出去了。
With Ackman out of the picture, that leaves J.C. Penney CEO Mike Ullman with
the task of shoring up the company. Penney's earnings report last week was
better than expected, even though revenue fell 12% to $2.7 billion. That was
an improvement on the 23% revenue drop during the same period last year.
The company also said that the first few weeks of the back-to-school
shopping season were encouraging.
这个新闻看出jcp已经开始好转。
Ackman出局是被要求卖掉所有股票的,但是新闻显示
Some are curious about the method Ackman is using to sell the shares. Rather
than selling on the open market himself, he is hiring Citigroup to
underwrite and sell the shares. Terms of the deal weren't disclosed.
Investors are wondering why Ackman is willing to pay the underwriting fees
to sell the stock so quickly. "Ackman is saying he better get out now before
it (the stock) is worth less," says Paul Swinand, analyst at Morningstar.
Meanwhile, Citigroup may be making the bet it can get a good price after
getting a chance to market the shares, Swinand says.
Ackman跟Soros显然是达成啦某种协议,股票不让Ackman自己卖,12.9全收啦,免得他
捣乱。Soros一系既然大获全胜控制董事会,贷款啊IPO还不是他们说了算,按说基本面
好转股价只会往上。现在跌成这个情况估计是自导自演的一出戏。只是不知道底在何方
。对冲基金心太黑。但是马上Q3就要出来了,圣诞也快啦,估计会大涨。
以上是我的粗浅分析,而且声明这2天的行情导致我已经被套住了,有主观因素,大家
随便看看。
参考:
http://www.usatoday.com/story/money/business/2013/08/26/jc-penn
http://www.forbeschina.com/search/%E5%BD%AD%E5%B0%BC%E7%99%BE%E
也是前前任CEO,11年底离开,被Ackman(持有18%,最多)请来的苹果前高管Ron
Johnson顶替。Ron Johnson上任后雄心勃勃的改革,股价40跌到不到20.然后Mike
Ullman 重新上任,但是Ackman不爽,要继续换人。最后Ackman被Soros一系排挤出去了。
With Ackman out of the picture, that leaves J.C. Penney CEO Mike Ullman with
the task of shoring up the company. Penney's earnings report last week was
better than expected, even though revenue fell 12% to $2.7 billion. That was
an improvement on the 23% revenue drop during the same period last year.
The company also said that the first few weeks of the back-to-school
shopping season were encouraging.
这个新闻看出jcp已经开始好转。
Ackman出局是被要求卖掉所有股票的,但是新闻显示
Some are curious about the method Ackman is using to sell the shares. Rather
than selling on the open market himself, he is hiring Citigroup to
underwrite and sell the shares. Terms of the deal weren't disclosed.
Investors are wondering why Ackman is willing to pay the underwriting fees
to sell the stock so quickly. "Ackman is saying he better get out now before
it (the stock) is worth less," says Paul Swinand, analyst at Morningstar.
Meanwhile, Citigroup may be making the bet it can get a good price after
getting a chance to market the shares, Swinand says.
Ackman跟Soros显然是达成啦某种协议,股票不让Ackman自己卖,12.9全收啦,免得他
捣乱。Soros一系既然大获全胜控制董事会,贷款啊IPO还不是他们说了算,按说基本面
好转股价只会往上。现在跌成这个情况估计是自导自演的一出戏。只是不知道底在何方
。对冲基金心太黑。但是马上Q3就要出来了,圣诞也快啦,估计会大涨。
以上是我的粗浅分析,而且声明这2天的行情导致我已经被套住了,有主观因素,大家
随便看看。
参考:
http://www.usatoday.com/story/money/business/2013/08/26/jc-penn
http://www.forbeschina.com/search/%E5%BD%AD%E5%B0%BC%E7%99%BE%E