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
6 楼
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
7 楼
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
8 楼
Now it is rich in cash, not very good for acquiring
f*y
9 楼
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
10 楼
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?