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【巴巴拜拜】阿里巴巴私有化勝算高,惟短期值搏率已有限 @ 2012-02-27T17: Back Hot News
Keyword:巴巴 阿里
Concept:公司私有化 , 阿里巴巴集團整體上市
■阿里巴巴集團宣布,以「一口價」每股13.5元的注銷價,提出全面私有化阿里巴巴(1688-HK),作價較停牌前股價有高達45.9%溢價,涉資最多196.28億元。雖然外界揣測私有化或與母公司和雅虎間的潛在交易有關,但阿里巴巴方面作出否認,並指與集團整體上市計畫無關。該公司將於今日上午復牌。
對於重新包裝後「整體上市」說,阿里巴巴集團則一直堅持這樣的表達:「整體上市的事情過幾年再說。」去年,淘寶分拆為淘寶集市、淘寶商城、一淘網之際,馬雲在致阿里巴巴員工的信中稱「阿里巴巴集團不排除在將來整體上市的可能性」。
這事關阿里一體化進程。阿里巴巴B2B公司私有化則為這基調提供了前提,也為阿里集團的更大目標創造了條件。一位阿里集團高層說,集團未來肯定會整體上市。
不管馬雲承認不承認,此舉極有可能是以退為進的“PPP策略”---就是上市-退市-再上市。如果這次阿里巴巴退市是為日後阿里巴巴集團整體上市提供一次鳳凰涅槃的機會,那麼這樣的“退”也就不成其為“退”了。只是退也罷進也好,別坑了廣大股民就行。
網友熱議阿里巴巴私有化 稱阿里退市一箭三雕

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