节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


BHP(ASX: BHP)最新收购Anglo American(LON: AAL)的尝试失败,报价约400亿英镑(530亿美元),知情人士向彭博新闻透露。作为全球最大商,BHP于11月20日晚提出每股约34英镑(约42.50美元)的报价,较Anglo当日收盘价27.36英镑溢价24%。该报价以股票为主、含部分现金,短暂推动Anglo伦敦股价周一上涨2.7%,触及两周高点。

该提议周日上午浮出水面,当晚即遭拒绝;尽管BHP随后确认讨论,但双方未公开报价金额。Anglo董事会拒绝提议的核心原因是预期从拟收购加拿大Teck Resources获ƛ..

Anglo还担心与BHP合并的漫长监管审查会使报价受BHP股价波动影响。Anglo长期因铜资产被视为收购目标,但其钻石和铂业务曾复杂化过往收购。BHP去年曾提490亿美元报价,因Anglo拒绝分拆南非子公司结构而放弃。

此次BHP报价较Teck交易公布前一日收盘价溢价近50%。BHP今年悉尼及伦敦股价均涨约6.6%,估值近2162亿澳元(1420亿美元)。双方均拒绝就相关交易细节置评。

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