周一对歌舞广场的比尔阿克曼来说不是一个美好的一天。米尔巴达比亚的股票超过10%以上,收于44.08美元。这些股票现在距离圣诞节晚上近70%。
•••周一,自二月以来,苹果的股票暂时下跌低于500美元,从2月份开始,订单可能比IPhone 5的预期较弱。它收于501.77美元,下降3.56%。今年到目前为止,对冲基金最受欢迎的股份下降了5.7%。
•••与此同时,由ESL的Eddie Lampert控制的Sears Holdings持有近9%至44.60美元。星期五Esl Partners'Eddie Lampert报道他已经略低于41美元的努力购买了34万股斗争的零售商的下垂股票,使ESL和LAMPERT的总持股占优异总数的56.5%。
•••保罗歌手的Elliott Asshiates已经在Compuware上发了热量。The hedge fund, which previously offered to acquire the company for $11 per share, or a total of $2.3 billion, fired off a letter to the company’s board of directors urging it to make a decision and warned the company it is prepared to make a hostile bid, if necessary. “Our offer would provide stockholders with certain, premium value today – however, as each week passes, stockholders are exposed to greater risk as markets can move, the company's performance may continue to deteriorate, and macro events may come into play,” Elliott states in the letter. Elliott now has 8.1 percent economic ownership, which includes 6.6 percent of common stock plus derivatives equivalent to an interest in 1.5 percent of common stock.
•••这是玩合并套利的缺点。据说许多对冲基金遭受了巨大的损失联合包裹服务在两家公司被告知欧盟委员会将禁止这笔交易后,将其报价收购TNT Express 69亿美元。据报道,据报道,据报道,据报道,据报道,据报道,据报道,据据报道,据报道,据报道,据据报道,据据据报道,在星期一的股份下跌41%。UPS最初去年2月最初为TNT提供了优惠。