Ntau tus ntawm Wall Street tau twv qhov kev tswj hwm Biden txawv. Activision Tshuag yog pauv ntawm $ 77.86 ib feem, $ 17.14 qis dua $ 95 deal nqi, tab sis nce $ 12.47 los ntawm qhov chaw uas cov Tshuag tau pauv ua ntej deal. Chris Pultz, tus thawj coj saib xyuas kev lag luam ntawm kev sib koom ua lag luam arbitrage khw Kellner Capital, reckons tias tus nqi tam sim no qhia txog 50-50 lub caij nyoog uas qhov kev pom zoo dhau mus.
Txhaum txoj cai ib puag ncig. Xya lub hlis ua ntej qhov kev pom zoo tau tshaj tawm, Lina Khan, tus neeg hais lus thuam ntawm cov thev naus laus zis loj, coj los ua FTC lub rooj zaum, txawm tias Democrats tsis tau txais feem ntau txog lub Tsib Hlis. Khan tau sib cav ntev tias FTC thiab Lub Tsev Haujlwm Saib Xyuas Kev Ncaj Ncees yuav tsum xav txog qhov cuam tshuam rau kev ua haujlwm thiab lwm tus neeg muaj feem cuam tshuam ua ntej pom zoo rau kev cog lus.
Brian Quinn, tus xibfwb ntawm Boston College Law School hais tias "Nws yog qhov ua tau tag nrho tias qhov no yog qhov muaj txiaj ntsig txaus, thiab tam sim no nws muaj zog tag nrho ntawm FTC, uas qhov no muab sijhawm rau," hais tias Brian Quinn, tus xibfwb ntawm Boston College Law School.
Activision tau tshaj tawm thaum Lub Peb Hlis tias nws thiab Microsoft tau txais kev thov thib ob rau cov ntaub ntawv, uas xav kom cov tuam txhab hloov cov ntaub ntawv thiab teb cov lus nug ua lag luam.
Cov kev txhawj xeeb tiv thaiv kev ntseeg zoo li overblown. Yog tias kev ua haujlwm puas muaj kev txhawj xeeb, nws yuav tsis yog ib qho ntxiv lawm. Cov neeg ua haujlwm sib txuas lus ntawm Asmeskas thawj zaug tawm tsam qhov kev pom zoo. Tab sis ib pab pawg neeg ua haujlwm ntawm Activision-tus tswv Raven Software tau pov npav pom zoo lub tuam txhab thawj US union sub CWA. Tam sim no, tom qab tau txais kev ua haujlwm nruab nrab ntawm kev ua haujlwm nrog Microsoft cuam tshuam nrog Activision uas pib hauv 60 hnub tom qab qhov kev pom zoo kaw, CWA Thawj Tswj Hwm Chris Shelton hais tias lub koomhaum txhawb nqa qhov kev pom zoo.
Kellner's Pultz hais tias "Tau CWA ntawm lawv sab yog qhov kev pom zoo zoo,"
Lwm qhov kev txhawj xeeb: Microsoft yuav khaws Activision games tawm ntawm cov cuab yeej sib tw, tshwj xeeb
Sony
's
(SONY) PlayStation 5. Microsoft tau hais tias nws npaj yuav hwm cov deals uas twb muaj lawm thiab tso tawm tuaj Hu rau cov plaub ntug cov npe ntawm Sony lub consoles. "Peb ntseeg tias qhov kev pom zoo yuav tau txais txiaj ntsig zoo rau gamers, cov tsim tawm, thiab kev lag luam," Rima Alaily, tus kws pab tswv yim rau Microsoft's Competition Law Group, tau hais hauv nqe lus rau Barron tus.
Kev txiav tawm kev sib tw yuav ua me ntsis los pab Microsoft kom ua tiav nws cov hom phiaj. Txhawm rau kom tau txais txiaj ntsig zoo tshaj plaws ntawm Activision, cov thev naus laus zis loj yuav xav mus cuag gamers ntawm Sony systems. Microsoft tseem tab tom sim txhawb nqa nws cov kev pabcuam Xbox Game Pass subscription, thiab ntxiv Hu rau cov plaub ntug thiab World of Warcraft yuav pab kom pom tseeb nws cov nqi thiab tej zaum yuav coj cov neeg siv tshiab rau hauv Xbox ecosystem. Qhov ntawd qhia tau tias Microsoft tuaj yeem yeej hauv tsev hais plaub, yog tias nws los txog rau qhov ntawd.
"Kuv tsis xav tias FTC muaj sijhawm," hais tias Wedbush's Michael Pachter. "Thiab Microsoft paub qhov ntawd." Yog tias nws yog, Activision Tshuag yuav pauv ntawm $ 95 thaum qhov kev sib cog lus kaw, nce 22% txij hnub Thursday kaw.
Qhov ntawd tsis txhais hais tias tsis muaj kev pheej hmoo. Thaum Westchester Capital Management's Roy Behren, uas koom nrog
Kev sib koom ua ke Fund
(MERFX), nrog $ 4.3 nphom hauv cov cuab tam, ntseeg tias muaj qhov yuav tshwm sim ntau dua uas qhov kev pom zoo dhau mus tshaj li tus nqi qhia, nws tsis kam qhia cov tub ua lag luam los ua si. Behren hais tias "Yog tias koj nyiam kev twv txiaj, kev ua lag luam txhais tau hais tias nws zoo dua li kev pov npib," Behren hais. "Tab sis nws yog qhov nyuaj heev kom pom zoo rau cov neeg lag luam muag khoom kom tsuas yog ib qho kev nqis peev xwb."
Yog tias tsis muaj dab tsi ntxiv, cov tub ua lag luam yuav tsum tau xis nyob ntawm tus tswv ntawm cov khoom lag luam yog tias qhov kev lag luam poob. Cov kws tshuaj ntsuam xav tias tag nrho cov bookings, ib qho kev ntsuas ntawm kev muag khoom, yuav poob 5.5% mus rau $ 7.9 nphom hauv 2022 tom qab Activision ncua kev ua si tseem ceeb, ua ntej rov qab mus rau kev loj hlob, nce 20% mus rau $ 9.5 nphom hauv 2023. Cov nyiaj tau los yuav tsum poob 22% rau $ 2.91 ib feem hauv 2022. , ua ntej nce 34% rau $ 3.90 hauv 2023.
Cov khoom lag luam yog tus nqi tsim nyog - nws pauv ntawm 19.8 npaug ntawm kwv yees 2023 cov nyiaj tau los, piv nrog rau tsib xyoos nruab nrab ntawm 21.7, txawm tias siab dua cov neeg sib tw.
Hauv Arts
(EA) thiab
Coj-Ob Sib Tham Software
(TTWO), uas pauv ntawm 15.4 thiab 17 zaug, feem. Yog tias qhov kev pom zoo tau poob los ntawm thiab Activision ntau qhov poob rau 16.2 - nruab nrab ntawm nws cov phooj ywg - nws tus nqi yuav yog $ 63.18, nqis 19%.
Cov ntawv xov xwm sau npe
Barron's Tech
Daim ntawv qhia txhua lub limtiam rau peb cov dab neeg zoo tshaj plaws ntawm kev siv thev naus laus zis, muaj kev cuam tshuam, thiab cov neeg thiab cov khoom lag luam nyob hauv nruab nrab ntawm nws txhua yam.
Tab sis txawm tias qhov ua tsis tiav yuav yog lub sijhawm. Tus kws tshuaj ntsuam Benchmark Mike Hickey tau sau tseg hauv lub Tsib Hlis tias qhov kev thov yuav Activision lub sijhawm los tsim kho nws cov kab lis kev cai tom qab nthwv dej ntawm kev foob thiab kev daws teeb meem ntawm kev thab plaub ntawm kev sib deev thiab kev ntxub ntxaug poj niam txiv neej. Hauv tsab ntawv tshaj tawm, Activision tau hais tias nws tau "ib txwm tau cog lus rau qhov chaw nyab xeeb, txais tos ua haujlwm."
Tau rov qab los tsim cov kev ua si saum toj kawg nkaus tuaj yeem nqa cov khoom lag luam mus rau nws cov peev nyiaj 2023 $ 100 tus nqi hom phiaj, Hickey tau sau.
Microsoft tau hais tias nws ntseeg siab tias qhov kev cog lus yuav kaw nyob rau hauv lub xyoo nyiaj txiag xaus rau lub Rau Hli 2023. Feem ntau ntawm 27 tus kws tshuaj ntsuam tau teev tseg los ntawm FactSet muab nws $ 95 lub hom phiaj. Txawm
Berkshire Hathaway
(BRK.A) muaj bet qhov deal yuav kaw los ntawm nce nws cov ceg txheem ntseeg mus rau 9.5% ntawm Activision's shares. b
Sau rau Connor Smith ntawm [email tiv thaiv]