Kohl's Corp. Tshuag tau nce 33% nyob rau hnub Monday kev ua lag luam rau buck ib qho kev lag luam tsis zoo, tom qab lub khw muag khoom muag tau lees paub tias nws tau txais kev yuav khoom.
Phab ntsa Street Journal thawj zaug tau tshaj tawm tham txog kev thim rov qab, sau ntawv tias lub koom haum txhawb nqa los ntawm Starboard Value LP tau thov kev pom zoo muaj nqis txog $ 9 nphom. Kohl tau lees paub tias tau txais kev pom zoo rau hnub Monday thiab hais tias lub tuam txhab "yuav txiav txim siab txog kev nqis tes ua uas nws ntseeg tias yog qhov zoo tshaj plaws ntawm lub tuam txhab thiab nws cov tswv lag luam."
Cov neeg ua lag luam yuav zoo siab txog qhov kev thov, tab sis UBS cov kws tshuaj ntsuam tsis ntseeg tias nws yuav tshwm sim raws li tau piav qhia. Cov pab pawg tshawb fawb tau khaws nws cov khoom muag muag thiab $ 38 tus nqi phiaj.
"Qhov tseem ceeb yog peb ntseeg tias nws tuaj yeem nyuaj rau pawg neeg ua lag luam kom tau txais nyiaj txiag rau ob qho laj thawj: 1) Peb tsis ntseeg Kohl cov vaj tsev muaj txiaj ntsig txaus los ua haujlwm.
txaus collateral. 2) Peb tsis ntseeg tias muaj txoj haujlwm hloov pauv uas yuav ua rau cov neeg qiv nyiaj qiv nyiaj txaus los ua kom qhov kev pom zoo tshwm sim, "cov kws tshuaj ntsuam coj los ntawm Jay Sole tau sau.
Nyeem: Kohl's, Abercrombie & Fitch, Canada Goose downgraded nrog kev nce nqi yuav tsum tso zam thiab khw muag khoom nyob rau hauv 2022
UBS kwv yees tus nqi nruab nrab ntawm txhua ntawm Kohl's 409 khw muag khoom ntawm $ 6 lab txog $ 8 lab, nrog ob peb "pob zeb diamond zais" hauv pawg.
"UBS Evidence Lab cov ntaub ntawv thiab peb txoj haujlwm qhia tias Kohl muaj ob peb lub khw hauv khw muag khoom muaj txiaj ntsig zoo, xws li Manhattan," daim ntawv sau hais.
"Peb muab $ 0.8 nphom rau $ 1.9 billion tus nqi rau Kohl cov chaw faib khoom thiab lub hauv paus chaw haujlwm. Qhov tseem ceeb, peb qhov kev nqis peev ntawm $ 3.25 billion txog $ 5.00 billion tsuas yog siv tau rau kev muag khoom / xauj rov qab lub tswv yim. Ib tus kws tsim khoom vaj tsev zoo siab yuav lub cuab tam Kohl txhawm rau txhawm rau rov ua dua nws yuav muaj txiaj ntsig rau cov cuab yeej ntawm 20% mus rau 25% luv nqi vim tias muaj ntau tus nqi thiab cov teeb meem ntawm repurposing khw muag khoom.
vaj tse.”
Cov kws tshuaj ntsuam kuj xav tias cov khw muag khoom yuav pheej poob kev lag luam, feem ntau rau cov khw muag khoom tsis zoo li TJX Cos.
TXJ,
Amazon.com Inc.
AMZN,
thiab lwm hom.
Tsis tas li ntawd: Nyob rau hauv Armor siv tus kabmob kis mus rau kev txhim kho mus ntev rau kev lag luam, cov kws tshuaj ntsuam hais
Cowen cov kws tshuaj ntsuam xyuas lawv cov khoom lag luam ua tau zoo tshaj plaws thiab nce lawv lub hom phiaj rau $ 75 los ntawm $ 73.
"Cowen muab 60% mus rau 70% - ntxiv rau qhov muaj feem yuav raug kaw yog tias nyiaj txiag ruaj ntseg los ntawm $ 3 billion-ntxiv rau kev muag khoom rov qab, $ 2 nphom ntawm kev sib npaug thiab 3.0X leverage piv; Tsis tas li ntawd, yog tias qhov kev xauj rov qab muag tsis tshwm sim, qhov kev pom zoo yuav xav tau 4.0X leverage piv, tuav lub $ 2 nphom kev sib npaug sib npaug, "cov kws tshuaj ntsuam coj los ntawm Oliver Chen tau sau.
Cowen xav tias tus neeg muag khoom hloov pauv "yog txoj hauv kev," hais txog Sephora kev koom tes thiab lwm yam kev pib, tab sis cov txiaj ntsig yuav siv sij hawm ntau dua.
Kohl tau tshaj tawm cov lus hais txog qhov cuam tshuam rau Lub Ib Hlis 18 tom qab cov lus tshaj tawm los ntawm tus neeg ua lag luam ua lag luam Macellum Advisors GP LLC uas tau hais tias kev coj noj coj ua yog "cov khoom siv tsis raug" lub tuam txhab.
"Raws li peb qhov kev ua tau zoo hauv 2021, peb tab tom npaj kom dhau peb lub hom phiaj nyiaj txiag tseem ceeb 2023 ob xyoos ua ntej ntawm txoj kev npaj," tsab ntawv tau hais, tseem ceeb rau Sephora kev koom tes nrog rau lub rooj tsavxwm tshiab thiab lwm yam kev pib.
"Peb muaj kev ntseeg siab nyob rau hauv peb lub neej yav tom ntej thiab tau ua kom peb cov khoom sib faib rov qab los."
Xav intel ntawm tag nrho cov xov xwm txav kev lag luam ua ntej hnub pib? Sau npe rau peb cov ntawv xov xwm Yuav Tsum Paub Txhua Hnub.
Cov xov xwm xa tawm ntawm lwm lub khw muag khoom lag luam nce thaum hnub Monday trading. Macy's Inc.
M,
shares tau nce 16.7% thiab Nordstrom Inc.
JWN,
tau nce 10.4%.
Macy's tau ntsib nws tus kheej cov neeg ua lag luam ua lag luam siab, nrog cov neeg ua lag luam ua lag luam Jana Partners LLC txhawb nqa lub tuam txhab tig tawm nws cov lag luam e-lag luam. Cowen cov kws tshuaj ntsuam xyuas tau kwv yees tus nqi lag luam ntawm kev lag luam ntawd ntawm $ 11.5 billion.
Kohl cov khoom lag luam tau nce 38% nyob rau xyoo tas los thaum S&P 500 Performance index
SPX,
tau nce 13.1% rau lub sijhawm.
Tau qhov twg los: https://www.marketwatch.com/story/kohls-soars-after-takeover-offer-but-skeptical-analysts-question-the-retailers-real-estate-value-11643046772?siteid=yhoof2&yptr=yahoo