英吉尼亚社区集团(Ingenia Communities Group)收到了AVID物业集团(AVID Property Group)提出的22亿澳元(合15.4亿美元)的收购提议,这推动这家澳大利亚房地产开发商的股价创下九个月来的最高收盘价。
Ingenia Communities Group (INA.AX) received a takeover proposal from AVID Property Group for A$2.2 billion ($1.54 billion), sending the Australian property developer's shares to their highest close in nine months.
英吉尼亚开发并运营提供租赁和度假住宿的社区,此前已收到华平投资(Warburg Pincus)提出的三项收购要约,自9月份首份要约提出以来,其股价已累计上涨超过35%。该股周一盘中一度飙升9.1%,随后收盘上涨5%,报5澳元。
Ingenia, which develops and operates communities offering rental and holiday accommodation, has already received three bids from Warburg Pincus, sending its shares up more than 35% since the first offer in September. The stock jumped as much as 9.1% on Monday before closing up 5% at A$5.
AVID以每股5.4澳元的价格收购英吉尼亚全部股份的要约,高于华平投资最新提出的每股5.25澳元的要约,较周五的收盘价溢价13.4%。
AVID's bid to buy all Ingenia shares at A$5.4 is higher than Warburg Pincus' latest offer of A$5.25 apiece and at a 13.4% premium to Friday's closing price.
该公司表示,英吉尼亚董事会已决定与AVID签署一份程序契据,并给予其最长为期六周的“软排他期”,同时终止华平投资对其数据室的访问权限。上周,英吉尼亚曾设定了与华平投资签署程序契据的10月23日截止日期。
The Ingenia board has decided to enter into a process deed with AVID and give it a period of "soft exclusivity" of up to six weeks, the company said, terminating Warburg Pincus' access to its data room. Last week, Ingenia set an October 23 deadline to sign a process deed with Warburg Pincus.
AVID的收购要约得到了某未具名的全球主权财富基金和一家全球金融赞助商的支持,其前提条件是英吉尼亚必须终止原定于8月下旬宣布的以9.925亿澳元收购皮特公司(Peet)的计划。
The AVID offer, which has backing from an unnamed global sovereign wealth fund and a global financial sponsor, hinges on Ingenia terminating a planned A$992.5-million acquisition of Peet (PPC.AX), announced in late August.
皮彻合伙人公司(Pitcher Partners)首席投资官卡梅伦·柯科(Cameron Curko)表示:“英吉尼亚显然是一组极具吸引力的资产,由于皮特交易条款的综合影响,以及在今年早些时候澳大利亚储备银行多次加息和联邦预算案变更的背景下市场对住宅房地产普遍低迷的情绪,这些资产此前被低估了。”
"Ingenia is clearly an attractive set of assets that've been underpriced due to a mix of the Peet deal terms and the general despondent sentiment towards residential real estate amidst several RBA rate hikes and the Federal Budget changes earlier this year," said Cameron Curko, CIO at Pitcher Partners.
“在此背景下出现更具优势的收购要约并不令人意外,特别是如果错失良机就将出局的话。”
"The arrival of a superior bid in that context is not surprising particularly as it was a case of participate or lose out on the opportunity."