好莱坞世纪大并购再添变数! 激进基金“突袭式”入股华纳(WBD.US) 反对奈飞收购

智通财经02-11

智通财经APP获悉，有媒体援引知情人士透露的消息报道称，激进维权投资机构Ancora Holdings Group 已在好莱坞流媒体与影视制作领军者华纳兄弟探索公司(WBD.US)迅速建立股票投资仓位。根据媒体报道，该持仓细节以及 Ancora 的计划目前无法立即获悉，Ancora 与华纳兄弟的代表未立即回应置评请求。知情人士透露，这家刚刚入股且仓位敞口可能颇具影响力的激进投资机构计划反对华纳...

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Activist funds \"surprise\" stake in Warner (WBD.US) to oppose Netflix acquisition","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":1.95,"NFLP":0.6,"WBD":1.98,"NFLY":0.6,"NFXS":0.6,"NFLU":0.6,"PARA":1.87,"NFLW":0.6,"NFXL":0.6},"content_text":"智通财经APP获悉，有媒体援引知情人士透露的消息报道称，激进维权投资机构Ancora Holdings Group 已在好莱坞流媒体与影视制作领军者华纳兄弟探索公司(WBD.US)迅速建立股票投资仓位。根据媒体报道，该持仓细节以及 Ancora 的计划目前无法立即获悉，Ancora 与华纳兄弟的代表未立即回应置评请求。知情人士透露，这家刚刚入股且仓位敞口可能颇具影响力的激进投资机构计划反对华纳管理层前不久与流媒体超级巨头奈飞(NFLX.US)最新达成的一项收购交易——基于该项收购交易，华纳将把其电影与电视制作工作室以及HBO Max 流媒体服务彻底出售给奈飞。华纳兄弟管理层近日在一份声明表示，计划在4月前就与流媒体领军者奈飞之间的收购交易提请股东表决。该公司将于数月后召开年度股东大会并选举董事，这可能会使任何代理权争夺战都变得无关紧要。华纳兄弟是奈飞以及好莱坞另一影视制作巨头派拉蒙天舞(Paramount Skydance Corp.) 两份相互竞争的收购要约的目标。该公司已同意以每股27.75美元的价格，将其影视制作工作室以及HBO Max 流媒体服务出售给奈飞，作为一项包含债务在内、交易总额达827亿美元的交易的一部分，并计划不久后将CNN和TNT等传统有线电视网络分拆给其股东们。派拉蒙天舞(Paramount Skydance Corp.) 由科技世家后裔 David Ellison 领导，并获得其亿万富翁父亲——甲骨文创始人兼掌舵者Larry Ellison 的关键支持，当前计划以每股30美元——或对应 1,084亿美元企业价值的比奈飞更高的收购报价，寻求收购整个华纳兄弟公司。这场好莱坞世纪大收购又一次迎接重大变数最新进展显示，这场好莱坞世纪大收购又迎来变数，华纳兄弟多次拒绝派拉蒙天舞管理层的示好并且公开表示将积极推进与奈飞的合并计划，然而，派拉蒙天舞方面已经对该公司的股份发起要约收购(tender offer)。一方面，华纳兄弟管理层/董事会仍在推进与奈飞的现金交易，并计划在2026年4月前提交允许股东们最终投票;同时该公司此前也公开建议股东们拒绝派拉蒙天舞提出的要约收购。另一方面，派拉蒙天舞已经绕过管理层，直接向股东发起并延长要约收购，并在最新版本中提出替华纳承担 28亿美元解约费等甜头，以增加股东接受其方案的可能性。周二，派拉蒙天舞方面宣布改进了其收购条款，提出将承担若华纳兄弟宣告终止与流媒体巨头奈飞达成的收购交易协议而需向奈飞方面支付的 约28亿美元收购终止费。它还将在必要时为华纳兄弟的债务再融资提供坚实兜底，并且还将支付与此相关的15亿美元费用。为强调其对该要约将迅速获得美国反垄断监管批准的信心，派拉蒙天舞方面表示，将向华纳兄弟股东们支付一项“滴答费”(ticking fee)：自12月31日之后起，交易每未能在一个季度内完成，便按每股0.25美元向股东们进行派息支付。此前，在诺福克南方核心竞争对手之一的美国铁路运输巨头Union Pacific Corp宣布将与诺福克南方(Norfolk Southern Corp)进行合并后，Ancora 曾主张铁路运输巨头CSX Corp.推进并购，公开施压CSX尽快推进并购/探索合并，但并没有出现“按 Ancora 主张落地的CSX并购交易。去年，Ancora 发起行动，试图迫使美国钢铁公司放弃日本钢铁巨头新日铁(Nippon Steel)发起的收购要约。但是几个月后，这家激进投资者最终放弃了这场争夺，而美国钢铁公司最终完成了该项收购交易。激进投资者入股，本身更像“提高要约博弈强度或者抬高谈判筹码”的信号眼下华纳兄弟探索公司(WBD.US)的股价主要被并购情景锚定：市场同时在定价奈飞与华纳管理层已同意的27.75美元/股收购交易，以及 Paramount Skydance 的30美元/股竞购(并宣称对应约 1,084 亿美元企业价值)。激进投资机构Ancora选择此时入股的意义可能在于：它可能把“是否接受更高报价”的问题推到台前，提高出现“更高出价/更优条款”的概率。有媒体报道显示，Ancora 约建立了 2亿美元规模持仓，并倾向反对奈飞收购方案、推动公司更认真对待派拉蒙天舞的收购方案，甚至不排除投票代理权争夺(proxy fight)。Ancora这类激进基金经常通过股东信、公开声明甚至投票代理权争夺等激进方式来施加压力，迫使管理层采取行动最大化股东价值。因此Ancora 入股短期而言对华纳股价偏利多，也更容易带来短期波动与超预期上行“期权价值”;但它并不自动意味着“即将大涨”，因为股价已被并购报价强锚定、且胜负手在(a) 是否出现更强劲对价、(b) 股东投票与董事会流程、以及(c) 监管审查与交易完成时间。对于奈飞而言，如果成功吞下华纳，将坐拥无比庞大的IP库对奈飞营收层面最为依赖的流媒体业务平台而言，若成功收购华纳兄弟(包括此次交易口径下的“非有线资产”，包括华纳兄弟影业/电视制片厂也任务、HBO与HBO Max及其片库)，实质上意味着奈飞将从“单纯的平台型流媒体”升级为“平台 + 顶级片厂 + 超级片库/IP”一体化巨头，把长期需要对外采购/授权的高价值内容，转为可自控的长期资产，从而在“流媒体战争”中获得显著优势。对于已经拥有广泛热门IP的全球流媒体超级霸主奈飞而言，吞下华纳兄弟之后该流媒体公司的内容护城河与定价权显著增强：既能用经典片库与长寿剧集提高留存，也能用超级IP驱动新片、衍生剧、游戏、授权与周边变现;同时还能把HBO的那些风靡全球“精品剧”能力并入奈飞的全球发行体系。若交易落地，奈飞将坐拥的热门IP(按公开报道中被反复点名/列举的重点内容)主要包括众多奇幻/超级IP，比如哈利波特/“魔法世界”(含《神奇动物》)、DC宇宙(蝙蝠侠、超人、神奇女侠、自杀小队等)、黑客帝国系列、招魂系列、指环王系列、霍比特人系列以及沙丘系列等等风靡全球的热门IP，还包括HBO王牌剧集宇宙——比如权力的游戏系列(含《龙之家族》《七王国的骑士》等衍生)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding,merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610604453","isCrawlerRequest":true}

﻿好莱坞世纪大并购再添变数! 激进基金“突袭式”入股华纳(WBD.US) 反对奈飞收购

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好莱坞世纪大并购再添变数! 激进基金“突袭式”入股华纳(WBD.US) 反对奈飞收购