跟几个大case比较_老虎社区_美港股上老虎 - 老虎社区

跟几个大case比较起来，这个票的交易三方（加上贷款资金方）根本不是对等关系，就算交易不成功对 $亚马逊(AMZN)$ 的影响也微乎其微，但是irbt下行风险巨大，因此这个case的premium巨高。

6月IRBT从 $凯雷(CG)$ 贷款 2亿美元作为完成亚马逊收购的过桥资金(Term Loan)，同时因为债务水平上升，亚马逊把报价压低15%至51.75美元，同时贷款的浮动利率是14.6%（基本上是还不起的水平），而凯雷还要求iRobot使用亚马逊所同意支付的9400万美元终止费中的绝大部分来优先偿还2亿美元贷款

也就是说IRBT基本上没有什么钱了，收购不成功就死了。

为了20%的premium，而且还是套利，潜在损失几乎100%，风险收益不成正比。

所以我决定这个票移出自选股……

又一个收购案。。得好好研究研究。。看这个收购价还有这么大的空间？[惊讶] [惊讶] [惊讶] 两位大佬怎么看？@OptionPlus @捷克Jack

@Yonny：又一个收购案。。得好好研究研究。。看这个收购价还有这么大的空间？[惊讶] [惊讶] [惊讶] 两位大佬怎么看？@OptionPlus @捷克Jack

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Yonny
2023-11-27
Yonny
[生病] 有點可怕，盤前跑路了。。感謝分析！
nici邵四团
2023-11-27
nici邵四团
$凯雷(CG)$ 这走势我很喜欢
小狗摩天轮
2023-11-27
小狗摩天轮
准备买点亚马逊的股票，感谢推荐
明天周日
2023-11-27
明天周日
你这样的稳健性格，赚钱是靠实力
奶粉侠
2023-11-27
奶粉侠
几个搞期权的高手都凑到一起了

发表看法

5

2

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