Vodafone and Verizon Communications aim to put the finishing touches to a $130bn deal over the holiday weekend to unravel their US mobile phone joint venture as UK investors lick their lips at the prospect of a huge cash windfall.People familiar with the deal said that after about $5bn of tax and the transfer of Verizon’s stake in Vodafone Italy，which is valued at about $5bn，the UK group could receive about $120bn split equally between cash and equity in the US company.
沃達豐和Verizon電信整個周末都在計劃推進兩家公司近1300億美元交易的完成，交易可將兩家企業(yè)的移動電話合資企業(yè)分拆。據(jù)知情人士透露，在征收50億美元稅收以及將意大利沃達豐中Verison的股權(quán)轉(zhuǎn)移之后，沃達豐這家英國企業(yè)可以獲得Verizon大約1200億美元的現(xiàn)金和股權(quán)。(金融時報)
這一交易將成為沃達豐自2000年斥資1800億美元收購曼內(nèi)斯曼以來規(guī)模最大的交易之一，凸顯電信業(yè)不斷變化的格局。
A deal，which the sources said could be announced as soon as Monday，would cap Verizon‘s decade-long effort to win full control of the No. 1 U.S. wireless provider.
消息人士表示，這項最快將在9月2日宣布達成的交易，將使Verizon結(jié)束長達十年的努力，從而完全控制這家全美第一的無線通信營運企業(yè)。(雅虎新聞)
這一項目曾被稱為“禿鷲項目”。長期以來，兩家集團一直圍繞它的未來展開角力，Verizon不斷增加對沃達豐的壓力，要求其退出在美國的合資企業(yè)。由于交易撮合經(jīng)歷了漫長的對峙時期，因此，雙方都希望盡快能有個結(jié)果。
The prospect of the third-largest merger and acquisitions deal in history would line investors’pockets as well as helping the UK economic recovery in what has been called a “massive quantitative easing injection”by people close to the talks.
這項史上第三大并購交易將使投資者腰包鼓起來的同時，也會幫助英國經(jīng)濟復(fù)蘇，因此被接近交易的人士稱為“巨大的量化寬松流動性注入”。(金融時報)
由于現(xiàn)金流入巨大，英國財政大臣奧斯本表示，將密切關(guān)注這一交易。有分析認為，投資者不僅會保留獲得的現(xiàn)金，也會將這些資金購買其他股票，從而對英國經(jīng)濟有所裨益。
Vodafone’s 12-month dividend yield stands at 5.5 percent compared with an average of 5.1 percent for its European and UK peer group，according to Thomson Reuters data.
根據(jù)湯森路透的數(shù)據(jù)，沃達豐12個月的股息率為5.5%，而歐洲和英國同業(yè)的平均數(shù)據(jù)僅為5.1%。(CNBC)
While some investors relish the idea of a special dividend and buyback spree，others say Vodafone is selling its best asset and must reinvest much of the proceeds in the company’s future to avoid reliance on low-growth European markets.
一些投資者對于派發(fā)特別紅利和回購計劃表示贊賞，而另一些投資者則表示沃達豐正在出售其最好的資產(chǎn)，公司必須用所得為企業(yè)的未來進行再投資，以避免對處于低增長的歐洲市場的依賴。(CNBC)
沃達豐這一交易，將其持有的利潤豐厚的美國移動通信業(yè)務(wù)股權(quán)轉(zhuǎn)讓給合資伙伴Verizon，或許意味著移動通信行業(yè)實力的重心正從歐洲轉(zhuǎn)移到美洲。
Vodafone has increasingly diversified from its“pure play”mobile strategy in the last 18 months，buying British fixed-line operator Cable & Wireless Worldwide for $1.6 billion last year and German cable operator Kabel Deutschland for $10 billion in June，its largest deal for six years.It is also building a 1 billion euro fiber-optic network in Spain with France’s Orange.
在過去一年半內(nèi)，沃達豐越來越遠離其單一的移動電話業(yè)務(wù)戰(zhàn)略，它去年以16億美元購買了英國固定電話運營商Cable & Wireless Worldwide。今年6月，又以100億美元購買了德國有線電視系統(tǒng)商Kabel Deutschland。公司還打算和法國橙公司共同在西班牙建設(shè)10億歐元的光纖網(wǎng)絡(luò)。(CNBC)
歐洲傳統(tǒng)的移動電話業(yè)務(wù)正處于相對飽和狀態(tài)，沃達豐作為老牌電信營運商勢必重組其業(yè)務(wù)，以獲得更大利潤。
Vodafone’s shares yesterday rallied as much as 8 percent after the British telecommunications giant confirmed it had resumed talks to sell to Verizon Communications its stake in their US joint venture Verizon Wireless in a deal which analysts believe could be worth more than $125 billion.
在英國電信巨頭確認已經(jīng)恢復(fù)出售其美國合資企業(yè)Verizon電信的談判后，沃達豐股票29日大幅上漲了約8%。(Invezz)
盡管當(dāng)時沃達豐表示，能否達成協(xié)議還無法確定，但市場的表現(xiàn)顯示投資者對該交易的認可。當(dāng)天，沃達豐股票的成交量達到4億，成為今年英國富時指數(shù)股票最大的成交量之一。據(jù)報道，當(dāng)日公司市值增加約80億英鎊。而30日，沃達豐的股票繼續(xù)上漲了1.5%。