share_log
快訊 ·  07/09 15:00

By SAM Nussey

由SAm Nussey報道

- Private Equity Firm KKR Kkr.n Plans to Cut Its Stake in Kokusai Electric 6525.t, Two People Familiar With the Matter Said, Cashing in After a Blistering Run for Shares in the Japanese Chip Equipment Maker.

東京,7月9日(路透社)——私募股權公司KKR計劃削減其在半導體制造商Kokusai Electric(6525.t)的股份,兩位知情人士透露,此舉是在日本芯片設備製造商股票眼花繚亂的拉漲後套現。KKR.NKKR持有Kokusai Electric約43%的股份,計劃將其一半股份出售給投資者,其中一位知情人士稱。Kokusai Electric將在市場上回購股票,這位人士說。以週一的收盤價格計算,Kokusai Electric的20%股份大約價值16億美元。

KKR, Which Holds Around 43% of Kokusai's Shares, Plans to Sell About Half of Its Stake to Investors, One of the People Said.

KKR和Kokusai Electric拒絕置評。

Kokusai Will Buy Back Shares in the Market, the Person Said.

這家半導體物理氣相沉積設備製造商於2018年從日立國際電氣中分離出來,自那時以來,其股價已經翻了大約兩番。

A 20% Stake in Kokusai Is Worth Roughly $1.6 Billion as at Monday's Closing Price.

Kokusai Electric最初是日立(6501.t)的一部分,作爲企業集團剝離非核心資產和公司私有化的一種測試案例,成爲了日本私募股權的一種題材。

KKR and Kokusai Declined to Comment.

芯片被視爲支持技術創新,包括人工智能增長的基礎設施,Kokusai Electric得益於芯片設備製造商的股票需求。

Shares in the Manufacturer of Deposition Equipment, Which Was Spun Out of Hitachi Kokusai Electric in 2018, Have Roughly Tripled Since an Initial Public Offering in October.

在截至3月的財年中,Kokusai Electric的銷售額爲1810億日元(約合11.2億美元),其中期銷售目標爲3300億日元或更高,調整後營業利潤率爲30%或更高。首次公開募股自去年10月以來,該股票猛增了近三倍。

Kokusai, Which Was Originally Part of Hitachi 6501.t, Has Been a Test Case for Private Equity in Japan as Conglomerates Shed Non-Core Assets and Companies Go Private.

Kokusai Electric最初是日立(6501.t)的一部分。應用材料(Applied Materials, AMAT.O)是美國的一家芯片競爭對手,曾於2019年試圖將Kokusai Electric出售給其,但未能獲得中國監管機構的批准。應用材料持有Kokusai Electric 15%的股份。

With Chips Seen as Underpinning Technological Innovation Including the Growth of Artificial Intelligence, Kokusai Has Been Buoyed by Demand for Shares of Chip Equipment Makers.

隨着芯片被視爲支持技術創新的基礎,包括人工智能的增長,Kokusai因對芯片設備製造商股票的需求而受益。

Kokusai, Which Reported Sales of 181 Billion Yen ($1.12 Billion) in the Year Ended March, Has Medium-Term Targets of 330 Billion Yen or More in Sales and Adjusted Operating Margin of 30% or More.

股權投資公司KKR計劃在日本股票暴漲之後削減其在日本芯片設備製造商Kokusai Electric (6525.t)的股權,半導體制造商芯片設備的需求推動了股票價格上漲。KKR持有Kokusai約43%的股權,計劃出售其股權的一半給投資者,並回購剩餘股權。兩家公司暫未對此置評。

KKR Sought to Sell Kokusai to U.S. Chip Competitor Applied Materials Amat.o in 2019. the Deal Was Terminated After Failing to Achieve Regulatory Approval in China.

KKR力爭將Kokusai Electric賣給美國芯片競爭對手應用材料(Applied Materials, AMAT.O),但因未能獲得中國監管機構的批准,該交易最終終止。應用材料持有Kokusai Electric約15%的股權。Amat.o交易未能獲得中國監管機構的批准,該交易最終終止。

Applied Has a 15% Stake in Kokusai.

應用材料持有Kokusai Electric約15%的股權。

Kokusai Also Competes With Tokyo Electron 8035.t, Whose Shares Have Risen by Almost 50% in the Year to Date. It Is Exposed to the Memory Sector and Analysts See Scope for Further Expansion in Logic.

小島也與東京電子競爭8035.t其股票在今年迄今已上漲近50%。它涉及內存板塊,分析師認爲邏輯領域有進一步擴張的空間。


($1 = 160.9400 Yen)

(1美元=160.9400日元)


(Reporting by SAM Nussey; Editing by Christopher Cushing)

(Sam Nussey報道;Christopher Cushing編輯)

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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