Frasers增持Hugo Boss至48%，Royal
Frasers Group Up, Royal Unibrew Drops, OXB Down | Stock Movers
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Okay, thank [music] you, Stephen. Well, let's take a look at some of the stocks on the move today in Europe. I'm Tiya Adibayo alongside Stephen Carroll, and we're joined by Bloomberg's breaking news editor, Louise Moon. Louise, let's talk about Frasers Group first. And the headline's quite a lot this week. [music] It's lifted its stake in Germany's Hugo Boss to nearly 48%. So, just shy of taking full control. What's the latest share price reaction?
好的，谢谢你，斯蒂芬。那么，让我们来看看今天欧洲市场上的一些股票动态。我是蒂亚·阿迪巴约，旁边是斯蒂芬·卡罗尔，我们还请到了彭博突发新闻编辑路易丝·穆恩。路易丝，我们先来谈谈弗雷泽斯集团。这周的新闻头条可不少。它已将其在德国雨果博斯的持股比例提升至近48%。所以，距离完全控股仅一步之遥。最新的股价反应如何？
So, shares higher this morning, just over 1%, just under 2% higher. As you say, they um they've fallen short of overall control, but they have become the singest a single largest shareholder in Hugo Boss. This has been quite a long uh ongoing saga where Frasers Group has been building up stake, also made a takeover bid, um but only 17.6% of investors accepted that bid, and so therefore uh falling short of overall control.
所以，今早股价上涨，涨幅略超1%，接近2%。正如你所说，他们未能实现全面控制，但他们已成为雨果博斯最大的单一股东。这是一个相当漫长的过程，弗雷泽斯集团一直在增持股份，也提出了收购要约，但只有17.6%的投资者接受了该要约，因此未能实现全面控制。
Hugo Boss had said to investors that they thought that the offer reflected only a well, they they said the offer reflected only a 4% premium to its undersold share price. It wasn't a genuine takeover attempt. Um it was essentially Frasers uh just lifting their holding. So, they managed to convince investors of that, and and Frasers hasn't taken control. But as I say, so shares higher. Um you noted its bid's been in the in the headlines a lot this week.
雨果博斯曾向投资者表示，他们认为该报价仅反映了其被低估股价的4%溢价，并非真正的收购企图，本质上只是弗雷泽斯在增持股份。因此，他们成功说服了投资者，而弗雷泽斯并未取得控制权。但正如我所说，股价上涨。你提到，这周其收购要约频频登上头条。
They've uh also just bought Harvey Nichols. So, a lot of acquisition movement there, as is quite typical of Frasers. And Bloomberg Intelligence had an interesting note saying that both of those things kind of give it a chance to demonstrate operating discipline at two quite troubled retailers, and potentially reset investor perceptions about themselves. So, um interesting kind of string of deals that that is quite typical of of Mike Ashley and Frasers, but for two big names and shares slightly higher.
他们还刚刚收购了哈维·尼科尔斯。所以，那里有很多收购动作，这对弗雷泽斯来说很典型。彭博智库有一份有趣的报告指出，这两件事都给了它机会，在两家相当陷入困境的零售商身上展示运营纪律，并可能重塑投资者对自身的看法。所以，这一系列交易很有趣，对迈克·阿什利和弗雷泽斯来说很典型，但涉及两个大品牌，股价略涨。
Yes, indeed. And we've been looking at our colleague Maddie Parker's reporting on the property empire that the Frasers Group has built up around the UK including Harvey Nichols as well. A great read if you get a chance on the bloomberg.com and on the terminal. Let's go to Denmark next though, Louise. And this is the latest news from Royal Unibrew.
是的，确实如此。我们一直在关注同事麦迪·帕克关于弗雷泽斯集团在英国建立的房地产帝国的报道，包括哈维·尼科尔斯。如果有机会，在bloomberg.com和终端上阅读一下会很有收获。接下来，我们去丹麦，路易丝。这是来自皇家优尼布鲁的最新消息。
Yes, the the Danish brewer had their second quarter results. Shares falling just over 9%. That's the most since April. They did hold their full year guidance, but essentially analysts are saying that their second quarter was pretty weak due to a soft performance particularly in northern Europe. And makes it look even worse given strong earnings from from rivals or peers. So, you've got the likes of Heineken, AB InBev.
是的，这家丹麦酿酒商公布了第二季度业绩。股价下跌超过9%，这是自4月以来的最大跌幅。他们维持了全年指引，但分析师基本上表示，由于北欧地区表现疲软，他们的第二季度相当疲弱。而且与竞争对手或同行的强劲盈利相比，这看起来更糟。所以，像喜力、AB InBev这样的公司。
They've been doing quite well. So, that weak performance looks worse essentially in comparison. They're also analysts also noting the absence of tighter guidance given. And so as I say, shares falling on that. Again, another note from Bloomberg Intelligence saying that risks are remaining in the second half. So, noting that northern Europe weakness, cautious consumers, higher input costs, and that those pressures remaining in the second half.
他们一直表现不错。所以，相比之下，这种疲弱的表现看起来更糟。分析师还指出，没有给出更严格的指引。所以，正如我所说，股价因此下跌。另外，彭博情报的另一份报告指出，下半年风险仍然存在。所以，注意到北欧的疲软、消费者谨慎、投入成本上升，以及这些压力在下半年仍然存在。
Okay, shares falling for Royal Unibrew. We're also seeing a drop for OXB Oxford Biomedica. That's after a Deutsche Bank downgrade. Tell us more about the latest there.
好的，Royal Unibrew股价下跌。我们还看到OXB牛津生物医药的股价下跌。这是在德意志银行下调评级之后。请告诉我们更多关于那里的最新情况。
Yes, so downgraded from a buy to a hold. This is after OXB had earlier this month they had first half results. And they cut their full year revenue and profitability guidance then. They cited two main things. So, changes in client behavior and also some delays that they're experiencing. Since [snorts] then, they've already been cut by Investec and now being cut by Deutsche Bank as you say. So, the falling this morning.
是的，所以从买入下调至持有。这是在OXB本月早些时候公布上半年业绩之后。他们当时下调了全年收入和盈利指引。他们提到了两个主要原因。所以，客户行为的变化以及他们遇到的一些延迟。自那以后，他们已经被Investec下调，现在又被德意志银行下调，正如你所说。所以，今天早上股价下跌。
They're already down about 21% so far this year. So, Deutsche Bank saying that in their note saying that the burden of proof has shifted firmly towards execution after that first half update. They say that while demand does seem quite healthy, there's slower revenue conversion, there's delays as OXB themselves noted, and operational issues as well. So, really citing those those challenges. As I say, already cut by Berenberg if you do look at the analyst ratings though, still the majority are for buys.
他们今年迄今已经下跌了约21%。所以，德意志银行在报告中表示，在上半年更新后，证明责任已坚定地转向执行。他们说，虽然需求看起来相当健康，但收入转化较慢，存在延迟，正如OXB自己指出的，还有运营问题。所以，确实指出了这些挑战。正如我所说，已经被Berenberg下调，但如果你看分析师评级，大多数仍然是买入。
They've got five buys and then three holds, but quite a few changes [music] in those ratings since those first half results.
他们有五个买入和三个持有，但自上半年业绩公布以来，这些评级发生了不少变化。
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