BW Offshore下调指引股价大跌，Shell化学资产获收购兴趣
BW Offshore Sinks, Banca Generali Slumps, Shell Falls | Stock Movers
涵盖个股财报预警、并购动态与行业重组三大关键事件，数据详实且具直接参考价值，建议关注相关标的后续走势。
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The Stock Movers Report, your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data. Let's take a look now at some of stocks on the move today in Europe. I'm James Woff with Caroline Heepka and we're joined by Bloomberg's breaking news editor, Luise Moon. Louise, let's start in Norway and drill down into BW Offshore. what's going on with their outlook?
《股票异动报告》，为您汇总股市中动作频频的公司。借助彭博数据的力量。现在让我们来看看欧洲今日一些正在变动的股票。我是詹姆斯·沃夫，与卡罗琳·希普卡一起，我们邀请了彭博突发新闻编辑露易丝·穆恩。露易丝，我们从挪威开始，深入探讨BW Offshore的情况。他们的前景如何？
Shares uh have sink sink are sinking 16% on that outlook. So they've cut their fullear guidance um essentially to do with production really. Um so yeah, shares down as much as 16% the most since March 2020. So that's the real main focus. They did also have a non-cash impairment charge of about 125 million US on one of its units as well. So that's also weighing. analysts essentially saying it's a negative surprise. They they're also seeing a negative cash flow impact from all of that.
受该前景影响，股价下跌了16%。他们下调了全年指引，基本上与生产有关。是的，股价下跌多达16%，为2020年3月以来的最大跌幅。这就是主要的焦点。他们还对其一个部门计提了约1.25亿美元的非现金减值准备。这也构成了压力。分析师 Essentially 表示这是一个负面意外。他们也看到了由此带来的负面现金流影响。
So yeah, shares heavily down in Norway.
是的，挪威的股价大幅下跌。
Okay, so that's BW Offshore. Next to the Italian lender, Bank of Generali, what's the latest?
好的，这是BW Offshore。接下来是意大利贷款机构Generali银行，最新情况如何？
Yes, so we obviously had news um last week of a takeover bid uh from Montipasi trying to buy Banker Generali valuing it at about 8.7 billion euros. Um so that came last week and then later on Friday after markets uh Bank of General Ali essentially said that they're evaluating that bid that unsolicited bid um and that that you know they emphasized that the offer wasn't solicited there hadn't been any communication beforehand but they're going with standard procedures um and they will express their opinion accordingly.
是的，我们显然上周收到了消息，Montipasi试图收购Generali银行，估值约为87亿欧元。这发生在上周，随后在周五市场收盘后，Generali银行 Essentially 表示他们正在评估该要约，即这项未经 solicited 的要约，并强调该报价并非 solicited，此前没有任何沟通，但他们将遵循标准程序，并据此表达意见。
Um so yeah so that happened last week. When that first happened, shares closed down about 2% on news of the bid initially, indicating that investors think potentially it's unlikely. Um shares obviously reacting from that semi- response uh that came after market closed out on Friday. Down another about 1.5% this morning. So looks like there's quite a lot of uh convincing to be done on any deal that might come there. Obviously that would be if uh that happens that would be kind of the latest marker of consolidation in the Italian um banking space.
是的，所以这发生在上周。当这一消息首次出现时，股价因收购消息 initially 下跌了约2%，表明投资者认为这可能不太可能。股价显然对周五收盘后出现的 semi- response 做出了反应。今早又下跌了约1.5%。看起来任何可能达成的交易都需要大量的说服工作。显然，如果发生这种情况，那将是意大利银行业整合的最新标志。
And lastly, Shell, it's US chemical facilities are drawing some interest.
最后，壳牌（Shell），其美国化工设施正引起一些兴趣。
Yeah. So there was a a report um early this morning uh by the FT, the Financial Times, saying that Shell's US chemicals unit had had takeover interest by quite a host of parties. So not limited to but including Exxon Mobile, Apollo and others. they they put in initial non-binding bids. Um, and the FT is saying that that could fetch $8 billion US, which seems like a big sum, but actually they're saying that that is quite a steep discount if you compare that to how much Shell has invested um in those assets.
是的。所以今天早上早间《金融时报》（Financial Times）发布了一份报告，称壳牌（Shell）的美国化工业务部门收到了众多买家的收购意向。因此，买家不仅限于埃克森美孚（Exxon Mobile）、阿波罗（Apollo）等公司。他们提交了初步的非约束性报价。据《金融时报》报道，这笔交易可能价值80亿美元，这看起来是一笔巨款，但实际上，如果将其与壳牌在这些资产上的投资额进行比较，这个价格相当折价。
For Shell, if this happened, it would be in line with their strategy, their ongoing strategy to sell off underperforming units and focus on their core of oil and gas. Um but as I say yet to be yet to have kind of more detail or if this is going to happen and Shell are kind of yet to respond to these uh reports as well. Shares slightly lower this morning but really little moved. Um obviously there's the wider picture of oil today anyway.
对于壳牌来说，如果此事发生，将符合其持续剥离表现不佳的业务单元并专注于油气核心业务的战略。但正如我所说，目前尚未有进一步的细节，也不确定此事是否会成真，壳牌也尚未对这些报道作出回应。今早股价略有下跌，但变动不大。当然，无论如何还有更广泛的石油市场背景。
Um you know snapping a run of gains. So it's a bit of a wait and see approach in terms of oil for traders waiting of uh best sense plan for Iran. Um so that's also pulling or because that wait and see BP is also slightly lower but also relatively little change. So it's a bit of a mixed um two sides of of news there for Shell. One being that potential bit of M&A and then the wider oil picture but so shares kind of wavering a bit there but slightly lower.
嗯，你知道的，结束了之前的上涨势头。因此，在石油方面，交易者采取了一种观望态度，等待对伊朗局势的最佳应对方案。这也是导致布伦特原油（BP）略有下跌的原因，但变化相对较小。所以，对于壳牌来说，消息面可谓喜忧参半：一方面是潜在的并购机会，另一方面是更广泛的石油市场格局。因此，股价有些波动，但总体略有下跌。
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