國際視野 - 王冠一 2014年8月16日
???湔??曌? ?瑟??雿?? 2014-08-15
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Pershing Square Capital Management?桀???喳???銝?憭抒?格?嚗?擐????舐?????亙熒憌????砍?詨熒撖嗉??(Herbalife) 嚗??嗆活?航?雿?雿?憭扳???貊????拇?踴??嚗??輯硫蝢????踹?拍?嚗??∠巨嚗???????????瘥?獢輯??嚗?Botox嚗??亙?Allergan??
?芸?舀??嚗??踹???潛???箸??隡潔?隢訾?銝?????擐???嚗??踹???潭???批熒撖嗉??隞亙惜憯?撘??券?瑟?孵??瑕?桐???瘜?銵??綽??潭釣10??蝢?????鞈剖熒撖嗉???箔?嚗?雿?摨瑕窄???喃?隞?餈?蝡?銝???嚗??踹???潸◤?潮?瑟??雿??啜???血?嚗??踹???潭????蝢???嚗????交?????輯硫蝢????踹?拍???10嚗??⊥?嚗???鞈剔????踹???蝯????舀?????拇?踴??蝜潛?????嚗?雿?蝢???????隡潔?瘙箏?閬?閫??????拇?踴??嚗??踹???潭?????冽??銵??祉?⊥飛????蝯?嚗??踹???潮???嗅豐?????踹之?亙?Valeant?臬??銵???嚗??典?冽?函蕃Allergan?????嚗??踹???潔蒂銝?撌脣?亥?∪???.7嚗??⊥?嚗?銝????喃?隞????潸???????????踹???儈/span>???剔??鞈????賣?舀??憭?銋?嚗??澆????柴??
?踹???澆惇?潭暑頨???鞈???憿???嚗???鞈?蝑??亥?瘙??瑟?????亥?⊥??摰嗡?璆哨??渲?單????隡?璆剔恣??撅鬥?寡??輻?嚗?皛輯雲隞???閬?瘙??箸迫???嗉??嚗?瘣餉???鞈?????撘梢??航???敺?摰寞??鋡怠??ｇ???誑?刻???餈??仿?踹???潛??潭?輯?嚗?甇????摰?????銝????粹??Pershing Square Holdings嚗?蝪∠迂PSH嚗?銝?撣???
PSH隞?撟渡敞閮????梢??7嚗?嚗??訾縑銝?撣?????銝?摰??詨?????????嚗??踹???潸???閰脣?粹???潔?撟遊僑摨????典?急?蟲?撣?嚗???????鞈?40??蝢?????PSH銝?撣??支?閫ｓ/span>?踹???儈/span>????銋??亙?嚗??湧??閬????舐?望?噗SH?臭??餃???撘??粹??嚗?Closed-end fund嚗???
??雓?撠???撘??粹??嚗??舀???粹????鞈?????甈??豢???冽??韐????Ｗ?湛???甇歹??粹????閬??瑟??????頛?擃????刻??賢??嚗?隞交??隞?蝒??潛??韐???瘣餃?????踹???儈/span>?輯?嚗?閬箏?撠???撘??粹??隞文?砍?詨之蝑?鞈???鋡恍?瑟??憟?雿?嚗??⊥??冽?????剁???隞亙????粹??銝?撣?撠??臭?璿??箄楝??
?踹???潸?脩迂嚗??芾?PSH????銝?撣?嚗?霈??桀?????粹????鞈???霈????⊥?梧?隞?敺???隞颱?鈭箄????Ｗ?渡??閰梧??芷???典?祇??撣??遊?箏?格???靘踹? 嚗?憒?甇?/span>?粹??靘踹?臭誑蝭???????摰Ｘ?嗉????函??鞈?????撅????粹????????鞈??ｇ??嗡葉?暸??瘥?靘?靘踵?????蝬剜???典像??14嚗?銋?擃?瘞遊像嚗?憭??彆/span>鈭?瘚???鞈????舀?乩??嗡???鞈??券??嚗??粹???祈澈?????曹噶?????脖?甇交??擃???
?∪?臬?西?嚗??踹???儈/span>??蝣箏雲???脣??嚗????????典??遊遣蝡?鈭?憭芸?璿??啁?嚗?撠?鞈?????瘙???憭改????芣??鈭箄死敺?隞??臭?雿??芣??????銵?嚗?銝???甇Ｚ????撠?瘝??粹??蝬?????銝????匕SH????銝?撣?銋?敺?嚗??踹???潭??蝡??莠/span>??PSH???曉????鞈???敺?嚗??券?賣?潭釣?具??摨瑕窄?????????拇?踴????Allergan??鞈剜釣頨思?????鞈???銝?憒冽?剔?桐誑敺?嚗?閬?霅??踹???潭??蝯????????????胯????撖?????
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國際視野 - 王冠一 舊文