卡爾?伊坎拆分eBay要求遭到拒絕
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????卡爾?伊坎盯上了一家硅谷巨頭，只不過這一次他的目標(biāo)并不是蘋果（Apple）。 ????eBay于今天下午宣布，伊坎已提名他的兩名職員加入eBay董事會(huì)，同時(shí)還提交了一份非約束性提案，建議eBay拆分PayPal。 ????本月早些時(shí)候，伊坎收購了eBay公司0.82%的股份。這是他為進(jìn)軍科技行業(yè)【如蘋果、戴爾（Dell）等】所進(jìn)行的一系列投資之一。eBay表示，公司之前考慮過分拆PayPal，但最終放棄了這種想法。這家公司還表示了對(duì)現(xiàn)任董事的支持。預(yù)計(jì)在定于美國東部時(shí)間今天下午5點(diǎn)舉行的第四季度業(yè)績(jī)發(fā)布會(huì)上，eBay將更深入地就此問題發(fā)表意見。 ????下面是eBay就伊坎提案發(fā)表的聲明： ????eBay公司今日宣布，公司收到了卡爾?伊坎的通知。伊坎先生在這份通知中表示，他已提名他的兩名職員加入eBay董事會(huì)，并已提交一份非約束性提案，建議eBay拆分PayPal。通知稱，本月早些時(shí)候，由伊坎先生控股的公司收購了本公司的部分股票和衍生證券，由此獲得了本公司約0.82%的股權(quán)。 ????eBay歡迎所有股東，包括伊坎先生提出建議。伊坎先生的董事提名將被轉(zhuǎn)交至董事會(huì)“公司治理及提名委員會(huì)”，由委員會(huì)按正常流程進(jìn)行審核。我們希望說明的是，eBay擁有世界一流的董事會(huì)，董事會(huì)成員在科技及金融服務(wù)領(lǐng)域具備極為豐富的經(jīng)驗(yàn)。 ????至于伊坎先生提出的拆分建議，實(shí)際上，eBay董事會(huì)會(huì)定期對(duì)公司的戰(zhàn)略方向進(jìn)行評(píng)估，也曾對(duì)分拆PayPal的問題進(jìn)行過深入的探討。公司董事會(huì)得出的結(jié)論是，維持公司現(xiàn)行的戰(zhàn)略方向才是對(duì)公司和股東最有利的做法，分拆PayPal并非股東利益最大化的最佳途徑。作為eBay的一部分，PayPal能很好地利用公司的技術(shù)能力、電子商務(wù)平臺(tái)及公司與全世界零售商、品牌及大商家的關(guān)系。支付是商業(yè)的一部分，而PayPal作為eBay的一部分，可以在全球范圍內(nèi)推動(dòng)支付創(chuàng)新，為消費(fèi)者、商家和股東創(chuàng)造價(jià)值。 ????eBay股價(jià)在盤后交易中上漲超過7%。而憑借所持有的eBay公司0.82%的已發(fā)行股份，伊坎成為這家公司第25大外部股東。 ????最新消息：eBay公布了2013年第四季度財(cái)報(bào)。報(bào)告期間，這家公司的營業(yè)收入同比增長(zhǎng)13％，達(dá)到了45億美元。在公司的三大業(yè)務(wù)部門，也就是交易市場(chǎng)部門、企業(yè)部門和支付部門中，支付部門PayPal增長(zhǎng)最快，總收入增長(zhǎng)19％，達(dá)到了18億美元。（事實(shí)上，公司CEO約翰?多納霍此前就曾多次表示，預(yù)計(jì)未來三到五年，PayPal的收入將超過交易市場(chǎng)部門，即公司的競(jìng)拍網(wǎng)站。） ????多納霍在當(dāng)天的業(yè)績(jī)發(fā)布會(huì)上花了很長(zhǎng)時(shí)間討論伊坎關(guān)于拆分PayPal的非約束性提案。多納霍說：“不要感到奇怪，其實(shí)這種想法早就不新鮮了?！彼又忉屃藶槭裁春喜⒔?jīng)營eBay和PayPal才是最好的策略。他舉例指出，通過在eBay的網(wǎng)絡(luò)和移動(dòng)服務(wù)中整合PayPal，eBay不需任何成本，就能直接帶動(dòng)PayPal用戶的快速增加——第四季度，PayPal新增520萬個(gè)活動(dòng)用戶，其中eBay以這種方式增加的用戶約占三分之一。eBay同時(shí)還將約50%的利潤用于幫助PayPal保持快速、持續(xù)的發(fā)展。多納霍解釋道，董事會(huì)成員一致同意保持公司完整，除非eBay與PayPal之間的“協(xié)同效應(yīng)不復(fù)存在”。（財(cái)富中文網(wǎng)） ????附加報(bào)道由JP?曼格林丹完成。 ????譯者：朱毓芬/劉進(jìn)龍 ???? |
????Carl Icahn has his sights set on a Silicon Valley giant, and it isn't Apple (AAPL). ????eBay Inc. (EBAY) this afternoon announced that Icahn has nominated two of his employees to its board of directors, and submitted a non-binding proposal to spin PayPal out into a separate business. ????Icahn earlier this month acquired a 0.82% stake in eBay, as part of what appears to be his heightened interest in the tech sector (Apple, Dell, etc.). eBay suggested that it has previously considered, and rejected, a PayPal spinout. It also expressed support for its current directors. The company is expected to further address the matter during its previously-scheduled Q4 earnings call today at 5pm ET. ????Below is eBay's statement regarding Icahn's proposal: ????eBay Inc. announced today that it has received a notice from Carl Icahn indicating that he has nominated two of his employees to its Board of Directors and submitted a non-binding proposal for a spinoff of its PayPal business into a separate company. The notice stated that companies controlled by Mr. Icahn had, earlier this month, acquired shares and derivative securities that give him an economic interest of approximately 0.82% in the company. ????eBay welcomes the opportunity to listen to the perspective of all of its shareholders, including Mr. Icahn. His Board nominations will be passed on to the Board's Corporate Governance and Nominating Committee, which will consider them in the ordinary course of business. We would note that eBay has a world-class board of directors with directors who have significant experience in technology and financial services. ????Regarding Mr. Icahn's separation proposal, eBay's Board of Directors routinely assesses the company's strategic direction and has explored in depth a spinoff or separation of PayPal. eBay's Board of Directors has concluded that the company and its shareholders are best served by the current strategic direction of the company and does not believe that breaking up the company is the best way to maximize shareholder value. As part of eBay Inc., PayPal is able to leverage the company's technology capabilities, commerce platforms and relationships with retailers, brands and large merchants worldwide. Payment is part of commerce, and as part of eBay, PayPal drives commerce innovation in payments at global scale, creating value for consumers, merchants and shareholders. ????eBay shares are up more than 7% in aftermarket trading. With 0.82% of eBay's outstanding stock, Icahn would be the company's 25th largest outside shareholder. ????Update: eBay reported fourth quarter earnings for 2013, with company revenues up 13% for the period to $4.5 billion. Of the company's three business divisions – Marketplaces, Enterprises and Payments – the Payments division, or PayPal, remains the fastest-growing, with revenues climbing 19% to $1.8 billion. (Indeed, CEO John Donahoe has repeatedly said in the past he expects PayPal to surpass Marketplaces, or auction site, within the next three to five years.) ????During the earnings call this afternoon, Donahoe spent a significant chunk of time addressing Icahn's non-binding proposal to spin off PayPal. "You won't be surprised that this is not a new idea," Donahoe said. He continued to explain why keeping eBay and PayPal together remains the best strategy. As examples, he pointed out that eBay is directly contributing to PayPal's rapid user growth at no cost – one-third of PayPal's 5.2 million new active accounts for the fourth quarter -- thanks to increasing integration of PayPal in eBay's web and mobile services. And roughly 50% of eBay's profits are being utilized to help fund PayPal's rapid, continued expansion. Donahoe explained the board remains unified behind keeping the company intact until "these synergies run their course." ????Additional reporting by JP Mangalindan ???? |
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