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2021-07-13
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Broadcom's Reported Deal for SAS Institute Viewed Positively by Analysts<blockquote>分析师积极评价博通收购SAS Institute的交易</blockquote>
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Broadcom has a market value of nearly $200 billion after its shares have risen around 50% over the past year.</p><p><blockquote>《华尔街日报》周一报道称,博通正在洽谈收购SAS Institute,交易价格在150亿至200亿美元之间。博通的股价在过去一年上涨了约50%,市值接近2000亿美元。</blockquote></p><p> Broadcom, a semiconductor powerhouse built largely through acquisitions, has been on the hunt for more deals since former President Donald Trump blocked its quest to buy rival Qualcomm (<b>QCOM</b>) in 2018, citing security risks.</p><p><blockquote>博通是一家主要通过收购建立的半导体巨头,自前总统唐纳德·特朗普阻止其收购竞争对手高通以来,博通一直在寻求更多交易。<b>QCOM</b>)2018年,理由是存在安全风险。</blockquote></p><p> Broadcom analysts were mostly positive reports of a possible SAS agreement, noting that such a deal would be consistent with the company’s strategy of diversifying into corporate-focused software and related services.</p><p><blockquote>博通分析师对可能达成的SAS协议大多持积极态度,并指出这样的交易将符合该公司多元化发展到以企业为中心的软件和相关服务的战略。</blockquote></p><p> BMO Capital Markets noted that a deal with SAS “fits into the profile of the kind of business Broadcom would be interested in.” The bank has an outperform on Broadcom with a one-year price target of $550.</p><p><blockquote>BMO资本市场指出,与SAS的交易“符合博通感兴趣的业务类型”。该行对博通的评级为跑赢大盘,一年目标价为550美元。</blockquote></p><p> Truist Securities said a deal “would be strategically consistent for AVGO,” noting if Broadcom raises debt to fund the deal, net leverage would remain “manageable,” adding the deal would be accretive to both earnings and free cash flow. Truist has a buy rating on the stock and a price target of $554.</p><p><blockquote>Truist Securities表示,这笔交易“对AVGO来说在战略上是一致的”,并指出如果博通筹集债务为交易提供资金,净杠杆将保持“可控”,并补充说该交易将增加收益和自由现金流。Truist对该股给予买入评级,目标价为554美元。</blockquote></p><p> Morgan Stanley took a more conservative view, noting a deal “would fit with Broadcom’s overriding strategy to develop deeper relationships with large enterprises,” but that its software strategy “remains a key debate for the stock,” adding that “the ability to generate management’s target of at least 10% cash on cash returns” would be a key question.</p><p><blockquote>摩根士丹利采取了更为保守的观点,指出这笔交易“将符合博通与大型企业发展更深层次关系的压倒一切的战略”,但其软件战略“仍然是该股的一个关键争论”,并补充说“产生管理层的能力”现金回报至少10%的目标”将是一个关键问题。</blockquote></p><p> They have an overweight rating on the stock with a price target of $555.</p><p><blockquote>他们对该股给予跑赢大盘评级,目标价为555美元。</blockquote></p><p> At last check, Broadcom shares were down 0.4% at $483.79. The stock has risen more than 14% year to date.</p><p><blockquote>截至上次检查,博通股价下跌0.4%,至483.79美元。该股今年迄今已上涨超过14%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadcom's Reported Deal for SAS Institute Viewed Positively by Analysts<blockquote>分析师积极评价博通收购SAS Institute的交易</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom's Reported Deal for SAS Institute Viewed Positively by Analysts<blockquote>分析师积极评价博通收购SAS Institute的交易</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-13 22:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A reported deal between semiconductor giant Broadcom (<b>AVGO</b>) and software maker SAS Institute is being greeted with enthusiasm by Wall Street analysts, who see a potential deal between the two companies as a complementary strategic fit.</p><p><blockquote>据报道,半导体巨头博通(<b>AVGO</b>)和软件制造商SAS Institute受到华尔街分析师的热情欢迎,他们认为两家公司之间的潜在交易是一种互补的战略契合。</blockquote></p><p> The Wall Street Journal reported Monday thatBroadcom is in talks to buy SAS Institutein a deal ranging between $15 billion to $20 billion. Broadcom has a market value of nearly $200 billion after its shares have risen around 50% over the past year.</p><p><blockquote>《华尔街日报》周一报道称,博通正在洽谈收购SAS Institute,交易价格在150亿至200亿美元之间。博通的股价在过去一年上涨了约50%,市值接近2000亿美元。</blockquote></p><p> Broadcom, a semiconductor powerhouse built largely through acquisitions, has been on the hunt for more deals since former President Donald Trump blocked its quest to buy rival Qualcomm (<b>QCOM</b>) in 2018, citing security risks.</p><p><blockquote>博通是一家主要通过收购建立的半导体巨头,自前总统唐纳德·特朗普阻止其收购竞争对手高通以来,博通一直在寻求更多交易。<b>QCOM</b>)2018年,理由是存在安全风险。</blockquote></p><p> Broadcom analysts were mostly positive reports of a possible SAS agreement, noting that such a deal would be consistent with the company’s strategy of diversifying into corporate-focused software and related services.</p><p><blockquote>博通分析师对可能达成的SAS协议大多持积极态度,并指出这样的交易将符合该公司多元化发展到以企业为中心的软件和相关服务的战略。</blockquote></p><p> BMO Capital Markets noted that a deal with SAS “fits into the profile of the kind of business Broadcom would be interested in.” The bank has an outperform on Broadcom with a one-year price target of $550.</p><p><blockquote>BMO资本市场指出,与SAS的交易“符合博通感兴趣的业务类型”。该行对博通的评级为跑赢大盘,一年目标价为550美元。</blockquote></p><p> Truist Securities said a deal “would be strategically consistent for AVGO,” noting if Broadcom raises debt to fund the deal, net leverage would remain “manageable,” adding the deal would be accretive to both earnings and free cash flow. Truist has a buy rating on the stock and a price target of $554.</p><p><blockquote>Truist Securities表示,这笔交易“对AVGO来说在战略上是一致的”,并指出如果博通筹集债务为交易提供资金,净杠杆将保持“可控”,并补充说该交易将增加收益和自由现金流。Truist对该股给予买入评级,目标价为554美元。</blockquote></p><p> Morgan Stanley took a more conservative view, noting a deal “would fit with Broadcom’s overriding strategy to develop deeper relationships with large enterprises,” but that its software strategy “remains a key debate for the stock,” adding that “the ability to generate management’s target of at least 10% cash on cash returns” would be a key question.</p><p><blockquote>摩根士丹利采取了更为保守的观点,指出这笔交易“将符合博通与大型企业发展更深层次关系的压倒一切的战略”,但其软件战略“仍然是该股的一个关键争论”,并补充说“产生管理层的能力”现金回报至少10%的目标”将是一个关键问题。</blockquote></p><p> They have an overweight rating on the stock with a price target of $555.</p><p><blockquote>他们对该股给予跑赢大盘评级,目标价为555美元。</blockquote></p><p> At last check, Broadcom shares were down 0.4% at $483.79. The stock has risen more than 14% year to date.</p><p><blockquote>截至上次检查,博通股价下跌0.4%,至483.79美元。该股今年迄今已上涨超过14%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/broadcom-avgo-sas-institute-acquisition-analysts\">Thestreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","QCOM":"高通"},"source_url":"https://www.thestreet.com/investing/broadcom-avgo-sas-institute-acquisition-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120498069","content_text":"A reported deal between semiconductor giant Broadcom (AVGO) and software maker SAS Institute is being greeted with enthusiasm by Wall Street analysts, who see a potential deal between the two companies as a complementary strategic fit.\nThe Wall Street Journal reported Monday thatBroadcom is in talks to buy SAS Institutein a deal ranging between $15 billion to $20 billion. Broadcom has a market value of nearly $200 billion after its shares have risen around 50% over the past year.\nBroadcom, a semiconductor powerhouse built largely through acquisitions, has been on the hunt for more deals since former President Donald Trump blocked its quest to buy rival Qualcomm (QCOM) in 2018, citing security risks.\nBroadcom analysts were mostly positive reports of a possible SAS agreement, noting that such a deal would be consistent with the company’s strategy of diversifying into corporate-focused software and related services.\nBMO Capital Markets noted that a deal with SAS “fits into the profile of the kind of business Broadcom would be interested in.” The bank has an outperform on Broadcom with a one-year price target of $550.\nTruist Securities said a deal “would be strategically consistent for AVGO,” noting if Broadcom raises debt to fund the deal, net leverage would remain “manageable,” adding the deal would be accretive to both earnings and free cash flow. Truist has a buy rating on the stock and a price target of $554.\nMorgan Stanley took a more conservative view, noting a deal “would fit with Broadcom’s overriding strategy to develop deeper relationships with large enterprises,” but that its software strategy “remains a key debate for the stock,” adding that “the ability to generate management’s target of at least 10% cash on cash returns” would be a key question.\nThey have an overweight rating on the stock with a price target of $555.\nAt last check, Broadcom shares were down 0.4% at $483.79. The stock has risen more than 14% year to date.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":679,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/145397026"}
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