据彭博社报道,知名激进投资者 TOMS 资本投资管理公司最新建立了 WillScot Corporation 的公司股份,并正在推动公司启动战略审查。消息一出,WillScot Corporation(WSC)周一盘后股价大涨7.66%,报40.8美元。
尽管 TOMS 在 WillScot 的具体持股规模未予透露,但该公司持有影响力巨头股份、推动公司战略调整的做法早已众所周知。此前,WillScot 计划收购 McGrath RentCorp(MGRC)的案曾因遭美国联邦贸易委员会质疑而终止。有分析指出,正是在这一背景下,TOMS 选择介入 WillScot。
作为一家专注于租赁模块化空间和移动存储的公司,去年以来 WillScot 股价已下跌约15%。市场普遍认为,TOMS可能将施加压力,要求公司加速战略转型,提高利润水平。因此,投资者对未来扭转行情的预期也随之上升,推动了公司股价短期内的大涨。
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