梅西百货(M)周一盘中股价大涨5.23%,引发市场广泛关注。消息人士透露,这与激进投资机构Barington Capital集团新近介入,推动该公司采取一系列变革措施有关。
据报道,Barington Capital已在二级市场斥资大笔买入梅西百货股份,并正与另一家投资机构合作,力促梅西百货降低整体支出水平、考虑将房地产业务单独分拆成独立部门,以及出售或剥离旗下连锁品牌Bloomingdale's和Bluemercury等。
分析人士认为,梅西百货股票长期被市场低估,公司房地产价值高达90亿美元。激进投资者的维权行动提升了市场对该公司未来经营前景的信心,从而推高了公司股价。但具体变革措施的落实进度还需持续关注。
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