对冲基金巨头Elliott瞄准霍尼韦尔,巨额持股超50亿美元!

华尔街见闻
12 Nov 2024

美东时间11月12日周二,据彭博社报道,激进投资公司Elliott Management已悄然成为工业巨头霍尼韦尔(Honeywell)的前五大股东之一,投资额超过50亿美元,创下Elliott在单只股票上的最大投资记录。 彭博社援引知情人士消息称,Elliott认为霍尼韦尔业务过于庞杂,希望通过拆分来提升公司价值。这一策略并非无迹可循,近年来,多家大型工业集团已通过拆分实现了业务的优化和市值的...

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