【酒店内参】3月13日刚从黑石手里收购Strategic Hotels & Resorts的中国土豪安邦再次出手，与万豪抢购喜达屋。内参君刚刚获得消息，喜达屋周一发布公开声明称：收到来自中国安邦保险集团主动提出的每股76.00美元竞购提议，与万豪的合并交易目前对公司的估值为每股63.74美元。
按照喜达屋目前1.7亿流通股计算，安邦主导的财团（由中国安邦保险集团、美国J.C.Flowers & Co与香港春华资本三家机构组成）对喜达屋提出的总收购价将为129亿美元(约合人民币838亿元)，该数字高于万豪此前提出的122亿美元（点击查看：【头条】万豪收购喜达屋，全球最大酒店集团诞生）。根据协议，如果喜达屋最终选择接受另一家公司的收购，将付给万豪的4亿美元违约款等其它数额不等的费用，安邦为整个交易将付出大约140亿美元的代价。
安邦是现金诱惑，万豪是长远价值！
如果你是喜达屋该如何做出抉择？
喜达屋和万豪的股东均需在3月28日再次投票作出选择。从交易价格上来看，喜达屋的股东们面临的是到底是拿安邦的76美元每股现金直接套利，还是把赌注押在万豪通过收购喜达屋打造全球酒店业第一品牌的业务提升上。
一旦安邦与喜达屋达成收购协议，就将刷新中国大陆买家收购美国房地产资产的最高单笔成交记录，也将是美国酒店业史上最高的成交记录。
此次安邦收购喜达屋的交易如果达成，预计也将面临美国政府的监管障碍，特别是要获得美国海外投资委员会(Committee on Foreign Investment)的批准，后者经常以国家安全为由阻挠中国或俄罗斯企业收购美国企业或涉及美国资产的交易。
安邦保险是近年崛起的一股金融新贵，其官网最新数据显示，安邦保险目前总资产规模已达7000亿元。在最近闹得沸沸扬扬的万科宝能股权之争中，安邦保险是万科第三大股东。
2016年3月13日，安邦保险以65亿美金向黑石收购Strategic Hotels & Resorts。
2015年9月9日，黑石集团以60亿美元收购Strategic Hotels & Resorts。
2015年2月，安邦保险以19.5亿美元的破纪录价格购买美国纽约地标华尔道夫酒店。
喜达屋内部邮件：
Dear Associates,
Moments ago, we issued a press release announcing that we received a competing offer from a consortium of companies to buy Starwood. The consortium has requested that their names not be made public at this time. We realize this news raises some questions, so I wanted to give you some context around what it means.
Our Board of Directors, with our outside advisors, will carefully consider the outcome of its discussions with the consortium to determine the best course of action for our company and our stockholders. We cannot speculate as to what these discussions and the outcome of the Board’s review will bring.
We fully recognize that this new development is distracting at a time when we already have much change underway. You have my word, as has been the case with the integration planning process, our guiding principle is to communicate with our team as transparently as we can and we will come back to you as we can.
We should all be proud of the incredible organization we’ve built together, and the value of our powerful brands and positioning around the world. I want to thank you for all of your hard work, which has allowed us to keep winning in the market, grow our brands, break signing records, create value for owners and welcome guests into our extraordinary hotels every day.
Regards,
Tom
Thomas B. Mangas
CHIEF EXECUTIVE OFFICER
万豪国际内部邮件：
万豪国际内部邮件
Stamford, CT, March 14, 2016 – Starwood Hotels & Resorts Worldwide, Inc. (NYSE: HOT) (“Starwood”) today announced that on March 10, 2016 it received a non-binding proposal from a consortium of companies (the “Consortium”) to acquire all of the outstanding shares of common stock of Starwood for $76.00 per share in cash. Pursuant to separate agreements entered into by Starwood, stockholders would additionally receive consideration in the form of Interval Leisure Group (“ILG”) common stock from the previously announced spin-off of its vacation ownership business, Vistana Signature Experiences, and subsequent merger with ILG, currently valued at approximately $5.50 per Starwood share, based on the 20-day VWAP (volume weighted average price) of ILG common stock ending March 11, 2016.
斯坦福，2016年3月14日——喜达屋酒店及度假酒店集团（NYSE: HOT）（简称“喜达屋”），今天宣布其于2016年3月10日，收到一份来自于某企业财团的非约束性要约邀请，要求以每股76美元现金收购全部喜达屋的普通股流通股。依照喜达屋另外签署的协议，喜达屋股东还将从早先已经宣布的分拆喜达屋分时度假业务（Vistana Signature Experiences）和随后与ILG集团的合并交易中额外获得依据20日加权平均价格估值的、目前价值大约为5.50美元的Interval Leisure Group (“ILG”)的普通股股票。
As announced on November 16, 2015, Starwood entered into a definitive merger agreement with Marriott International, Inc. (NASDAQ: MAR) (“Marriott”) under which Marriott would acquire Starwood in a stock and cash transaction. Starwood has received a waiver from Marriott enabling it to engage in discussions with, and provide diligence information to, the Consortium in connection with its proposal. Starwood commenced discussions with the Consortium on March 11, 2016. The Marriott waiver expires at 11:59 pm Eastern Time on March 17, 2016.
由于喜达屋与万豪国际集团(NASDAQ: MAR) （简称“万豪”）于2015年11月16日，已经达成一项决定性的合并协议，万豪会以现金加股票的方式收购喜达屋。目前，喜达屋已经收到万豪的免责声明，允许其与该财团就此要约邀请进行接洽商讨，并提供相应所需的尽职调查信息。喜达屋与该财团于2016年3月11日已经正式开始接洽商讨。万豪的免责声明将于美国东部时间2016年3月17日晚11:59到期。
Starwood’s Board of Directors has not changed its recommendation in support of Starwood’s merger with Marriott. The Board, in consultation with its legal and financial advisors, will carefully consider the outcome of its discussions with the Consortium in order to determine the course of action that is in the best interest of Starwood and its stockholders. The Consortium has not completed diligence and there are a number of matters to be resolved in the Consortium’s proposal. There can be no assurance that discussions will result in a binding proposal from the Consortium or that a transaction with the Consortium will be approved or consummated. Starwood does not intend to comment further on its discussions with the Consortium prior to the expiration of the waiver period.
喜达屋董事会目前还未改变支持与万豪的合并的建议。当然，董事会将会同法律和财务专家，认真考虑与该财团的商讨结果，以期做出对喜达屋公司和其股东们最好的决定。该企业财团目前还在尽职调查过程中，而且要约本身也有很多事宜亟待解决。目前暂不确定该接洽商讨是否会促使该企业财团提出一个有约束力的正式要约、或最终批准或者达成与该财团的交易。喜达屋目前暂时不希望在免责声明到期之前，进一步评论与该财团的商讨内容。
Under the terms of the merger agreement with Marriott, at closing, Starwood stockholders would receive 0.92 shares of Marriott International, Inc. Class A common stock and $2.00 in cash for each share of Starwood common stock. The total consideration to be paid by Marriott, excluding debt assumed, totals $10.8 billion, consisting of $10.5 billion of Marriott common stock, based on the 20-day VWAP of Marriott common stock ending on March 11, 2016, and $339 million of cash, based on approximately 170 million fully diluted Starwood shares outstanding at February 19, 2016. Based on Marriott’s 20-day VWAP ending March 11, 2016, the merger transaction has a current value of $63.74 per Starwood share, including the $2.00 cash per share consideration. Starwood stockholders will separately receive consideration from the spin-off of the Starwood timeshare business and subsequent merger with ILG of approximately $5.50 per Starwood share, based on the 20-day VWAP of ILG common stock ending March 11, 2016.
根据之前与万豪的协议，收购交易完成时，喜达屋股东手中每股普通股股票将会获得0.92股万豪A级普通股以及2美元现金。除去可能的借贷，万豪将为此次交易支付约108亿美金，包括价值105亿美金的万豪普通股股票（基于至2016年3月11日的20日加权平均价格估算的价值），以及3.39亿美元的现金（基于至2016年2月19日估算的大约1.7亿喜达屋普通股数量）。基于至2016年3月11日的20日加权平均的万豪普通股价值估算，该合并交易导致的喜达屋普通股目前估值为63.74美元，包括每股2美元现金。喜达屋股东另外还将从分拆喜达屋分时度假业务和随后与ILG集团的合并交易中额外获得每股价值约5.50美元的股份（基于至2016年3月11日的20日加权平均价格估算的ILG普通股价值）。
Lazard and Citigroup Global Markets Inc. are serving as financial advisors and Cravath, Swaine & Moore LLP is serving as legal counsel to Starwood.
Lazard Frères & Co. LLC与花旗集团全球市场部，目前是喜达屋集团的财务顾问，Cravath, Swaine & Moore LLP，目前是喜达屋集团的法律顾问。
【酒店内参】3月13日彭博消息，黑石集团同意以65亿美元向中国安邦保险集团出售旗下的Strategic Hotels & Resorts Inc．公司。该公司在美国拥有16处地产，其中包括亚利桑那州斯科茨代尔的四季度假酒店，美国怀俄明州的杰克逊霍尔四季酒店，宾夕法尼亚大道的华盛顿特区四季酒店（Four Seasons Washington， D.C），旧金山联合广场的威斯汀旧金山酒店（Westin St. Francis），以及加州奥兰治县的尼古湖丽思卡尔顿酒店（Ritz-Carlton Laguna Niguel）。
酒店内参：中国酒店业第一新媒体！
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第十七届中国清洁博览会(CHINA CLEAN EXPO 2016 Shanghai)将于2016年3月29日-31日在上海世博展览馆隆重举行。博览会囊括了针对酒店服务业的全系列商用清洁品牌及解决方案。作为亚洲清洁行业领先的一站式采购平台，CCE将继续致力为酒店行业提供专业的清洁解决方案和更好的清洁服务！
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