本文源自智通财经网 周五，黑石(BX.US)涨逾5%，报172.14美元。消息面上，黑石集团近日宣布以16亿美元收购电气设备服 务供应商Shermco。该公司专注于为北美地区的公用事业、工业及能源领域提供电气测试、维护、调试 和维修等专业服务。此次收购将进一步增强黑石在基础设施和能源服务领域的布局，也为Shermco带来 更广阔的市场资源和业务发展支持。 ...

Core Viewpoint - Blackstone (BX.US) has announced the acquisition of electrical equipment service provider Shermco for $1.6 billion, enhancing its presence in the infrastructure and energy services sector [1] Group 1: Acquisition Details - The acquisition amount is $1.6 billion [1] - Shermco specializes in providing electrical testing, maintenance, commissioning, and repair services to utilities, industrial, and energy sectors in North America [1] - This acquisition is expected to provide Shermco with broader market resources and business development support [1] Group 2: Market Reaction - Following the announcement, Blackstone's stock rose over 5%, reaching $172.14 [1]

周五，黑石(BX.US)涨逾5%，报172.14美元。消息面上，黑石集团近日宣布以16亿美元收购电气设备服 务供应商Shermco。该公司专注于为北美地区的公用事业、工业及能源领域提供电气测试、维护、调试 和维修等专业服务。此次收购将进一步增强黑石在基础设施和能源服务领域的布局，也为Shermco带来 更广阔的市场资源和业务发展支持。 ...

Group 1 - The core viewpoint of the article highlights the strong financial performance of Blackstone Group, with a notable increase in both revenue and net profit for the fiscal year ending June 30, 2025 [1][2] - As of August 22, Blackstone's stock price rose by 5.06%, reaching $171.705 per share, with a trading volume of $228 million and a total market capitalization of $126.562 billion [1] - Financial data indicates that Blackstone's total revenue for the fiscal year is projected to be $7.001 billion, reflecting a year-over-year growth of 7.98%, while the net profit attributable to shareholders is expected to be $1.379 billion, showing a growth of 6.76% [1] Group 2 - Blackstone Group is headquartered in New York and is recognized as a leading global alternative asset management and financial advisory firm, being the largest independent alternative asset manager in the world and the largest publicly traded investment management company in the U.S. [2] - The company was co-founded in 1985 by Peter G. Peterson and Stephen Schwarzman and was listed on the New York Stock Exchange on June 22, 2007 [2] - The third-quarter financial results for the fiscal year 2025 are scheduled to be disclosed on October 16, with the actual date subject to company announcements [2]

Group 1 - BlackRock, founded in 1988, has undergone significant transformation under the leadership of Founder and CEO Larry Fink [1] - The company was initially established as an in-house shop within Blackstone to assist institutions in managing their investments [1] Group 2 - BlackRock has a long history of adapting and evolving its business model to meet the changing needs of the investment landscape [1]

黑石(BX.US)表示已达成协议，将收购电气设备服务供应商Shermco，这是其在日益重要的电气化进程 中所做出的最新布局。声明显示，黑石能源转型投资公司(该公司的专注于能源领域的私募股权业务)正 从Gryphon Investors手中收购Shermco。此次交易使总部位于得克萨斯州伊韦尔的Shermco的估值达到16 亿美元(包括债务)。 这笔交易是黑石能源转型基金所进行的一系列交易中的最新一笔。该基金由黑石集团高级董事总经理 David Foley领导。该基金本月宣布以超过60亿美元的价格收购Enverus，这是其迄今为止最大的一笔交 易之一，并且还达成了包括Potomac Energy Center、Sediver、Westwood Professional Services以及Trystar 等公司的其他协议。 今年2月，黑石能源转型基金IV宣布完成最终募资，募资上限为56亿美元。该规模比黑石能源转型基金 III大约高出三分之一。该基金向投资者透露，其内部收益率约为25%。 Foley在一次采访中表示："我们对'能源转型'的定义及其实现方式有着广泛的理解。"他还指出，这种策 略使得公司的投资组合更具 ...

Market Trends & Predictions - Secondaries deal volume is predicted to more than double to $400 billion by 2030 [1] - Blackstone views buying and selling existing stakes of private assets as "the most underutilized tool" in the market [1]

Group 1 - Jefferies raised the target price for Blackstone Group from $176 to $207 [1] - Jefferies increased the target price for Carlyle Group from $54 to $66 [1]

Core Viewpoint - The Hong Kong Cheng family, facing a debt crisis, is negotiating a $2.5 billion financing deal with Blackstone Group, which may involve preferred/common stock investments or a joint privatization [1][4]. Group 1: Financial Situation of New World Development - New World Development announced a delay in interest payments on four perpetual bonds issued by its subsidiary, amounting to $3.4 billion [3][4]. - This marks the first debt issue for New World Development since its listing, which could lead to increased debt rates and affect refinancing negotiations with banks [4][10]. - The company's net debt ratio has risen from below 30% to around 50%, with losses and asset impairments expected in 2024 [10]. Group 2: Historical Context and Strategic Decisions - The Cheng family's strategic missteps, including aggressive expansion and misjudgment of market trends, have led to significant financial challenges [9][10]. - The transition of leadership from Cheng Yu-tung to his son Cheng Ka-shun in 2011 marked a shift in strategy, but subsequent decisions have not aligned well with market realities [6][9]. - The family's reliance on a heavy asset model, particularly in the K11 shopping mall expansion, has resulted in long payback periods and cash flow issues [9][10]. Group 3: Blackstone Group's Interest and Market Position - Blackstone Group has a history of involvement with the Cheng family, having previously sold a significant stake in a shopping center to New World Development [6][19]. - The firm has shown a keen interest in the Asia-Pacific real estate market, with a record $1.2 trillion in assets under management as of Q2 2025, and a total investment of $145 billion in the past year [14][16]. - Blackstone's investment strategy includes acquiring mature assets and optimizing operations to enhance value, as demonstrated by its successful investments in Japan and other markets [16][19].

Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Grupo Financiero Banorte SAB de CV (GBOOY) and Blackstone Inc. (BX) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate re ...