ABB筹集资金谋求收购法国电气巨头：估值440 亿美元

Core Viewpoint - ABB has unexpectedly decided to divest its robotics division to SoftBank Group for nearly $5.4 billion, indicating strong balance sheet strength and ambitions for future acquisitions [1][4]. Group 1: Financial Flexibility and Growth Strategy - The transaction provides ABB with greater financial flexibility, allowing a shift from a focus on profitability to growth initiatives, particularly through mergers and acquisitions [5]. - ABB aims for 1% to 2% annual sales growth through acquisitions, especially in electrification and automation sectors [5][6]. Group 2: Potential Larger Transactions - ABB has considered larger-scale transactions, including a potential acquisition of Legrand SA, valued at approximately €38 billion ($44 billion) [6][7]. - Informal discussions with Legrand and the French government have taken place, although no formal negotiations are currently underway [7]. Group 3: Market Reaction and Analyst Sentiment - Following the announcement of the SoftBank deal, Legrand's shares rose by 2.9%, reaching a record high, while ABB's market value increased by 20% this year to around $136 billion [8]. - Analysts have welcomed the SoftBank transaction, noting that the sale price exceeded expectations and indicates a greater focus on acquisitions in ABB's capital strategy [9].