世界石油

（彭博社）“有影响力的代理巨头机构股东服务公司建议赫斯公司的投资者对雪佛龙公司拟议的 530 亿美元收购案放弃投票。两家石油公司的股价均下跌。

鉴于埃克森美孚公司和雪佛龙之间就赫斯在圭亚那石油项目的股份正在进行的仲裁案，ISS 援引了对该交易的估值、流程和时间表的不确定性的担忧。 ISS 表示，股东应投票赞成延期提案，以便让仲裁有“更多时间”进行。

报告发布后，雪佛龙股价下跌 1.7%。赫斯下跌0.8%。

ISS 写道，赫斯与雪佛龙进行排他性谈判的决定很难被忽视，因为该交易的隐含溢价“最低”。与此同时，仲裁案意味着赫斯股东“承担了交易可能破裂的风险，且没有任何补偿。”

Hess 投资者将于 5 月 28 日对该交易进行投票。雪佛龙和 Hess 均未立即回应置评请求。

主要图片（来源：路透社）

World Oil

(Bloomberg) – Influential proxy giant Institutional Shareholder Services Inc. recommended Hess Corp. investors abstain from voting on the proposed $53 billion acquisition by Chevron Corp. Shares of both oil companies fell.

ISS cited concerns about the deal’s valuation, process and uncertainty around its timeline given the ongoing arbitration case between Exxon Mobil Corp. and Chevron over Hess’ stake in a Guyanese oil project. Shareholders should vote in favor of an adjournment proposal to allow “more time” for arbitration to play out, ISS said.

Chevron declined as much as 1.7% after the report was released. Hess dropped 0.8%.

Hess’ decision to pursue exclusive negotiations with Chevron is difficult to overlook due to the “modest” implied premium of the transaction, ISS wrote. Meanwhile, the arbitration case means that Hess shareholders “bear the risk of a potentially broken deal without any compensation.”

Hess investors are due to vote on the deal on May 28. Neither Chevron nor Hess immediately responded to requests for comment.

Lead image (Credit: Reuters)