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          收購美國電信巨頭的日本狂人

          收購美國電信巨頭的日本狂人

          Michael Fitzpatrick 2012-10-19
          本周,日本第三大移動運營商軟銀宣布以201億美元收購當前經營不善的美國電信巨頭斯普林特,創下日本迄今為止最大、也是最具爭議的對外投資。軟銀CEO孫正義絕不是人們眼中那種典型眼光向內、墨守成規的日本高管。他喜歡豪賭,手氣也不錯。

          ????全球視野源于在美國生活的積極經歷(就孫正義而言,是在硅谷上學的愉快時光),這是如今一小撥富人企業家們的共同經歷,包括互聯網巨頭樂天(Rakuten)總裁三木谷浩史,他們都在日本之外尋找增長機會。不同于傳統上目光向內、墨守成規的領導者,孫正義和三木谷浩史都在利用自己的海外關系拓展業務。他們的激進與傳統的日本人形象大相徑庭。

          ????這批人引領了日本企業海外收購熱潮,去年日本進行的海外收購達到了創紀錄的900億美元。而且,三木谷浩史表示,未來還將有更多收購。三木谷浩史今年收購Kobo電子閱讀器的舉動或許堪稱所有日本收購者中最迫切的一宗。他說,如果日本想克服當前本土市場萎縮、日元升值抑制出口等挑戰的話,現在就應該向海外擴張。“我們需要更有創意,拿出更具競爭力的產品。我們有優良的質量,但我們需要超越競爭對手,”他在談到未來日本公司進一步收購的可能性時表示?!叭绻赵獜妱牛壳罢侨绱耍?,我們就應該在海外收購更多公司。我認為,我們不應該消極地看待強勢日元,這是我們收購的機會。日本公司需要加大海外收購的力度?!?/p>

          ????希望日本的海外投資別再像曇花一現的洛克菲勒投資那樣不幸。1995年在激烈的沖突后,三菱(Mitsubishi)終止了這樁收購,參與各方不歡而散。孫正義自然不希望重蹈覆轍。

          ????This global outlook engendered by positive experiences of life in America -- in Son's case happy schooldays in Silicon Valley -- is something now shared by a small band of rich entrepreneurs, such as Hiroshi Mikitani of internet behemoth Rakuten, who all grasp at growth opportunities outside of Japan. Unlike hidebound leaders of traditional, inward-looking Japan Inc. Son and Mikitani are using their foreign connections to expand business and have an aggressive streak that is counter to perceived ideas of Japaneseness.

          ????Such men have spearheaded the country's foreign acquisition binge which topped a record $90 billion last year. And, there is more to come says Mikitani, who with his purchase of Kobo e-reader this year is perhaps the most eager of all Japanese M&A shoppers. It is time for Japan to grow and expand way beyond its boundaries, he says, if it wants to survive current shrinking domestic markets and the buoyant yen that is killing exports. "We need be more creative and come up with a more competitive product. We have quality but we need to move ahead of our competitors," he says talking about the possibility of further acquisitions by Japanese firms. "And if the currency is strong (which it is) then we should buy more companies outside of Japan. Just don't be so negative about the strong yen, I say. This should be our chance to buy. Japanese firms need to buy outside more aggressively."

          ????The hope now is that Japan's interests abroad are not as ill-starred as the short-lived Rockefeller investment. After a bitter clash, Mitsubishi walked out of that deal in 1995, leaving nearly everybody involved very unhappy. Mr Son will be keen not to repeat history.

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