金勞詹又買殼?
除了新股招股忙,併購活動續活躍,像美維控股(3313)大股東將盤生意售予TTM,自己續持有覆銅板業務,並且轉為持有TTM為收購而發行的新股,又可讓其他小股東有套現機會,若果07年招股時已經按每股2.25元入市,直至10月底停牌前,股價已浮上「水面」,若按交易派現金加TTM股份共值3.47元計,更加大有斬獲,回報54%,實在算不俗了。該股昨日當然跟隨派息效應而抽上41.8%,至3.05元。
至於隻大福證券(665)被母公司新創建(659)放售亦屬情有可原,畢竟與新創建的基建等業務確是格格不入,處理好本身的投資組合,專注核心業務,才可以吸引基金垂青。不過,近期消息滿天飛,又話內地銀行爭奪大福證券云云。禤中怡卻聽聞這些全屬有人發放「擾亂彈」,相信落入內地證券商機會很大,只是等待時機成熟公布而已。
為何內地證券商有興趣呢?無他,要拓展海外市場,最理想的踏腳石自然是以香港作為跳板,一來可以即時擁有一定規模業務,不用慢火煎魚,況且內地資金充裕,根本不愁沒有大水喉支持。此外,可以加快接觸國際,起碼幫內地客戶買賣港股,肥水不流別人田也!
至於天行國際(993)早前已經披露,持有63.42%的大股東兼主席張德熙和執行董事蔡朝暉可能出售全部或部分股權。張德熙就是九十年代政壇元老級人馬張人龍的兒子,但今次選擇售股,究竟是遇到好價錢,抑或想淡出金魚缸呢?
殼股市場亦見大戶動作。做積層板業務的老牌公司南興(986)大股東兼新任主席劉松炎家族突以每股0.4元出售所持逾1.19億股,拿了逾4,767萬元離場,將約28.45%股權拱手轉讓予Golden Mount。交易的醒目之處,就是股份交易所佔比重不超過30%,毋須按規定,向其他小股東提出全面收購建議,便可擁有公司控制權。
有趣的是,大股東是次所售股份作價較周二收市價0.83元折讓高達51.8%之多,情況確實有點不尋常,因金額不多,莫非急要錢?此外,劉氏家族成員亦沒有辭去董事職務,相信仍有後著。該股昨只跌1.2%至0.82元,成交僅300萬元。
通告指買家Golden Mount屬獨立第三者,惟未披露背後實際持有者身份,禤中怡往港交所(388)查查,赫然發現這間公司名稱正好與立法會議員金勞詹(詹培忠)持有,並由其兒子詹劍崙負責的公司相同。這位第二代愈戰愈勇,Golden Mount投資13間上市公司之多,若真的連同南興,又可增添新成員。
禤中怡同一位上市公司主席談起,他話「一隻乾淨殼」(公司上市地位)的價格已升至1.5億至2億元,最近更收到2.5億元的叫價,最終決定維持現狀,因日後可能仍需利用上市公司的優勢發展業務。對於「靚殼」有價,朋友話,內地投資者「好把炮」,搵殼注入數以十億元計的資產,再配合明星效應,好似做騷一樣。但他話自己財力不及內地大戶,唯有安守本份。
(11月18日刊於《am730》)
7 Comments:
air max, burberry outlet, true religion jeans, louboutin, louis vuitton outlet, louboutin, ray ban sunglasses, tiffany and co, coach outlet store online, oakley sunglasses cheap, christian louboutin shoes, longchamp outlet, louis vuitton, true religion jeans, tory burch outlet, kate spade outlet, kate spade handbags, oakley sunglasses, jordan shoes, polo ralph lauren outlet, louis vuitton outlet, louis vuitton handbags, coach outlet, prada outlet, ray ban sunglasses, chanel handbags, michael kors outlet, longchamp handbags, michael kors outlet, oakley sunglasses, nike shoes, air max, coach purses, michael kors outlet, longchamp handbags, louis vuitton outlet stores, nike free, prada handbags, coach factory outlet, gucci outlet, tiffany and co, louboutin outlet, michael kors outlet, polo ralph lauren outlet, michael kors outlet, burberry outlet, michael kors outlet
marc jacobs, soccer shoes, abercrombie and fitch, hollister, asics running shoes, canada goose, ugg boots, nfl jerseys, reebok outlet, herve leger, ugg, north face outlet, mont blanc, longchamp, insanity workout, canada goose uk, chi flat iron, babyliss pro, ugg pas cher, ugg australia, canada goose jackets, mcm handbags, canada goose, wedding dresses, new balance shoes, mac cosmetics, soccer jerseys, celine handbags, birkin bag, p90x, ferragamo shoes, valentino shoes, nike huarache, beats by dre, ghd, instyler, jimmy choo outlet, lululemon outlet, bottega veneta, canada goose, rolex watches, canada goose outlet, vans shoes, nike roshe run, moncler, ugg boots, north face jackets, uggs outlet, giuseppe zanotti
louboutin, moncler outlet, juicy couture outlet, iphone 6 cases, hollister, moncler, karen millen, oakley, baseball bats, wedding dresses, ray ban, gucci, canada goose, ralph lauren, canada goose, swarovski crystal, hollister clothing store, moncler, air max, converse, pandora jewelry, juicy couture outlet, rolex watches, moncler, supra shoes, moncler, pandora charms, ugg, vans, toms shoes, links of london, pandora charms, air max, timberland boots, parajumpers, hollister, thomas sabo, louis vuitton, montre homme, coach outlet store online, lancel, ugg, swarovski, moncler, converse shoes
shijun 6.24
jordan 11 snakeskin
louis vuitton handbags uk
oakley store
michael kors watches
ray ban uk
michael kors
hollister outlet
michael kors outlet
true religion
fitflops outlet
white timberland boots
marc jacobs outlet
coach factory outlet
mont blanc pen
www.louisvuitton.com
timberland outlet
michael kors outlet
running warehouse
coach factory outlet
cheap ray bans
ray ban aviators
jordan 13 retro
kate spade
p90x
red bottom shoes
fake oakleys
concord 11
new jordans
michael kors outlet
gucci handbags
cheap air max shoes
oakley outlet
coco chanel
burberry handbags
oakley outlet
pandora jewelry
christian louboutin shoes
air max uk
celine
christian louboutin
jianbin1201
michael kors outlet sale
tory burch handbags
prada handbags
puma shoes
michael kors handbags wholesale
fitflop outlet
canada goose sale
michael kors online outlet
wedding dresses
michael kors handbags
uggs on sale
ugg clearance
tods shoes
bottega veneta outlet online
uggs outlet
links of london uk
replica watches
nike shoes
arizona cardinals
mont blanc
lululemon outlet store
miami dolphins
basketball shoes
cleveland cavaliers
michael kors handbags,michael kors outlet,michael kors,kors outlet,michael kors outlet online,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors
michael kors outlet online
salomon speedcross 3
abercrombie fitch
iphone cases
cheap oakley sunglasses
louis vuitton uk
nike huarache
woolrich clothing
celine outlet online
louboutin shoes
christian louboutin shoes
hugo boss sale
ralph lauren uk
michael kors outlet online
louboutin shoes
moncler online
ralph lauren outlet
pandora jewelry outlet
nike shoes for men
zzzzz2018.8.14
zzzzz2018.11.15
christian louboutin
ralph lauren polo
pandora charms
christian louboutin
christian louboutin outlet
canada goose clothing
canada goose outlet
canada goose outlet
Post a Comment
<< Home