Monday, February 01, 2010

維達股東推倒授股

以為只有內地如上海才會發生整幢物業倒塌意外,怎知原來在香港這個號稱國際金融中心的地方也會發生舊樓全幢塌下的恐怖災難,究竟是我們走向大陸化,還是幫中國邁向國際化呢?禤中怡向死難者家屬送上慰問,亦祝願受影響居民早日能夠安居樂業。

港股則未完全塌下,繼續在20,000萬點咬住不放,早段兩次跌穿該位,甚至走低至19,845點,即挫398點,但早上收市已重越20,000點,然後再殺淡友,直上至全日近最高位收市,報20,243點。

英國《星期日電訊報》話滙豐控股(005)部署買內地國有銀行51%股權,與及重組本港和恒生(011)股權,甚至要賣交通銀行(3328)股權,言之鑿鑿,滙控股價全日微升0.29%至83.85元,可憐交行股價逆市跌0.88%至7.82元。上述情況不無可能,但一切要等政府放寬外資持股20%上限的規定方可,總之突然為龍頭股營造炒作和概念氣氛,注意大戶本月會否掉頭造好。此外,大家繼續炒政策市所涉股份,例如內地支持農民建屋,水泥建材股頓成追捧焦點。

至於內需股方面,禤中怡見到近期頻推新產品的維達(3331)主席李朝旺失去增持股份的機會。原來該股昨日舉行股東特別大會,表決向李朝旺授予一批認股權的議案,而他與被視為一致行動人士所涉50.41%股權,故需放棄投票。

該議案獲2,041.2萬股投贊成票,但反對的竟達6,058萬股,即出席投票的股份中,投反對票的比重佔74.8%之多,壓倒性比贊成票多,最終有關議案無法獲得通過,再一次展現股東那一票的威力,尤其是反對票數目其實只佔獨立可投票股份總數的13.5%而已,但可能參與投票的股份數目少,或者有心通過議案的人動員能力不夠,才引致李朝旺無法獲認股權,真要用其品牌的紙巾抹眼淚了。

望一望批認股權,共涉743.8萬股,需分3年分批行使,並且只佔已發行股本才約0.822%,反映攤薄股東每股盈利的影響極之輕微,惟每股行使價5.732元,比去年公布建議援予認股權當日收市價5.53元僅高3.65%,更相等於當日前5個交易日平均收市價,似乎溢價未算突出。更重要的是,股價近日江河日下,單是年初至今,已回落10.7%至昨日收市的4.92元。

董事會授予認股權的目的,是認同李氏過往的服務及貢獻,如年產能便增近一倍等。不過,李朝旺將放下行政總裁職位,由本月22日起委任張東東女士出任,自己只保留主席一職,做策略性工作。

本來授予認股權有激勵作用,但應該是向前看,才能產生鞭策作用,可惜李氏日後只做主席工作,可作的貢獻相對較少,認股權的效果已減弱,倒不如向新CEO授予認股權,推動公司成長的作用可能會更佳。若對公司有信心,李主席倒不如趁股價回落,索性在市場增持股權,更顯示對公司的信心啦!

(2月2日刊於《am730》)

5 Comments:

At 3:03 PM, Anonymous Anonymous said...

do u have the same view about bio-diesel now?

 
At 8:24 AM, Blogger oakleyses said...

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

 
At 8:30 AM, Blogger oakleyses said...

abercrombie and fitch, hollister, sac burberry, sac hermes, nike free pas cher, michael kors, sac guess, timberland, nike free, lululemon, new balance pas cher, true religion outlet, sac louis vuitton, mulberry, louis vuitton uk, longchamp, nike roshe, vans pas cher, air max, louboutin, vanessa bruno, nike blazer, hollister, air force, ray ban pas cher, true religion outlet, north face, oakley pas cher, hogan outlet, nike trainers, nike tn, air jordan, sac louis vuitton, polo lacoste, louis vuitton, air max pas cher, michael kors pas cher, michael kors, polo ralph lauren, sac longchamp, converse pas cher, ralph lauren, nike roshe run, barbour, nike air max, air max, north face, ray ban sunglasses

 
At 8:47 AM, Blogger oakleyses said...

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

 
At 8:52 AM, Blogger oakleyses said...

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

 

Post a Comment

<< Home