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发表于 5-2-2010 02:14 PM
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李瑞興與高盛旗下基金‧90仙全面獻購科恩馬
(吉隆坡)曾表明公司股價遭低估,而有意進行私有化的科恩馬集團(KN M,7164,主板工業產品組)大股東李瑞興,將聯合高盛旗下基金以每股90仙全面獻購這間公司。
比市價溢價15仙
週四(2月4日)閉市,科恩馬以75仙平盤掛收,成交量達1230萬7200股,為全場第6熱門股。李瑞興的出價比較市價溢價15仙。
科恩馬發表文告說,集團董事經理兼大股東李瑞興建議,透過他控制的藍焰資本(Blue Fire)收購這間公司業務並接管這間公司。李瑞興也是科恩馬的創辦人。
藍焰資本將聯合國際投資銀行集團高盛旗下第6GS資本(GSCapital Partners VI Fund),以及Mettiz資本展開收購計劃。
這項計劃的國際顧問為高盛。第6GS資本是高盛的第6隻全球多元基金。
科恩馬表示,董事部給於此該財團進行精密審核的期限為3月22日,至於收購與否,將在審核結果出爐後再作決定。其他左右收購決定的條件包括融資、收購方式等。
李瑞興認為股價偏低
不過,科恩馬並未表示,上述財團在完成收購後,會否保留公司的上市地位,或進行其他計劃。
向來備受證券界看好的科恩馬,股價自去年6月衝破1令吉關口後隨即回落,自此窄幅徘徊於70至90仙水平,無法取得任何突破。
去年3月與6月,市場分別傳出李瑞興認為公司股價估值偏低,而有意私有化科恩馬的消息,第一次他雖表示,若銀行提供資金他考慮帶頭展開管理層收購計劃,不過相隔3個月後,他受詢會否大量融資進行私有化時,卻解釋:“進行龐大融資相當困難,我不認為這是可行的選擇。” |
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发表于 5-2-2010 02:39 PM
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KNM要私有化了?如果不賣手上有票的真的0.90被收購啊? |
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发表于 6-2-2010 10:40 PM
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发表于 7-2-2010 01:04 AM
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我上次0.84(12lots)买的 |
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发表于 7-2-2010 07:09 AM
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要开EGM的,未必通过。
湖俊 发表于 5-2-2010 10:32 AM
最好不通過, 不然當初套在1元以上的人慘了. |
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发表于 7-2-2010 09:05 AM
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很大可能不会成功私有化!!!
jetson就是一个例子...
可能会上调收购价,最后没有成功私有化!!! |
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发表于 7-2-2010 10:09 AM
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很大可能不会成功私有化!!!
jetson就是一个例子...
可能会上调收购价,最后没有成功私有化!!!
my988 发表于 7-2-2010 09:05 AM
不能讓奸計得逞, 這樣就想把之前分紅股買入的人甩掉 |
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发表于 7-2-2010 11:26 AM
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回复 2547# smartbk
之前分红股时是多少钱呢?但价钱跌了,你们的持股量也多了啊。。 |
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发表于 7-2-2010 12:13 PM
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各位大大,要是KNM的股价冲破Rm1那么KNM老板是否还能用90仙来收购呢? |
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发表于 7-2-2010 01:49 PM
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回复 smartbk
之前分红股时是多少钱呢?但价钱跌了,你们的持股量也多了啊。。
ligo 发表于 7-2-2010 11:26 AM
對, 量是多了...不過很多是介於rm1.5~rm2 之間....knm 來陰的鳥.... |
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发表于 7-2-2010 01:53 PM
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各位大大,要是KNM的股价冲破Rm1那么KNM老板是否还能用90仙来收购呢?
dicman 发表于 7-2-2010 12:13 PM
應該是不能......
knm老板會暗笑....到時可能又會說 : " 進行龐大融資相當困難,我不認為這是可行的選擇 " |
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发表于 7-2-2010 06:01 PM
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knm 是长线投资的好汽油股!私有化对小股东来说不是很失望吗?如果对长期投资者来说,只出 90仙,会显得太少了吗? |
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发表于 8-2-2010 08:54 AM
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之前eXX买进那么多,请问连eXX手上的票也一样将被收购吗? |
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发表于 8-2-2010 09:57 AM
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发表于 8-2-2010 11:45 AM
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今天又下跌现象,该不该卖掉?
我在0.745进货的. |
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发表于 8-2-2010 12:01 PM
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被套了 0.82 进货, 不是說要 0.90 私有化了? |
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发表于 8-2-2010 10:11 PM
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被套了 0.82 进货, 不是說要 0.90 私有化了?
veryfree 发表于 8-2-2010 12:01 PM
中计了。。。 我卖的0.82该不会是你买的吧! 哈哈 |
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发表于 8-2-2010 10:31 PM
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回复 2556# veryfree
等...
私有化不是三四天的事 |
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发表于 8-2-2010 10:32 PM
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Question 1. The total equity interests held by BlueFire Capital Group Ltd ("Bidco") in the Company as at the latest practicable date
Reply: Bidco has no equity interest in the Company as at to-date.
Question 2. The total purchase consideration involved in the Proposed Acquisition
Reply: Subject to due diligence, the total proposed price for the Business/ Enterprise Value is RM4,326 million. After deducting, total debt of RM1,306.967 million, a minority interest of RM8.732 million and adding total cash of RM540.943 million the equity valuation is RM3,552 million, which is equivalent to RM0.90 per issued ordinary share of the Company. This is based on 3,946,291 million issued ordinary shares (excluding treasury shares) as at 2 January 2010 and, as set out in the Interim Financial Report on Consolidated Results for the Period ended 30 September 2009.
Question 3. Whether Bidco has sufficient financial resources or has procured any financial commitment in undertaking the Proposed Acquisition
Reply: Goldman Sachs (Singapore) Pte. has been engaged as Bidco’s adviser, arranger and manager for equity and debt financing and underwriting of this proposed transaction. Goldman Sachs has reviewed the Company’s business, operations and prospects in order to evaluate various investment and financing alternatives on a preliminary basis. In connection with this review, a fund managed by Goldman Sachs has previewed an equity financing proposal with its investment committee and the firm’s investment banking division has also expressed an interest in arranging debt financing. In respect of both equity and debt financing, Goldman Sachs is prepared to arrange such financing subject to satisfactory due diligence and agreeing terms.
Question 4. The rationale for Bidco in undertaking the Proposed Acquisition
Reply: The Company will require future fundings and increase gearing to finance its restructuring and improve its position in the market. Bidco intends to tap on the funding resources and financial strengths and capabilities of its equity partners.
Question 5. The information on GS Capital Partners VI Fund LP and Mettiz Capital Limited together with its role in the Proposed Acquisition
Reply: GS Capital Partners VI Fund LP is managed by the Principal Investment Area (PIA) of The Goldman Sachs Group, Inc., which is actively involved in privately negotiated corporate equity investment activities. Since 1986, GS Capital Partners has raised corporate investment vehicles aggregating over US$56 billion of capital. GS Capital Partners is currently investing its US$20.3 billion GS Capital Partners VI Fund, PIA’s sixth global, diversified fund formed in 2007. PIA has over 120 investment professionals in New York, London, Hong Kong, Tokyo and San Francisco with expertise in a wide variety of industries. GS Capital Partners VI Fund LP is a potential provider of equity finance for the Proposed Acquisition.
Mettiz Capital Limited is a potential provider of equity finance for the Proposed Acquisition.
Question 6. To provide further clarification on the statement "Bidco is acting in collaboration with GS Capital Partners VI Fund LP and Mettiz Capital Limited"
Reply: The collaboration between Bidco and these parties is to secure a suitable financing arrangement for the purposes of this Proposed Acquisition.
Question 7. Whether Bidco has expressed its intention on the listing status of the Company
Reply: Bidco has not expressed any intention on the listing status of the Company. |
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发表于 8-2-2010 10:36 PM
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想请问下,那个要收购成为大股东,私有化的那个人,可以先说要收购,用90仙等这些消息,让股价起,然后乘机卖掉自己手上的票,酱子做是合法的吗?谢谢回答。 |
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