【CYBERE 5166 交流专区】（前名 MINDA）

i2cool

xiiaorui 发表于 21-3-2014 07:46 PM
你的意识是根本就是无稽之谈?

哈哈^^难道这股的基本面,因这一纸新闻...就有所改善,明天就赚钱鸟!

xiiaorui

i2cool 发表于 21-3-2014 08:31 PM
哈哈^^难道这股的基本面,因这一纸新闻...就有所改善,明天就赚钱鸟!

哈哈也对...

vincychong

有搞对没有？？

kongsenger

xiiaorui 发表于 21-3-2014 05:15 PM
其实我不是很明白....大股东售出他的股票每股售1.10令吉,那为什么股票会涨呢?

如果 大股东售出他的股票每股售1.10令吉的话,
但现megb的交易价才0.54 sen ,是不是必须把价位推高呢?
買方才会服吧,有价值的投资，这个股还有后续.守住先.

kongsenger

Masterskill: who is Gary How?
Friday, 21 March 2014
http://cgmalaysia.blogspot.com/2014/03/masterskill-who-is-gary-how.html

Masterskill made an announcement on March 20, 2014:

MEGB wishes to announce that the Company had in the evening of 19 March 2014 received a notification from its substantial shareholder Mr. Siva Kumar A/L M Jeyapalan (“Mr. Siva Kumar”), who is also an Executive Director of the Company that he has entered into a Call and Put Option Agreement (“the Agreement”) on 19 March 2014 with Mr. Gary How Soong Khong (“Mr. Gary How”) (NRIC No. 690511-10-6087) of RM1705, 17/F, Hip Kwan Comm Bldg, 38 Pitt Street, Yaumatei, Hong Kong.

This came one day after its share had a decent run up from RM 0.32 to 0.38 (+19%) in much higher volume. Did some people know about this announcement beforehand and act upon it?


The Star writes:

Very little is known about How, a Malaysian who is based in Hong Kong, and why he is offering to buy the shares at a steep premium to the market price.

That seems to be true, searches by Google or LinkedIn don't seem to shed any more light on this person. Rather remarkably, since he might have to come up with RM 132 million, quite a nice and tidy amount.

So who is this Gary How, and how credible is this announcement?

Also, if he does exercise his call option, does he have to make a general offer for the remaining shares? The amount of shares is just below 30%, so I would guess that it is not needed.

I have written many times about Masterskill, a company that has performed horribly since being listed:

Year Revenue PAT
2008 203M 72M
2009 273M 97M
2010 316M 102M <=== IPO
2011 250M 38M
2012 149M -28M
2013 59M -167M

Its revenue is down by more than 80%, it booked horrible losses in 2013 (partly one-off losses that are hardly explained), and this all despite raising money during the IPO.

kongsenger

董事售30%持股 MASTERSKILL大漲
財經股市21 Mar 2014 20:49
http://www.chinapress.com.my/node/509780

（吉隆坡21日訊）儘管主要股東兼執行董事西瓦古瑪行使賣權（put option）脫售近30%持股，不過MASTERSKILL（MEGB，5166，主要板貿易）股價不跌反起，一度升11%或4.5仙，至45仙。

MASTERSKILL以42.5仙開跑，開盤即上揚2仙，並在12時16分起11%或4.5仙，至45仙。

隨后，該股稍微收窄增幅，休市時掛在44.5仙，升幅為4仙；半日成交量達1100萬1500股。

該股午盤持續收窄升幅，閉市時起13.5仙或33%，報54仙，成交量5645萬4200股。

MASTERSKILL昨日早盤停牌1小時，宣佈主要股東兼執行董事西瓦古瑪行使賣權，以每股1.10令吉在6個月內悉數脫售持有的1億2200萬股或29.76%股權，給香港投資者侯順光（譯音）。

kongsenger

How to add value to Masterskill
Saturday March 22, 2014
http://www.thestar.com.my/Business/Investing/2014/03/22/How-to-add-value-to-Masterskill-Hong-Kong-businessman-to-turn-health-education-provider-around/

BY EUGENE MAHALINGAM

In a surprise turn of events, Masterskill Education Group Bhd (MEGB) made headlines earlier this week when it announced that little-known Hong Kong businessman Gary How Soong Khong has proposed to buy a 29.76% stake in the company from the major shareholder.

A loss-making one at that.

The nursing and allied health education provider, which had been in the red in its two previous financial years, saw its net loss widened to RM166.97mil in the financial year ended Dec 31, 2013, compared with a net loss of RM28.19mil in the previous corresponding period.

THE question that comes to the minds of most is why would How, a Malaysian but based in Hong Kong, take up a stake in a company that is lagging in the competitive education industry? Also, he is prepared to pay a premium to the market price.

According to executives close to How, he has several businesses is in Hong Kong ranging from property development to the food industry.

“He feels that MEGB can be turned around quite easily by bringing in students from China to do their courses here,” says the executive. Having a stake in the group would allow him to enjoy the upside.”

On Thursday, MEGB announced that its major shareholder, Siva Kumar M Jeyapalan, who is also the company’s executive director, had entered into a put-and-call option with How to dispose of his entire stake in the education group for RM1.10 per share, which is a premium of 104% from its closing price of 54 sen yesterday.

Under the terms of the agreement, How has a call option to purchase the shares, which is valid for six months from the date of the agreement that was entered into on Wednesday.

Call option

Siva Kumar, a former investment banker, granted the call option to How, which cannot be withdrawn once the notice has been issued.

In return for granting the call option, How has granted Siva Kumar a put option for the shares at the same price of RM1.10, which is valid for nine months.

Under the agreement, the call option may be exercised by How by serving Siva Kumar, at any time within the period of six months from the date of the deal.

The put option may also be exercised by Siva Kumar by serving How at any time in the period commencing on the date falling nine months from the date of the agreement.

Should the deal materialise, Siva Kumar will receive proceeds of some RM134mil from the sale of his 122 million odd shares in the company.

Siva Kumar first emerged as a substantial shareholder in MEGB in early October, 2011 with a 10% stake. MEGB’s price was then around RM1.10 per share.

According to Siva Kumar, MEGB has been undertaking consolidation measures and has stated its intention to dispose campuses that were not utilised. The campuses are in Ipoh, Pasir Gudang and Kota Baru.

“We are consolidating our business and disposing off what we don’t need,” he tells StarBizWeek, adding that MEGB will be able to turn around once it is able to recruit more students.

“Our operational losses is reducing and our balance sheet is getting cleaner. We have 4,000 students now and even after disposing off our assets, we still have (classroom) capacity to cater for between 14,000 and 15,000 students, which is a lot.”

After streamlining the operations, MEGB will operate from its campuses in Petaling Jaya, Cheras, Kuching and Kota Kinabalu.

The company is backed by assets worth about 62 sen. If the unutilised campuses are disposed of, of the assets worth 62 sen per share, at least half would be in the form of cash.

At its height, MEGB had some 14,000 students and was one of the most profitable education groups in the country with market capitalisation of more than RM1.5bil.

It was then helmed by Datuk Seri Edmund Santhara. Its mainstay was the nursing courses that attracted a lot of students.

Eventually the number of students passing out far outstripped the positions vacant in private hospitals. Edmund left the group last year and in came Siva Kumar as the executive director.

Edmund still holds a minority stake in MEGB while private-equity firm Crescent Point is the second largest shareholder after Siva Kumar.

A banker says that the education group will be able to start raking profits if it can bring in at least another 2,000 new students.

The banker also says MEGB had licenses that cannot be obtained so easily.

“For insance there is a freeze on new medical courses, which has been imposed on institutions of higher learning in the country until April 2016. This bodes well for existing institutions such as MEGB.”

Given his expertise in the finance industries, some believe that Siva Kumar is capable of cutting down the excesses and cleaning up the company. But he is not the man to run the operations, which is probably where How comes in.

Observers believe that How will need to create a lot of value for the education group in order to justify the price that he is proposing to pay for interest in the education group.

For investors, the story will only start to look good when How completes the acquisition of the stake from Siva Kumar. He has six months to do that. Until then, those who are not in the stock yet will probably continue to watch from the sidelines.

xiiaorui

kongsenger你认为股价会去到1.10吗?

kongsenger

xiiaorui 发表于 22-3-2014 07:22 PM
kongsenger你认为股价会去到1.10吗?

只要到0.70--0.80 sen 就丰衣足食了,哈哈

kongsenger

港商入股引关注 Masterskill 或转进新业务
财经新闻 财经  2014-03-23 09:16
http://www.nanyang.com/node/608487?tid=462

（吉隆坡22日讯）券商认为，鲜为人知的香港商人侯宋刚（译音）入股蒙亏的Masterskill教育（MEGB，5166，主板贸服股），可能是想把该公司转型为教育相关业务，或有意进军新行业。

Mercury证券指出，自从分析员不再追踪Masterskill教育后，便难以掌握该公司到底发生什么事情。

该证券行指出，该公司几乎没有邀请分析员，因此，分析员较少机会与管理层会面，所以不确定公司的最新状况。

然而，该证券行怀疑侯宋刚投资Masterskill教育，是因为该公司能够为其商业计划提供协同作用。

据知，侯宋刚从事教育事业，因此，他入股Masterskill教育被视为是“别有目的”。

该证券行不排除侯宋刚是相中Masterskill教育的上市地位，才决定入股，因为他可能打算把他的业务（可能是教育业务或者其他业务）注入该公司。

然而，蒙亏上市公司被外国商家垂青，连外国证券行也摸不着头脑，并称：“为什么有人愿意购买一家亏损的公司？”

股价飙涨33%

根据Masterskill教育于周四致大马交易所的文告，大股东兼执行董事斯瓦古马，与侯宋刚签署了股票回售和回购选择权协议，以1亿3200万令吉或每股1.10令吉，把前者在该公司的所有股权卖给后者。

斯瓦古马在该公司持有1亿2200万股，相等于29.76%股权。

自从消息传出后，激励该公司的股价走高。截至周五闭市，该股飙涨13.5仙或33%，至54仙，总成交量达5645万4200股。

xiiaorui

那你认为现在能买进?

elvis

那有可能会以RM1.10收购呢。 真实大笑话

elvis

因该快点放 手上的票！

i2cool

哈^^好想知道那一纸协议里的内容。如果在六月后悔约是否需要赔偿...
偿额又是多少!还有另外70%的票又在谁的手。

kongsenger

o.60 sen 出售。

icy97

Masterskill 3 董事辞职 潜在大股东任执董

财经新闻 财经  2014-03-25 13:43
（吉隆坡24日讯）继上周与Masterskill教育（MEGB，5166，主板贸服股）大股东兼执行董事斯瓦古马签署股票回售和回购选择权协议后，商人侯宋刚（译音）今天正式入驻董事部，受委执行董事。

Masterskill教育向马交所报备，现年45岁的侯宋刚，目前担任香港私人投资工具———Citi-Champ国际有限公司的董事经理。
此外，叶玉川（译音），则受委Masterskill教育的非执行董事。

Masterskill教育也宣布委任现年43岁的刘国伟（译音），成为非执行董事。

Masterskill教育同时宣布，董事东姑卡美尔、拿督阿末峇士尔和拿督都卡玛鲁丁辞去非执行董事职位。

公司上周宣布，斯瓦古马与侯宋刚签署选择权协议，双方可在6个月内行使权利，由前者以1亿3200万令吉或每股1.10令吉，把所持股权卖给后者。【南洋网财经】

Date of change	24/03/2014
Name	How Soong Khong
Age	45
Nationality	Malaysian
Type of change	Appointment
Designation	Director
Directorate	Executive
Qualifications	Chung Hwa High School
Working experience and occupation	Mr. How Soong Khong is currently the Managing Director of his private investment vehicle, Citi-Champ International Limited, incorporated in Hong Kong. Prior to this, he was involved in various managerial positions in the business arena in Hong Kong mainly involved in business feasibility studies and management in the family’s existing businesses and also identifying new investments. The family businesses and his experience encompassed varied industries such as property, hotel, construction, manufacturing, gaming, equity investments, etc. He is also currently involved in identifying and enlarging the scope of investments for the family businesses to overseas countries.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Yap Yoke Chuan

Date of change	24/03/2014
Name	Yap Yoke Chuan
Age	43
Nationality	Malaysian
Type of change	Appointment
Designation	Director
Directorate	Non Independent & Non Executive
Qualifications	1. Stamford Group of College 2. Clara International Beauty Group
Working experience and occupation	Mdm. Yap Yoke Chuan (“Mdm. Yap”) is at present an advisor to the business affairs of her husband in Hong Kong and China. Before that, Mdm. Yap ran a beauty and body care business.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Mr. How Soong Khong

Date of change	24/03/2014
Name	Liew Kok Wai
Age	43
Nationality	Malaysian
Type of change	Appointment
Designation	Director
Directorate	Non Independent & Non Executive
Qualifications	(1) Certified Public Accountant with Malaysian Institute of Certified Public Accountants (“MICPA”) (2) Chartered Accountant with Malaysian Institute of Accountants (“MIA”)
Working experience and occupation	Mr Liew Kok Wai (“Mr. Liew”) is currently involved in private investment and research. An accountant by profession, he holds a Certified Public Accountant membership with MICPA and a Chartered Accountant membership with MIA. Mr. Liew has a total of 22 years of professional experience of which 17 years were spent in the securities industries. He started off his career in the international accounting and auditing firm, PriceWaterhouseCoopers where he garnered extensive experience in the fields of statutory accounting and auditing, corporate taxation, due diligence, valuation of companies, initial public offering reporting, etc. He later ventured into the securities research industry where he had high-level stints with several reputable investment and research houses as Senior Investment Analyst and also Associate Director of Research. Mr. Liew was the former Head of Research of Prudential Unit Trust Malaysia and a former Fund Manager cum Analyst with Prudential Fund Management Berhad. He was also the Head of Investment at a private investment firm and his most recent career stint was with Kenanga Investment Bank.

追魂鼓手

icy97 发表于 25-3-2014 03:26 AM

我是个新手，请这是什么意思？？
换BOD吗？？？

elvis

你们还保留？ 还是丢了票

追魂鼓手

elvis 发表于 27-3-2014 10:19 AM
你们还保留？ 还是丢了票

已经cut loss了...

pcy85

以现在的股价看，他的殖利率很高哦。
可是我看他的年报时亏欠的。
在网站也只看到2012的，2013的有的看吗？