【RCECAP 9296 交流专区】RCE资本

sogrlcc

Private placement筹资来做扩展生意。什么生意呢？买MBSB?
大股东动作连连，要看好戏了。
等消息公布看看是谁入股。

sogrlcc

1. 16/01/2008 Acquired 9,817,596 -
2. 17/01/2008 Acquired 3,000,000 -

根据2007年度报告，以上两项交易的卖家就在30大股东名单中。
根据一位朋友，那3mil的场外交易是以RM0.76脱手的。
经过这两项交易，Tan Sri Dato' Azman Hashim增持了额外4.8%股到43.44%.

旧闻：
EPF, which owns 54% of MBSB...MBSB had a total book value of RM430mil as at end-June, and 2.4 times book would translate to a price of RM1.03bil for the whole company.
(http://biz.thestar.com.my/news/s ... 78&sec=business)
那么说来, RCE必须付 (54% x RM 1.03bil) = RM556.2 million

根据10%private placement, 预料可筹募约RM50million, 比起跟EPF买MBSM的价钱差好一大截。当然必须另找出路。
我猜，private placement的10%, 是给EPF的。

(无聊的紧，我猜我猜我猜猜猜)

goodluck88

老兄很久没有看见你上来了....

sogrlcc

一直都在潜水嘛! 透透气。。。
依Tan Sri Dato' Azman Hashim现在的持股, 10%配售后会等于 (280,777,169股/710,971,340股)=39.49%.

如果他想要拿到配售后40%股份,即多买0.51%或3.6mil股,必须找大股东进行场外交易. 不然要在公开市场买入.

如果他要在公开市场买入,我觉得股价会被压低.毕竟收集3.6mil股是个大数目.他的场外交易是每股RM0.76, 你的公开市场买入价呢?

goodluck88

最近这股的交投算是平静...没什么巨量...大选将直....短期应该会反弹向上....想投机短期的股友....看准时机吧...

买卖自负....吹水罢了...

hancom

图形告诉我，不看好此股。

梦之龙

绝对很因人而异－－图形告诉我－－大量囤积－必有作为

目前。。。我没有这股

RAMUNIA我也没有－AIRASIA我也没有

可是。。。我确定星期二绝对会有大笔交易在AIRASIA身上－－我老板找了三个老板开始囤积AIRASIA

6f

我也看好这股。。。
应该到底了。。。等着大户拉上吧！！！o(∩_∩)o...哈哈

lover82

看它的profit每季一直在增加,难道最新的财报显示有什么不妥,所以跌?

6f

RM0.825好像蛮多人进货。。。

publicpang

很旧没看他上TOP 10.....

6f

wah...卖压很强。。。

东邪

9296

Changes in Director's Interest (S135)

Particulars of Director 37 Name : Tan Sri Dato' Azman Hashim NRIC/Passport No./Company No. : Nationality/Country of Incorporation : Address: 2, Jalan Teberau 1 Ukay Heights 68000 Ampang Selangor Darul Ehsan Descriptions (Class and Nominal Value): Ordinary shares of RM0.10 each Name and Address of Registered Holder: Details of Changes Date of Notice : 24/01/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 16/01/2008 Acquired 9,817,596 - 2. 17/01/2008 Acquired 3,000,000 - Circumstances by reason of which change has occurred: Deemed interest - Acquisition Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 280,777,169 shares (43.4400%) Total : 280,777,169 shares Remarks: The Form 29B was received by the Company on 30 January 2008. Submitted By: Johnson Yap Choon Seng

30/01/2008   06:49 PM

东邪

9296

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Tan Sri Dato' Azman Hashim NRIC/Passport No./Company No. : 390717-10-5069 Nationality/Country of Incorporation : Malaysia Address: 2, Jalan Teberau 1 Ukay Heights 68000 Ampang Selangor Darul Ehsan Descriptions (Class and Nominal Value): Ordinary shares of RM0.10 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 24/01/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 16/01/2008 Acquired 9,817,596 - 2. 17/01/2008 Acquired 3,000,000 - Circumstances by reason of which change has occurred: Deemed interested - Acquisition Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 280,777,169 shares (43.4400%) Total : 280,777,169 shares Remarks: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Submitted By: Johnson Yap Choon Seng

30/01/2008   07:22 PM

sogrlcc

http://www.theedgedaily.com/cms/ ... a-19214b10-2c3bfa89

RHB Research Institute remains positive about RCE Capital Bhd, which is trading at single-digit price-to-earnings ratio (PER) and had recorded three-year earnings per share (EPS) compounded annual growth rate of 19%.

The research house said RCE’s proposed private placement of up to 10% of existing paid-up of up to 64.3 million new shares would have minimal dilution impact.

It said the additional potential share price performance could come from larger-than-expected contribution from the Vietnam venture; potential benefit from the purported call to increase the retirement age.

RHB Research said there was also potential benefit from acquiring Malaysia Building Society Bhd (MBSB) which would be subject to pricing. The acquisition of MBSB would cut RCE’s funding cost further, given the latter’s special exempt status for accepting deposits.

“Thus, we are maintaining our outperform call on the stock with a fair value of RM1.40 (14 times CY08 EPS),” it said. RCE’s financial year ends in March.

On the private placement, the reasearch house said the issue price would be determined later. The exercise was expected to raise about RM50 million. This would increase its shareholder equity from RM161.7 million (as at March 2007) to RM211.7 million to be more in line with its growing receivables.

“Using equity/principal loan as a proxy to banks’ capital adequacy ratio, we forecast that its ‘capital ratio’ in FY03/08 would increase from 19.7% to 24.3% post placement,” it said.

The proceeds would be used to fund RCE’s new businesses (that is the factoring and joint venture with Southern Bank Vietnam to set up a non-bank credit joint venture company).

RHB Research said this investment (which will cost RCE RM19 million for a 30% stake) is positive in view of the ability to accept deposits (lower cost of funds as compared with RCE’s home-grown business) as well as Vietnam’s strong economic growth and relatively untapped consumer banking market.

The research house also said RCE’s loan base was benefiting from civil servants’ pay hike, setting a positive tone for FY08-10 earnings growth.

RCE’s loan book had surged as reflected in its 2QFY03/08 results (or 3QCY07).

Net loan book as at September 2007 stood at RM546.6 million (up 71% year-on-year; 17% quarter-on-quarter, from RM465.9 million (as at June 2007) and RM319.2 million as at September 2006.

On its asset-backed securities (ABD), RCE had used the first tranche of the RM1.5 billion 5.5-year ABS worth RM100 million in November 2007.

The second tranche of RM100 million is expected to be issued next month. This again reflects the pace of its loan book expansion.

As RCE is not a deposit-taker, it is issuing the ABS to lower its financing cost while at the same time fund the loan book expansion. The ABS is expected to cut its funding cost by 100 to 150 basis points. Besides expansion in margin, the ABS will also improve its competitiveness.

东邪

9296

Proposed Placement

RCE CAPITAL BERHAD (“RCE” or the “Company”) Proposed private placement of up to 64,633,700 new ordinary shares of RM0.10 each in RCE, representing approximately up to 10% of the existing issued and paid-up share capital of RCE (“Proposed Placement”) We refer to the earlier announcement dated 11 January 2008 in relation to the Proposed Placement. On behalf of the Board of Directors of the Company, RHB Investment Bank Berhad is pleased to announce that the applications in relation to the Proposed Placement has been submitted to the Securities Commission (“SC’) and the Equity Compliance Unit of the SC today. This announcement is dated 5 February 2008.

05/02/2008   05:31 PM

东邪

9296

Proposed Placement

RCE CAPITAL BERHAD (“RCE”) Proposed private placement of up to 64,633,700 new ordinary shares of RM0.10 each in RCE (“Placement Shares”), representing approximately up to 10% of the existing issued and paid-up share capital of RCE (“Proposed Placement”) Further to the announcement dated 5 February 2008 in relation to the Proposed Placement, RHB Investment Bank Berhad (“RHB Investment Bank”) is pleased to announce on behalf of the Board of Directors of RCE that the Securities Commission (“SC”) has, vide its letter dated 6 February 2008 (which was received on 11 February 2008), approved the Proposed Placement pursuant to: (i)        Section 212(5) of the Capital Market Services Act 2007 (“CMSA”); and (ii)        the Guidelines on the Acquisition of Interests, Mergers and Take-overs by Local and Foreign Interests issued by the Foreign Investment Committee. The SC’s approvals for the Proposed Placement are subject to the following conditions: (i)        RHB Investment Bank/RCE should fully comply with the relevant provisions in Guidance Note 8C and other relevant requirements under the SC’s Policies and Guidelines on Issue/Offer of Securities, pertaining to the implementation of the Proposed Placement; (ii)        At least 30% of the Placement Shares must be placed out to Bumiputera investors; (iii)        RHB Investment Bank/RCE to submit the list of placees to the SC upon completion of the Proposed Placement; and (iv)        RHB Investment Bank/RCE should inform the SC upon completion of the Proposed Placement. With the receipt of the SC’s approvals, the Proposed Placement remains subject to approvals being obtained from Bursa Malaysia Securities Berhad for the listing of and quotation for the Placement Shares. This announcement is dated 12 February 2008.

12/02/2008   05:22 PM

东邪

9296

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Cempaka Empayar Sdn Bhd NRIC/Passport No./Company No. : 402925-M Nationality/Country of Incorporation : Malaysia Address: 2-01, Block B, Amcorp Tower, Amcorp Trade Centre No. 18, Jalan Persiaran Barat 46050 Petaling Jaya Selangor Darul Ehsan Descriptions (Class and Nominal Value): Ordinary shares of RM0.10 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 12/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 05/02/2008 Transferred 12,817,596 - Circumstances by reason of which change has occurred: Transfer of shares from AMSEC Nominees (Tempatan) Sdn Bhd to Cempaka Empayar Sdn Bhd Nature of Interest: Direct Consideration: No of Shares Held After Changes: Direct : 280,777,169 shares (43.4400%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 280,777,169 shares Remarks: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Submitted By: Johnson Yap Choon Seng

13/02/2008   07:14 PM

东邪

9296

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : AmcorpGroup Berhad NRIC/Passport No./Company No. : 402925-M Nationality/Country of Incorporation : Malaysia Address: 2-01, Block B, Amcorp Tower, Amcorp Trade Centre No. 18, Jalan Persiaran Barat 46050 Petaling Jaya Selangor Darul Ehsan Descriptions (Class and Nominal Value): Ordinary shares of RM0.10 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 12/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 05/02/2008 Transferred 12,817,596 - Circumstances by reason of which change has occurred: Deemed interested by virtue of Section 6A(4)(c) of the Companies Act, 1965 - Transfer of shares from AMSEC Nominees (Tempatan) Sdn Bhd to Cempaka Empayar Sdn Bhd Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 280,777,169 shares (43.4400%) Total : 280,777,169 shares Remarks: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Submitted By: Johnson Yap Choon Seng

13/02/2008   07:14 PM

东邪

9296

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Clear Goal Sdn Bhd NRIC/Passport No./Company No. : 402925-M Nationality/Country of Incorporation : Malaysia Address: 2-01, Block B, Amcorp Tower, Amcorp Trade Centre No. 18, Jalan Persiaran Barat 46050 Petaling Jaya Selangor Darul Ehsan Descriptions (Class and Nominal Value): Ordinary shares of RM0.10 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 12/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 05/02/2008 Transferred 12,817,596 - Circumstances by reason of which change has occurred: Deemed interested by virtue of Section 6A(4)(c) of the Companies Act, 1965 - Transfer of shares from AMSEC Nominees (Tempatan) Sdn Bhd to Cempaka Empayar Sdn Bhd Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 280,777,169 shares (43.4400%) Total : 280,777,169 shares Remarks: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Submitted By: Johnson Yap Choon Seng

13/02/2008   07:15 PM