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【藍籌供股】群益李紹康:新世界供股未合時機,不排除穿供股價 @ 2011-10-18T13: Back Hot News
Keyword:新世界 供股
Concept:
新世界中國(00917)公布,以每2股供1股,集資不少於42.93億至不多於43.46億元。每股供股價1.49元,較昨日收市價折讓33.48%。
突然折讓供股,新世界應聲挫11%;新中跌4%。(de/d)
本港方面,新世界發展(00017)建議供股二供一,較昨日收市價折讓37%,籌最多123億元。另外,九倉(00004)及國泰(00293)亦作債務融資,今日相關股份料受壓。
本地地產股長實(00001-HK) 跌4.58%;恆地(00012-HK) 跌3.31%;新地(00016-HK) 跌3.36%;新世界(00017-HK) 大折讓二供一股,資金將用於認購新中供股股份,股價挫18%;信置(00083-HK) 跌2.81%;恆隆(00101-HK) 跌2.21%,港鐵(00066-HK) 跌1.82%;收租股九倉(00004-HK)跌5.53%;太古A(00019-HK) 跌2.67%;物業代理美聯(01200-HK) 跌6.22%。
從盤面看,藍籌股中,除中電控股(00002)和電能實業(00006)微升0.29%及0.6%外,其余44只全線下跌,沽壓遍及大市,其中,新世界發展(00017)受供股影響沽壓最大,現挫15.33%,公司宣布2供1供股集資,若以供股價每股5.68港元計算,新世界與其昨收價9港元計算,供股價大幅折讓37%。
新世界發展 00017.HK 建議進行二供一,發行19.95-21.72億股;供股價5.68元,較上日(17)收報36.89%。集資淨額111.55億元,擬撥付認購新中 00917.HK 供股;集團物業項目發展成本;以及一般營運資金。假設所有換股及認購權獲行使,籌淨額121.35億元。
新世界發展宣布,建議2供1,每股供5.68元,發行19.95-21.72億股,籌113.32-123.37億元,淨額111.55-121.35億元,倘新世界中國(00917)供股按照其條款進行,將撥付認購新世界中國供股股份;撥付集團物業項目之發展成本;及撥作集團一般營運資金。供股價較昨日收市價9元折讓36.89%。

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