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北控再掃中燃躍升次大股東 傳富地逾億追貨未擬減持 @ 2012-05-08T04: Back Hot News
Keyword:北控 中燃 增持
Concept:10億元 , 北控集團增持中國燃氣
此前中國燃氣的第一、二大股東也在不斷溢價增持中燃股份,拉高股價。據港交所資料,4月24日,中國燃氣獲富地石油增持,後者以每股3.782港元,增持3565萬股,持股比例由11.49%增至12.30%。而之前,中國燃氣部分股東就已經開始增持股份,其中富地石油與韓國SK集團已超過15次增持中國燃氣,股價從收購前的2.8港元升至3.69港元,超過了新奧能源及中國石化方面3.5港元/股的收購要約價,以此抵抗收購行為。
北控集團5月3日曾大手增持中燃,包括購入阿曼石油悉售的5.4%中燃股份,持股量由3.28%增至8.96%。
另外,大家可留意中國燃氣的收購爭奪戰,因為中石化出價三元五角收購,被北控以四元一角更高價格購入阿曼所持的部分中燃股份,起碼說明中燃的前景被看好。以此觀之,我在二十元以下買入的中華煤氣(00003)應該不會揀錯目標。上周五煤氣已逆市上升,相信調整已大致完成,在中燃爭奪戰刺激下,擁有內地燃氣業務的中華煤氣重上二十元水平,應在意料中事,何況下月即可收四角末期及特別息,另十送一紅股,收益不俗,應有吸引者也!

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