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北控再斥6.6億掃中燃 @ 2012-05-08T08: Back Hot News
Keyword:北控 中燃
Concept:石化收購中國燃氣 , 北京控股集團增持中燃
新奧及中石化財團於去年12月中向新奧提出全購,收購價為每股3.5元。其後,富地石油與中燃前高管劉明輝聯手,不斷增持中燃至16.12%,成為大股東。第二大股東韓國SK亦多次於收購價以上增持。中燃昨日收報3.9元,北京控股逆市升4.72%至45.5元。
證監會數據顯示,北控(0392-HK)母公司北控集團今日再增持中國燃氣(0384-HK)約1.618億股,每股作價4.1元,涉資約6.6億元,持股量升至12.65%。這是一周內兩度增持中燃
瑞銀認為,北控集團大手增持令中石化及新奧收購成功的可能性下降,考慮到北控的購買價格,認為其極不可能接受二者3.5元的價格,證實了該行對二者需持續調高代價方可成功的觀點,但相信新奧的股東不會批准更高的作價。
聯交所資料顯示,北控於5月3日增持中燃約2.48億股,場內每股平均價3.87元,場外每股4.1元,持股量由3.28%增至8.96%,成為中燃第三大股東。另外,北控的增持行動,相信對中石化(00386)及新奧能源(02688)
(00384)股份。連同北控在中燃持有的3.28%股份在內,北控經過增持後,已經在中燃持股多達8.96%。北控的持股,次於富地石油/劉明輝、SK HOLDINGS,一躍成為中燃第三大股東。

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