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《外資精點》德銀:邢李㷧增持市場反應正面,憧憬采取更積極角色 @ 2012-11-15T16: Back Hot News
Keyword:思捷
Concept:110萬股思捷 , 增持3500萬美元
不過邢李㷧增持的8,420萬股,並無顯示出股份作份。不過巧恰地,當日卻有思捷股東大手沽出持有的供股權。據傳媒報道,於思捷供股權買賣首個交易日,思捷主要股東之一、對沖基金LONE PINE CAPITAL以每股供股權平均價3.5元,沽出5,762.97萬股思捷供股權,套現約2.02億元。同日,思捷非執行董事FRIEDRICH JURGEN ALFRED RUDOLF則以平均價3.291元,沽出2,275萬股供股權,套現約7,487.03萬元。即單是LONE PINE CAPITAL及FRIEDRICH JURGEN ALFRED RUDOLF,在11月7日合共沽出超過8,000萬股供股權。
昨天是思捷(330)供股權(2949)最後一個買賣交易日,靠思捷而身家暴漲的前主席邢李㷧,原來一直暗地里收集思捷股份。據港交所(388)的披露權益顯示,於上周三(7日)供股權買賣首日,邢李㷧以每股平均作價11.669元,增持2320.52萬股正股,涉及金額2.71億元,同時申報另外持有思捷8420萬股,但未有作價,相信是供股權;計及供股,他的持股量增至10.33%,有機會再次成為思捷單一大股東。
對於昔日大股東邢李㷧增持,思捷發言人表示,這是個人投資者決策,公司不加評論,德銀引述思捷管理層指,邢李㷧至今未有接觸過公司。市場有傳聞稱,邢李㷧今次「出山」是由思捷非執董鄭明訓親自找回來,希望邢進入董事會以穩定局面。本報截稿前未獲思捷主席柯清輝回應。

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