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新股上板思捷坐過山車 @ 2012-11-27T12: Back Hot News
Keyword:思捷
Concept:供股43億股
新浪財經訊 11月15日消息,思捷環球(00330)供股權最後交易日,再有戲劇性發展。前大股東兼主席邢李㷧闊別兩年後再吃「回頭草」,上周三(7日)大手掃入約5%思捷股份,另還在場內大掃8,420萬股實物交收衍生產品,有估計可能是思捷供股權,持股預計近1成直逼對沖基金LONE PINE CAPITAL。市場憂邢介入機動不明,恐股價變得極波動。
思捷供股獲得超過6倍超額申請
思捷供股超額6.7倍 邢李㷧成第二大股東
匯控升百分之1,中資金融股普遍有反彈,工行及農行升約百分之2,本地地產股亦靠穩。思捷供股權今日最後交易再跌超過一成,思捷亦再跌百分之2。
思捷供股後,投資者下一步怎走?
思捷收到過千份,涉及6.3億股的接納供股申請,是思捷供股股數的九成七,加上收到超過43億股的額外供股申請,兩者合計,相當於今次供股獲6.7倍超額認購。
思捷供股權今到期挫11% 正股受壓
思捷供股揭盅
權益披露資料前日顯示,邢李㷧上周三(7日)斥資2.7億元掃入2320萬股思捷,持股量由4.79%增至5.99%,並透過衍生工具增持8420萬股,好倉水平將由5.99%升至10.33%,市場估計這部分是他參與思捷供股後的股權變化。同日思捷最大單一股東對沖基金LONE PINE CAPITAL減持5763萬股供股權。
至10月底,馬浩思終於展現出新作風,連放兩個震撼彈,先是公布生意額大倒退22.8%的首財季業績,繼而公布折讓35.7%供股集資51.687億元。不過市場並不領情,眾多外資大行繼續唱淡思捷前景,美銀美林亦發表報告指,思捷供股反映其現金流惡化及運營資本周期拉長,此舉可能令每股盈利攤薄50%,而首季銷售額下跌22.8%,較該行此前預期低1成;其中批發業務收入跌26%,相信是因為歐洲宏觀環境存在挑戰、產品突破有限及批發客戶的庫存可能過剩所致。摩通亦認為,思捷捨棄以銀行貸款方式集資,顯示其短期內盈利難有改善,相信銷售及現金流將持續受壓。

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