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陳鳳珠: 中電(00002.HK)股價有望回升短期看好地產股 @ 2012-12-13T14: Back Hot News
Keyword:中電
Concept:中電折讓最多 , 10億元配股集資
業界指,不少基金或股東擬在十二月年結調整投資組合,因而紛紛減持套現。本報統計顯示,十一月起超過10億元配股集資及股東減持個案,涉及金額超過300億元,當中以港交所(00388)及中電配股規模最大,兩者均涉資約77億元。
對於中電為何不發債集資,分析認為,近年中電積極拓展海外業務,影響集團負債,參考中電年報,截至去年十二月底,淨負債按年增加54.6%至616.55億元,淨負債對總權益比率(NET DEBT TO TOTAL EQUITY RATIO)為75.7%,比率按年增加25個百分點,為免影響信貸評級,因而選擇配股集資。
熱錢湧港,中電(002)亦罕有地批新股抽水最多76.88億元,亦是中電15年來首次批股,令市場錯愕。中電將以每股62.9至63.9元配售1.203億股新股,配售價較昨日收市價67.2元有4.9%至6.4%折讓。中電接受查詢時回應指,目前未有任何評論。
中電配股集資76.1億港元,今早股價受壓,最多跌5%,低見63.8元。現時報64.3元,跌4.3%。
多家公司於市場配股集資,涉及資金共逾90億元。根據銷售文件,中電控股計劃以每股62.9至63.9元,發行1.2億股新股,集資最多76.26億元,配股價較收市價,折讓最多6.4%。另外,統一中國被母公司以每股9至9.25元,減持1.08億股,套現最多近10億元,折讓最多半成。而佳兆業被私募基金凱雷,以每股2.35至2.45元,出售2.16億股,套現最多5.2億元,折讓最多9%。

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