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China Lumena New Materials Corp. 2014-05-23T10:05 財經茄呢啡 早前被傳出破產的騰中資產管理的負責人,旭光(067)大股東索郎多吉,旗下位於花園道中銀大廈的騰中重工辦公室,今年4月開始欠租,日前被中銀入稟高院追討租金連雜費約64萬元。
China Lumena New Materials Corp. 2014-05-08T08:57 財經茄呢啡 《人民網》報道,四川省金融辦已確認旭光(067)大股東索郎多吉,因多項經濟罪名被調查已走佬,涉案金額超過100億元人民幣,旭光曾獲得中投重金投資,顯示獲得國家支持的企業,亦可以變成高風險,事件可謂影響深遠。
China Lumena New Materials Corp. 2014-05-07T08:30 財經茄呢啡 內地傳媒指,旭光(067)主席張志剛及大股東索郎多吉夾帶私逃,旭光迅速透過公關發新聞稿否認傳聞,強調公司早上與張志剛取得聯繫,而張志剛亦引述索郎多吉表示,自己一切正常。旭光表示,將考慮及採取一切合理措施保護股東利益,並保留對於不實及不負責的報道者採取法律行動之權利。
China Lumena New Materials Corp. 2014-04-23T20:56 財經茄呢啡 瑞士嘉盛銀行入稟高等法院,向旭光(067)大股東索郎多吉(原名李炎)追債757萬美元欠款,索郎多吉被指於2012替他名下公司任擔保人,向瑞士嘉盛銀行借貸,至今年3月仍欠757萬美元。
China Lumena New Materials Corp. 2014-04-05T10:23 財經茄呢啡 旭光(067)昨刊發公告駁斥沽空機構Glaucus及另一研究機構Emerson Analystics的報告「毫無理據或失實聲明」,並計劃於4月公開工商局的相關財務備案文件,以供股東查閱,及擬邀傳媒到廠房實地考察,又考慮在復牌後回購股份。旭光指,集團擁有國內唯一現代化藥用芒硝生產專線,獨家生產藥用芒硝,斥Glaucus「完全不瞭解」PPS樹脂業務及國內實際市場狀況,強調該集團享有較高EBIT屬「實際可靠」。公司指將繼續停牌,直至發出第二份澄清公告及2013年業績公告為止。
China Lumena New Materials Corp. 2014-03-29T08:21 財經茄呢啡 旭光新材料(067)昨天卻突公佈延遲,稱審計師需要更多時間完成工作,未有交代復牌及業績公佈的時間表。公告未有提及公司被Glaucus狙擊一事。
China Lumena New Materials Corp. 2014-03-27T15:14 財經茄呢啡 沽空機構Glaucus報告指,旭光高新材料(067)的財務數據遠比同業可疑及誇張,盈利能力可疑,不相信一間只生產兩種商品(芒硝及PPS樹脂)的民企,除息稅前溢利率(EBIT)竟可高達56%,不但比同業競爭者高出5至10倍,更能與萬事達卡媲美。
China Lumena New Materials Corp. 2013-10-29T08:24 財經茄呢啡 旭光高新材料(067)是全球最大PPS生產商,PPS是一種耐高溫、絕緣,及高隔絕性物料,適用係火電、鋼鐵及水泥等高污染性行業,PPS是中央「十二五」重點培育產業。對PPS起到龐大需求。旭光預測PE 3倍,環保行業中算是最平。
China Lumena New Materials Corp. 2013-04-15T08:57 財經茄呢啡 旭光高新材料(067)現價PE5.2倍,現價PB僅0.47倍,股息率4.9厘,股值吸引。預測旭光2013年盈利增27%,每股盈利達0.38港元,現價預測PE僅4.1倍,較東岳集團(189)預測PE 7.5倍折讓達45%。相信可反彈至今年1月高位2.05港元。
China Lumena New Materials Corp. 2013-03-05T09:47 財經茄呢啡 何車 : 旭光高新材料(067)前年最高價4.52元,中投購入的可換股債券的行使價為2.81元,現價1.84元,較最高價低59%,較中投行使價低35%。市場炒兩會概念,旭光兩大業務產品之一的PPS樹脂,用於燃煤發電廠、熱電廠、焚化爐、水泥行業、光電池等,具環保概念。旭光目標價2.24元,中線2.81元,上升空間53%。
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