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楼主: InsiderInfo

【SUNINFR 交流专区】双威基建能起死回生吗?

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发表于 2-8-2007 02:59 AM | 显示全部楼层
本人的意见:必须理解和明白为什么买进这个 stock, 并且懂得 the attached risk & consequences. Not everyone knows the rule of the game. Thx.
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发表于 2-8-2007 08:21 PM | 显示全部楼层
Company Name:SUNWAY INFRASTRUCTURE BERHAD  
Stock Name :SUNINFR
Date Announced:02/08/2007


Type:Announcement
Subject:SUNWAY INFRASTRUCTURE BERHAD ("SUNINFRA")
- PROPOSED SETTLEMENT TO THE RM2.01 BILLION AL-BAI BITHAMAN AJILISLAMIC DEBT SECURITIES ("BaIDS") ISSUED BY SISTEM LINGKARAN-LEBUHRAYAKAJANG SDN BHD ("SILK"), A WHOLLY-OWNED SUBSIDIARY OF SUNINFRA

Contents :

We wish to announce that SILK has on 2 August 2007,received from PB Trustee Services Berhad, the appointed Trustees forBaIDS holders, a notice to convene a BaIDS holders' ExtraordinaryGeneral Meeting ("EGM") to be held on 17 August 2007.

The purpose of the EGM is to consider and vote on the restructuring proposals for  the outstanding BaIDS.

This announcement is dated 2 August 2007.


是在还债吗?
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发表于 3-8-2007 09:49 AM | 显示全部楼层

全部一眼看过都在抛售,小心贪心变"贫"

全部一眼看过都在抛售,小心贪心变"贫"
Tuesday,  17 Jul 2007  
  
6:12PM  NOTIFICATION ON DEALINGS IN SECURITIES DURING CLOSED PERIOD  
6:07PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (300,000 Shares Disposed)  
6:07PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (300,000 Shares Disposed)  
  
Monday,  16 Jul 2007  
  
6:42PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (200,000 Shares Disposed)  
6:42PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (500,000 Shares Disposed)  
6:42PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (200,000 Shares Disposed)  
6:33PM  NOTIFICATION ON DEALINGS IN SECURITIES DURING CLOSED PERIOD  
  
Thursday,  12 Jul 2007  
  
6:42PM  NOTICE OF INTENTION TO DEAL IN THE SECURITIES OF SUNINFRA DURING CLOSED PERIOD  
  
Wednesday,  4 Jul 2007  
  
6:07PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (100,000 Shares Disposed)  
6:07PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (50,000 Shares Disposed)  
6:07PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (100,000 Shares Disposed)  
6:04PM  NOTIFICATION ON DEALINGS IN SECURITIES  
6:03PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (500,000 Shares Disposed)  
  
Monday,  2 Jul 2007  
  
5:38PM  MONTHLY ANNOUNCEMENT PURSUANT TO AMENDED PN 17  
  
Thursday,  28 Jun 2007  
  
6:08PM  DEALINGS IN SECURITIES  
6:05PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (100,000 Shares Disposed)  
6:05PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (100,000 Shares Disposed)  
6:04PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (100,000 Shares Disposed)  
6:04PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (100,000 Shares Disposed)  
  
Tuesday,  26 Jun 2007  
  
6:10PM  Ramli Bin Abu Kasim (60,000 Shares Disposed)  
6:10PM  Lew Mew Choi (60,000 Shares Disposed)  
6:10PM  LFE Engineering Sdn Bhd (60,000 Shares Disposed)  
6:10PM  Alan Rajendram A/L Jeya Rajendram (60,000 Shares Disposed)  
6:10PM  LFE Corporation Berhad (60,000 Shares Disposed)  
  
Thursday,  21 Jun 2007  
  
6:11PM  Alan Rajendram A/L Jeya Rajendram (135,000 Shares Disposed)  
6:11PM  Ramli Bin Abu Kasim (135,000 Shares Disposed)  
6:11PM  Lew Mew Choi (135,000 Shares Disposed)  
6:11PM  LFE Corporation Berhad (135,000 Shares Disposed)  
6:11PM  LFE Engineering Sdn. Bhd. (135,000 Shares Disposed)  
  
Thursday,  14 Jun 2007  
  
5:44PM  Abdul Rahim Bin Achmed (11,000 Shares Disposed)  
5:27PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (600,000 Shares Disposed)  
5:27PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (11,000 Shares Disposed)  
5:26PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (11,000 Shares Disposed)  
5:23PM  NOTIFICATION UNDER CHAPTER 14 OF THE LISTING REQUIREMENTS  
  
Friday,  1 Jun 2007  
  
6:31PM  NOTIFICATION UNDER CHAPTER 14 ON DEALINGS IN SECURITIES  
6:31PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (578,000 Shares Disposed)  
6:31PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (105,000 Shares Disposed)  
6:02PM  MONTHLY ANNOUNCEMENT  
  
Wednesday,  30 May 2007  
  
7:40PM  Datuk Razman Md Hashim Bin Che Din Md Hashim (105,000 Shares Disposed)  
6:46PM  Abdul Rahim Bin Achmed (105,000 Shares Disposed)  
  
Monday,  21 May 2007  
  
6:37PM  Nine-month net loss 57.530 million  
  
Monday,  30 Apr 2007  
  
5:09PM  MONTHLY ANNOUNCEMENT PURSUANT TO AMENDED PRACTICE NOTE 17/2005  
  
Monday,  2 Apr 2007  
  
5:20PM  MONTHLY ANN PURSUANT TO AMENDED PRACTICE NOTE NO.17/2005 ("AMENDED PN17"  
  
Friday,  9 Mar 2007  
  
5:20PM  ANNOUNCEMENT PURSUANT TO AMENDED PN 17/2005  
  
Thursday,  1 Mar 2007  
  
5:18PM  MONTHLY ANNOUNCEMENT PURSUANT TO AMENDED PRACTICE NOTE NO.17/2005
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 楼主| 发表于 3-8-2007 10:40 AM | 显示全部楼层
所谓"富贵险中求"。我还在继续买进,不过没有人要卖。你看 SUNINFR 大股董 SUNWAY 不但没有卖出股票,而且还领导整个重组计划。要对 SUNWAY 有信心。
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 楼主| 发表于 7-8-2007 02:43 PM | 显示全部楼层
6 Aug 2007: Corporate: Affin proposal for SILK bonds

By Lim Ai Leen

Affin Investment Bank has come up with the latest restructuring plan for beleaguered Sunway Infrastructure Bhd (SunInfra), operator of the SILK highway, and its bondholders.
Sources say this plan gives bondholders the option of exiting from their investments with a 30% haircut or to extend their exposure to the highway's toll earnings for another 21 years.
This proposal, say bond investors, stands a higher chance of being approved because of its two options. Last October, a buyout proposal from a foreign private equity group failed to get 75% of bondholders' approval because they were divided on whether to exit their investments with a 22% haircut or extend the tenure of these 20-year bonds.
"The terms of the exit option are similar to last year's buyout proposal. The exit price will be RM740 million for RM1.06 billion, which amounts to a 30% haircut on the accreted value of the bonds as at August," explains a bond investor.
Those who wish to continue with their investment in the highway, say sources, will see their bonds converted into Islamic debt papers that will carry a minimum profit rate of 3.5% per annum and have a 21-year lifespan. This means bond holders who chose this option will extend their exposure to SILK until 2028, assuming the new papers are issued this year.
According to the proposal, the Affin banking group will form a consortium with the staying bondholders to restructure the SILK debts and distribute excess cash in the form of profit and principal repayments. The Affin banking group will pump in RM220 million to take part in the consortium.
In addition, Affin Investment Bank has secured the verbal agreement of Sunway Holdings Inc — the associate company of SunInfra that issued a letter of undertaking to provide liquidity support to SILK — to give RM50 million cash plus proceeds from selling its 36% equity stake in SunInfra to the bondholders. In return, the letter of undertaking will be terminated.
SunInfra traded at 15.5 sen a share last Friday, which means that a 36% stake is only worth about RM10.1 million. It is worth noting that this option is favourable to SunInc, which otherwise would be saddled with huge obligations, given that it had guaranteed the viability of SILK.
Affin's proposal will go before bondholders on Aug 17. Mayban Fortis Holdings is the largest single bondholder with a 34% stake and is believed to be in favour of exiting. "Not everyone wants to prolong their risks," says a source.
Meanwhile, industry insiders say CIMB, which holds 21% of the outstanding bonds, prefers to keep its investment in the hope that traffic and toll collection on the SILK highway will improve in the coming years.
"Affin envisages that some 35% of bondholders will take the exit option while the remaining 65% will swap their bonds for the Islamic paper," says the bond investor.
It is believed that another restructuring plan — drawn up by advisory and consulting firm BinaFikir Sdn Bhd — will also be tabled at the bondholders' meeting. Sources say this second plan proposes a straightforward extension for the bonds up to 30 years.
If the Affin proposal goes through, it will finally allay concerns that the SILK bonds will default this month, when its first RM150 million redemption is due. The highway operator's poor performance since 2004 — when the highway first opened to the public — is largely due to poor vehicle numbers and hence revenue coming in below initial estimates. The current traffic flow on the SILK highway is about a quarter of the original volume projected.
Troubles first surfaced last September, when the bonds were downgraded on concerns that it would be difficult to enforce SunInc's undertaking should the bonds default.
In 2003, SunInc undertook to make good any shortfall should SunInfra be unable to meet payments on the SILK bonds. However, SunInc has to first secure its shareholders' approval in an extraordinary general meeting before it can advance funds to associate SunInfra. Bond investors say SunInc shareholders are unlikely to agree to this payment. Should this happen, bondholders will have to resort to legal action to enforce SunInc's undertaking, a move that all parties wish to avoid. Hence there's a need for a practical solution before the bonds go into default.
SILK's main activity is to design, construct, operate and maintain a 37km highway known as the Kajang Traffic Dispersal Ring Road under a concession granted by the government. It became a wholly owned subsidiary of SunInfra in September 2003; SunInfra then listed on Bursa Malaysia in December the same year.
SILK issued a nominal amount of RM2.01 billion Al-Bai Bithaman Ajil Islamic debt securities in August 2001. It received net proceeds of RM580 million at a blended yield of 10.64% per annum from the issue. The securities have various yearly maturity dates, from August 2007 to August 2021, and are backed by the assignment of toll proceeds.


[ 本帖最后由 Mr.Business 于 28-2-2008 05:56 PM 编辑 ]
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发表于 7-8-2007 10:35 PM | 显示全部楼层
雙威控股
或重組20億回債
(吉隆坡7日訊)雙威控股(SUNWAY,4308,主板建築)或透過5000萬令吉現金,及出讓雙威基建(SUNINFR,5078,主板建築)36%股權,重組20億1000萬令吉BaIDS回債。

雙威控股及聯號公司雙威基建向馬證交所報備說,回債受託人已在8月2日接獲艾芬投資銀行建議,重組雙威基建獨資子公司,加影外環公路(SILK)所發回債。

兩項建議之一,包括雙威控股付5000萬令吉現金,加上出讓雙威基建36%股權,換取終止或取消回債保證。

文告指出,提案需在8月17日召開特別股東大會獲通過,才能定案。

此外,雙威控股指出,董事局將召開會議商討提案,並向馬交所宣佈相關決定。
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 楼主| 发表于 27-9-2007 11:22 PM | 显示全部楼层
SUNINFR 在不知不觉中来到了19SEN。听说 Merrill Lynch 基建基金将买进 SUNWAY 所持有的32%股权。

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 楼主| 发表于 28-9-2007 12:04 PM | 显示全部楼层
SUNINFR 股价与买盘都很强。Merrill Lynch 基建基金将买进 SUNWAY 所持有的32%股权的消息,表示最坏的情况已过。
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 楼主| 发表于 3-10-2007 11:42 AM | 显示全部楼层
SUNINFR 来到20SEN了。离大涨不远了。
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 楼主| 发表于 3-10-2007 11:49 AM | 显示全部楼层
SUNINFR 完成重组计划。SUNINFR 将脱离 PN17。目标价50SEN。

[ 本帖最后由 InsiderInfo 于 3-10-2007 12:02 PM 编辑 ]
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发表于 3-10-2007 12:04 PM | 显示全部楼层
sunway 卖了 SUNWAY INFRASTRUCTURE ??

各位大大,

请问sunway 把 SUNWAY INFRASTRUCTURE 卖了, 是已发布的消息吗?

我在klse 找不到这方面的资料。里面做工朋友讲的。

我朋友在里面做工讲的, 他说卖了给政府, 老板还把那群consultant 臭骂一顿, 当初还说大道会赚大钱,听说亏本卖,比成本底了五千万。

我以为是以发布消息,因为我朋友讲是上个月事情, 不过看到 sunway infrak 静悄悄起到0。19, 就觉得齐怪。

有谁可以证实吗? 谢谢。


insider info, 我重来不信你,不过,你能够证实以上事情吗?

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 楼主| 发表于 3-10-2007 03:04 PM | 显示全部楼层
SUNINFR 突破20SEN了!SUNINFR 来了!
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 楼主| 发表于 3-10-2007 04:12 PM | 显示全部楼层
21SEN!
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 楼主| 发表于 3-10-2007 05:04 PM | 显示全部楼层
SUNINFR 闭市起24%.闭市价23。5SEN,大起4.5SEN 或 24%.
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发表于 3-10-2007 05:22 PM | 显示全部楼层
insider 已经变成百万富翁,恭喜恭喜,我排在0。2买不到。
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发表于 3-10-2007 06:41 PM | 显示全部楼层

回复 #74 InsiderInfo 的帖子

虽然之前也踩了1把,但还是要恭喜你。。。。
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发表于 3-10-2007 07:18 PM | 显示全部楼层
5078-wa 0.05 sen nia
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发表于 3-10-2007 07:22 PM | 显示全部楼层
原帖由 lwh888 于 3-10-2007 07:18 PM 发表
5078-wa 0.05 sen nia

5078-wa 我也一直注這 wa,要像沒力氣的
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发表于 3-10-2007 08:24 PM | 显示全部楼层
什么原因导致母股起, 儿子不起?

suninfr-wa 明年才到期, 可以买这个吗?
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发表于 3-10-2007 08:50 PM | 显示全部楼层
原帖由 unclelim2006 于 3-10-2007 08:24 PM 发表
什么原因导致母股起, 儿子不起?

suninfr-wa 明年才到期, 可以买这个吗?

PN 17 怕怕

RM 0.0500 ----- RM 0.0050

給你選擇
suninfr-wa
MEGAN-WA
1818-CD
TALAM-PA
4103-WA


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