【HWANG 6688 交流专区】黄氏资本（前名 HDBS）

ficient

arvin6 发表于 14-4-2014 08:10 PM
这个股票的操纵家真的很厉害。一早就把票堵死在4.45。让那些能力不足者，被迫在低价卖掉他们手中的股票。如 ...

请大大指教…我在RM4.50 买进。现在在买与不买的边缘，可以请教下一步该如何是好？谢谢

arvin6

说实在买卖股票是看你自己的。如果是我的话，我亏损卖的股票是因为公司出现很大的亏损或者是很大的危机会导致亏损，那时我在亏损我都会卖出。要不然我会等到利润出现时才会卖掉手上的股票。

icy97

HWANG-DBS (MALAYSIA) BERHAD

Proposed company name

Hwang Capital (Malaysia) Berhad

Remarks :

Further to the Company’s announcements dated 11 February 2014, 5 March 2014, 27 March 2014 and 7 April 2014, the Board of Directors is pleased to announce that the Company has changed its name from Hwang-DBS (Malaysia) Berhad to Hwang Capital (Malaysia) Berhad with effect from 16 April 2014 upon issuance of the Certificate of Incorporation on Change of Name of Company (Form 13) by the Companies Commission of Malaysia. This announcement is dated 16 April 2014

ficient

arvin6 发表于 15-4-2014 03:24 PM
说实在买卖股票是看你自己的。如果是我的话，我亏损卖的股票是因为公司出现很大的亏损或者是很大的危机会导 ...

现在。。。RM4.380....

请问您会在什么价格会卖出。。。（在RM4.50买进）。。。作为参考。。。 谢谢

ficient

jay_cwk88 发表于 9-4-2014 11:46 AM
我买入4.56太高了？！

RM4.38.... 17 April 2014

你卖了吗？

arvin6

ficient 发表于 17-4-2014 04:46 PM
现在。。。RM4.380....

请问您会在什么价格会卖出。。。（在RM4.50买进）。。。作为参考。。。 谢谢

如果没超过4。50就拿回2。50特别股息。最少也要不用亏才卖。
Kenanga猜测hdbs最有可能会资本回退。
他们是用pacmas个案来分析。

jay_cwk88

ficient 发表于 17-4-2014 05:03 PM
RM4.38.... 17 April 2014

你卖了吗？

还在收着。。

arvin6

HWANG-DBS - Offering High FD-like Returns!
Publish date: Thu, 17 Apr 09:54
http://klse.i3investor.com/blogs/kenangaresearch/50386.jsp

Cash Company. Hwang-DBS (Malaysia) Berhad (HDBS) will become a cash-rich company (with >RM1,200m in cash after netting off RM310m for debts repayment) following several disposals of its core business and noncore assets.

To recap, HDBS has on 7 April 2014 completed the disposal of its entire equity interest in Hwang-DBS Investment Bank Berhad (HDBSIB) and its subsidiaries and associated companies to AFFIN (MP, TP: RM4.60) for a total cash consideration of RM1,300.4m. Earlier, HDBS had also disposed off Hwang-DBS Commercial Bank Plc (HCB) to Phillip MFIS Pte Ltd for a cash consideration of USD40.0m (or ≈RM131.2m) on 14 March 2014 while a parcel of land located in Ampang was sold for RM82.5m to Putrajaya Ventures Sdn Bhd on 15 January 2014. Besides, HDBS also proposes to dispose its 51%-owned research unit (HDBSV) to AFG (OP, TP: RM5.62) for a total cash consideration of RM0.4m which is expected to be completed by 2QCY14.

Going “ex” for a special dividend of RM2.50/share. Post completion of the above-mentioned disposals, HDBS has announced that part of the proceeds from these disposals will be distributed in the form of special dividend of approximately RM637.9m or RM2.50 per share to its shareholders. The “ex-date” is fixed at 21 April 2014 while the entitlement date is set at 23 April 2014. However, note that, the total amount of this special dividend payment is still far lower than its cash holding.

Obliged to maintain its listing status. We understand that HDBS is required to maintain its listing status for a period of two (2) years from the date of the Sale Purchase Agreement (SPA) signed between HDBS and AFFIN. The SPA was dated 22 January 2014.

Nonetheless, post assets disposal, HDBS’ future income stream is expected to rely substantially on its remaining subsidiaries, namely HDM Capital S/B & HDM Properties S/B. These two business segments accounted for 11.1% and 28.3% of the HDBS’ group operating revenue and group PAT, respectively, as at end-July13. HDBS has also set aside RM250.0m to pursue other potential businesses. At the same time, HDBS is also proposing to change its name to Hwang Capital (M) Bhd.

More capital repayments / special dividends in the future? In the event that HDBS is not able to identify and acquire any potential businesses in the next two years, we understand that the Board of Director of HDBS has no intention to maintain the listing status. Under such circumstance, HDBS is likely to carry out capital repayment and to go through liquidation exercise for the remaining assets and to return any net cash recoverable to the shareholders.

Strong and almost all-cash (>90%) net assets of RM5.18/share (or RM2.68/share post RM2.50 special dividend). Based on our estimate, HDBS’ net assets is estimated at RM5.18/share before the distribution of special dividend. This estimate is derived from the net asset value as at end-Jan14 of RM4.01/share plus gains on disposal of RM1.17/share. On an “ex” special dividend basis, HDBS net asset value of RM2.68/share is still higher than its ex-dividend price of RM1.90.

Deep in value, but a 2-year investment horizon is needed. While the stock could be traded at a substantial discount* before any newsflow of further capital repayment / special dividend emerges, we believe there is still deep value in this stock. We also strongly believe that this “discount” will diminish over time as we approach early-2016 just like in past similar experience of Pacificmas Bhd**. Nonetheless, a minimum investment horizon of two (2) years is needed.

NOT RATED as it may not be exciting in short-term. However, it can be a “safe-heaven” for long-term conservative investors. This is because the stock is able to offer a low-risk total return of ≈40% in the next two years if and when it liquidate all its assets and return the proceeds to its shareholders.

* Currently, the stock is trading at ≈30% to our estimated net asset value of RM2.68 based on the ex-dividend price of RM1.90. This discount is inline with its 0.7x average PBV in the past 2 years before the M&A newsflow emerging.

** Pacificmas Bhd declared 2 special dividends and 1 capital repayment in <2 years after disposing its insurance business.

Source: Kenanga


券商： 若2 年内没收购业务 黄氏发展可再派息
财经新闻 财经  2014-04-19 12:21
http://www.nanyang.com/node/615200?tid=462

（吉隆坡18日讯）券商认为，黄氏发展控股（HDBS，6688，主板金融股）派发每股2.50令吉的特别股息后，基于手握庞大现金，或再派钱给股东。

自脱售旗下4家公司股权予艾芬控股（AFFIN，5185，主板金融股）后，黄氏发展控股宣布派发接近6.379亿令吉或每股2.50令吉的特别股息。

这批特别股息定在4月21日除权。

不过，这特别股息仍远低于其持有的现金额。

由于董事部无意保留其上市地位，所以肯纳格投行认为，该公司很有可能会进一步派钱给股东。

分析员在报告中形容，黄氏发展控股是一只提供高定期回酬的股票。

据知，该公司要求维持2年上市地位，从与艾芬控股签署的买卖合约开始计算，也就是1月22日。

不排除资本回退

投行指，若公司无法在未来2年找到或收购任何潜在业务，不排除会进行更多资本回退或派发特别股息。

“由于公司无意保留上市地位，所以预计会资本回退，通过清盘活动把剩余的资产及现金回退给股东。”

根据投行预测，黄氏发展控股在派发特别股息前的净资产为每股5.18令吉。

在除权该股息后，其每股净资产将减少至2.68令吉，但仍高于除权后的股价1.90令吉。

虽然其股价或在任何进一步资本回退或派发特别股息消息前走低，但投行相信这股仍有很高的价值。

“我们强烈相信，该股的被低估的情况会逐步减弱，因预计公司会在2016年初，回退资本或派发特别股息，就像以往的太平金溢（Pacificmas）一样。”
因此，至少需要2年的投资期限。【南洋网财经】

arvin6

不知这个报道对你们有没有帮助。

ficient

jay_cwk88 发表于 17-4-2014 09:14 PM
还在收着。。

打算收到几时？

jay_cwk88

ficient 发表于 18-4-2014 09:50 AM
打算收到几时？

因为我量不多。就看看他们有什么发展咯

幸福守候

arvin6 发表于 17-4-2014 09:16 PM
HWANG-DBS - Offering High FD-like Returns!
Publish date: Thu, 17 Apr 09:54
http://klse.i3investor ...

谢谢你提供的资料，不过有些地方想请教你
现在股价都徘徊在4.38 - 4.42 之间
那如果说在4月21日当天，股价是4.42
那么分了特别股息后，股价就会变成1.92对吗？
我是在4.47 时买进，目前的想法是守着，毕竟不想亏卖
而且总觉得派了特别股息后，股价应该会有动静
你的看法如何？觉得派了特别股息后，大概在股价多少时就应该卖出？

icy97

HWANG-DBS (MALAYSIA) BERHAD

LISTING'S CIRCULAR NO. L/Q : 70335 OF 2014

Kindly be advised that the aforesaid Company has changed its name to "Hwang Capital (Malaysia) Berhad". As such, the Company's shares will be traded and quoted under the new name with effect from 9.00 a.m.,Tuesday, 22 April 2014.

The Stock Short Name will be changed as follows:-

Old Stock Short Name	New Stock Short Name
HDBS	HWANG

The Company's Stock Number remains unchanged.

arvin6

幸福守候 发表于 18-4-2014 05:08 PM
谢谢你提供的资料，不过有些地方想请教你
现在股价都徘徊在4.38 - 4.42 之间
那如果说在4月21日当天，股 ...

如果你是等资本回退的话。我会劝你不必等了，黄氏肯定会收购生意的。但肯定是需要花上好几个月。应该明年才会看到盈利。至于你要卖什么价钱，请自己决定。

snoopy^O^

arvin6 发表于 19-4-2014 09:23 PM
如果你是等资本回退的话。我会劝你不必等了，黄氏肯定会收购生意的。但肯定是需要花上好几个月。应该明年 ...

想问下，如果想要再买进，何时会是好时机？

sp13501

可怜的东西  

yongszewei

大家认为这家公司会收购怎样的业务来维持营运？

ficient

傻掉。。。。

namhuat

在除权该股息后，其每股净资产将减少至2.68令吉，但仍高于除权后的股价1.90令吉。
2/5/2014 价钱 RM1.85 可以买吗？

ficient

Type	Announcement
Subject	OTHERS
Description	DISPOSAL BY HWANG CAPITAL MALAYSIA BERHAD (FORMERLY KNOWN AS HWANG-DBS (MALAYSIA) BERHAD) (“THE COMPANY") OF 1,275,000 ORDINARY SHARES OF RM1.00 EACH REPRESENTING 51% EQUITY INTEREST IN HWANGDBS VICKERS RESEARCH SDN BHD TO ALLIANCE INVESTMENT BANK BERHAD
Further to the Company’s announcement dated 3 April 2014, the Board of Directors wishes to announce that the Company has on 6 May 2014 completed the disposal of 1,275,000 ordinary shares of RM1.00 each representing 51% equity interest in HwangDBS Vickers Research Sdn Bhd (“HDBSV”) to Alliance Investment Bank Berhad (“the Disposal”). Pursuant to Paragraph 9.19(24) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of the Company also wishes to announce that, following the completion of the Disposal, HDBSV has ceased to be a subsidiary of the Company. This announcement is dated 6 May 2014.