【OSK 5053 交流专区】侨丰控股

113风平浪静

shyan11 发表于 18-7-2013 04:15 PM
都说明会保留上市。没问题的。。。。。。。。等咯。想一想为什么他要offer???

说到好像很了解。
那可以给我知道RM1.70再买进，还会赚钱吗？
真希望可以回到RM1.90就好了

朝阳的阳光

RM1.68 真的太低价了，我也不卖。。。都没除牌呀，下次还可在市场上卖。。

lkb

我也不会卖。。。。。。。

icy97

独立顾问： 不公平不合理 股东应拒侨丰控股献购

财经新闻 财经  2013-08-13 12:25
（吉隆坡12日讯）独立顾问———艾芬投资银行认为，侨丰控股（OSK，5053，主板金融股）所提出的收购献议不公平不合理，所以建议股东拒绝该献议。

侨丰控股早前宣布，创办人丹斯里黄宗华提出以每股1.68令吉，献购侨丰控股的献议。

艾芬投行在报告中指出，侨丰控股的实质净资产价值（RNAV）预计介于1.88令吉至2.15令吉，这比1.68令吉的献购价还高。

虽然献购价高于过去12个月最低及平均市价（分别为1.38令吉及1.51令吉），但却低于截至8月5日闭市价的1.69令吉。

以献购价计算，大股东是以0.65倍的股价对账面价值献购侨丰控股，这比公司未经审核及同行的1倍及1.57倍还低。

平均周息率远胜同行

因此，艾芬投行认为，这无法反映出公司真正的价值，并认为这是不公平的献购价。

此外，在看好银行业前景下，预计侨丰控股将会持续从联营公司———兴业资本（RHBCAP，1066，主板金融股）取得盈利，所以即使脱售了投行业务，侨丰控股仍具正面展望。

据了解，大股东无意改变侨丰控股的业务，所以若接受这项献议，也意味着放弃参与集团未来正面的前景。

值得注意的是，侨丰控股平均周息率为6.02%，比同行的2.8%还诱人。

有鉴于此，艾芬投行认为，这献议不合理。

今日，侨丰控股的股价在介于1.68至1.69令吉之间交易，最后报价1.69令吉，全日上扬1仙或0.595%。[南洋网财经]

OSK HOLDINGS BERHAD

Subject

INDEPENDENT ADVICE CIRCULAR TO THE SHAREHOLDERS IN RELATION TO THE MANDATORY TAKE-OVER OFFER BY OSK EQUITY HOLDINGS SDN BHD ("OFFEROR") THROUGH RHB INVESTMENT BANK BERHAD TO ACQUIRE ALL THE REMAINING ORDINARY SHARES OF RM1.00 EACH IN OSK HOLDINGS BERHAD NOT ALREADY HELD BY THE OFFEROR AND THE PERSONS ACTING IN CONCERT WITH IT (“OFFER SHARE(S)”) AT A CASH CONSIDERATION OF RM1.68 PER OFFER SHARE

Attachments OSK Holdings Bhd - IAC (12 August 2013).pdf

icy97

僑豐會取消全購嗎？

投資致富  2013-08-18 19:16

讀者劉泉蓱問：
最近我收到僑豐控股（OSK，5053，主板金融組）來信，獻價以每股1令吉68仙買回去，在此有4個疑點想請教：
1）它是否要除牌及私有化？
2）1令吉68仙的價錢是否太低？
3）如果大會通不過提案，此計劃會取消嗎？
4）此股可繼續持有嗎？

答：
1）該公司大股東確是提出全面獻購，但已表示將保留上市地位，不會除牌，因而，嚴格說來不算私有化。

獻購價不公平
2）大股東出價每股1令吉68仙，主要是以該公司股價在某個時期階段的平均市價作准。而有關獻購價實有便宜之嫌。

該公司委任的獨立諮詢顧問——豐隆投資銀行研究指出，大股東的私有化獻購價並不具吸引力，而吁請股東不要接受獻購。這主要是出價大幅低於其綜合估值價值2令吉45仙，甚至低於它持有9.82%的興業資本每股2令吉14仙的價位。而最新的報告則是，其獨立顧問艾芬投銀直接表明其全購價“不公平不合理”。

3）如果大會不通過有關提案，有關全購計劃將取消。

4）目前該公司主要資產為興業資本的9.82%持股，而其他利好催化因素，則包括它是投資興業資本的便宜代理，即折價達38%及在僑丰大廈旁的地皮以供發展，或是通過產業投資信托釋放土地價值。（星洲日報／投資致富‧投資問診）

icy97

接受率不足 侨丰控股献购案告吹

财经新闻 财经  2013-08-21 10:39
（吉隆坡20日讯）由于无法取得足够接受率，侨丰控股（OSK，5053，主板金融股）献购案以失败告终。

文告指出，侨丰控股必须14天内，将之前接受献议的股票回退给股东。

早前，这起献购案的独立顾问———艾芬投资银行认为，侨丰控股所提出的每股1.68令吉收购献议不公平不合理，因而建议股东拒绝该献议。

至于丰隆投行分析员，也在这之前以献购价不吸引人为由，建议股东不要接受献购。

侨丰股权控股有限公司（OSK Equity Holdings）较早时，收购侨丰控股的4270万股或4.41%股权后，导致黄宗华及相关人士持有的股权，从32.31%增至36.72%，因而触动强制性全面献购条例。

他们因此向侨丰控股展开全面献购，收购剩余的6亿1290万股或63.28%股权。

侨丰股权控股为黄宗华及妻子所持有。[南洋网财经]

OSK HOLDINGS BERHAD

Type	Announcement
Subject	TAKE-OVERS & MERGERS (CHAPTER 11 OF LISTING REQUIREMENTS)
Description	OSK HOLDINGS BERHAD ("OSKH" OR THE "COMPANY") MANDATORY TAKE-OVER OFFER BY OSK EQUITY HOLDINGS SDN BHD ("OSKE" OR "OFFEROR") THROUGH RHB INVESTMENT BANK BERHAD TO ACQUIRE ALL THE REMAINING ORDINARY SHARES OF RM1.00 EACH IN OSKH ("OSKH SHARE(S)") NOT ALREADY HELD BY THE OFFEROR AND THE PERSONS ACTING IN CONCERT WITH IT ("OFFER SHARE(S)") AT A CASH CONSIDERATION OF RM1.68 PER OFFER SHARE ("OFFER")
We refer to the Company's announcements dated 9 July 2013, 10 July 2013, 15 July 2013, 16 July 2013, 23 July 2013, 30 July 2013 and 12 August 2013 in relation to the Offer. We wish to inform that the Company has today received the attached press notice from RHB Investment Bank Berhad, on behalf of the Offeror, informing that at 5.00 p.m. (Malaysian time) on Tuesday, 20 August 2013 ("Closing Date") the Offer has closed and the Offer in respect of the Offer Shares has failed to meet the acceptance condition as set out in the offer document dated 30 July 2013 in relation to the Offer. In view thereto, the Offeror shall return all the OSKH Shares which have been transferred into the Central Depository System account of the Offeror under the Offer to the respective holders who have accepted the Offer within fourteen (14) days from the Closing Date. The detailed disclosure on the level of acceptances of the Offer as at 5.00 p.m. (Malaysian time) on the Closing Date, in accordance with Section 26(1) of the Malaysian Code on Take-Overs and Mergers, 2010, is set out in the attached press notice. Please refer to the attached press notice for further details. This announcement is dated 20 August 2013.

Attachments Press Notice - Close of Offer.pdf

icy97

OSK HOLDINGS BERHAD

EX-date	05/09/2013
Entitlement date	09/09/2013
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim dividend of 2.5 sen per ordinary share less 25% income tax
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Securities Services (Holdings) Sdn. Bhd. Level 7, Menara Milenium, Jalan Damanlela, Pusat Bandar Damansara, Damansara Heights, 50490 Kuala Lumpur Tel No.: 03-20849000
Payment date	25/09/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	09/09/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	05/09/2013
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.025

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	16,899	251,510	30,337	538,196
2	Profit/(loss) before tax	41,520	26,482	85,688	83,804
3	Profit/(loss) for the period	39,709	17,625	80,196	56,278
4	Profit/(loss) attributable to ordinary equity holders of the parent	39,709	14,914	80,196	48,642
5	Basic earnings/(loss) per share (Subunit)	4.10	1.56	8.28	5.14
6	Proposed/Declared dividend per share (Subunit)	2.50	2.50	2.50	2.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.5800		2.5200

113风平浪静

每股1.68令吉收购献议不公平不合理.
但是现在1.57 是为什么？？？？？

招财龟-秀明

icy97 发表于 31-8-2013 02:09 AM

@williamnkk81
不明白为什么revenue才16,899k而profit却有39,709k？
        

williamnkk81

招财龟-秀明 发表于 3-9-2013 09:00 PM
@williamnkk81
不明白为什么revenue才16,899k而profit却有39,709k？

為何不可以。。。 公司降至0 然後還有profit 都可以。。。。 因為 盈利可以是股息。。租金。。。等等。。

williamnkk81

113风平浪静 发表于 3-9-2013 05:06 PM
每股1.68令吉收购献议不公平不合理.
但是现在1.57 是为什么？？？？？

為何不可以。。。那就買咯。。。 給你機會。。。。

招财龟-秀明

williamnkk81 发表于 3-9-2013 09:08 PM
為何不可以。。。 公司降至0 然後還有profit 都可以。。。。 因為 盈利可以是股息。。租金。。。等等。。 ...

喔，原来股息、租金之类的收入是没算进revenue的啊～
谢解答～

招财龟-秀明

113风平浪静 发表于 3-9-2013 05:06 PM
每股1.68令吉收购献议不公平不合理.
但是现在1.57 是为什么？？？？？

前几楼冷眼前辈的文章有提及相关利润及风险...
http://cforum.cari.com.my/forum. ... &fromuid=108410

williamnkk81

招财龟-秀明 发表于 3-9-2013 09:39 PM
喔，原来股息、租金之类的收入是没算进revenue的啊～
谢解答～

當然。。。因為revenue 是買賣的意思。。。。

113风平浪静

williamnkk81 发表于 3-9-2013 09:09 PM
為何不可以。。。那就買咯。。。 給你機會。。。。

是机会还是忌讳。
已经买到没钱了啦！！！还不升？？？

williamnkk81

113风平浪静 发表于 3-9-2013 09:47 PM
是机会还是忌讳。
已经买到没钱了啦！！！还不升？？？

哦哦。。哈哈。。。所以大老闆乘機會。。私有咯。。。 要等的。。。

tescopuchong

osk chart.

113风平浪静

tescopuchong 发表于 2-10-2013 04:13 PM
osk chart.

what meanning....what will happen?
  

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	14,390	277,499	44,727	815,693
2	Profit/(loss) before tax	58,790	39,712	144,478	123,516
3	Profit/(loss) for the period	56,489	30,155	136,685	86,434
4	Profit/(loss) attributable to ordinary equity holders of the parent	56,489	26,330	136,685	74,973
5	Basic earnings/(loss) per share (Subunit)	5.83	2.72	14.11	7.87
6	Proposed/Declared dividend per share (Subunit)	0.00	5.00	2.50	7.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.6300		2.5200