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↓↓↓限量特優價格按鈕滿額折價↓↓↓
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注意:下方具有隨時更新的隱藏版好康分享,請暫時關閉adblock之類的廣告過濾器才看的到哦!!
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下面附上一則新聞讓大家了解時事
鉅亨網新聞中心
萬達商業地產 (HK-3699) 私有化方案昨(30)日正式出爐,萬達集團向多個財團進行「集資式」私有化,要約價加碼至每股H股52.8元,較上市時招股價的48元高10%,總代價為344.55億元(港元,下同),公司強調不會提高要約價,市場分析指出,私有化價格不夠吸引,計劃或面臨失敗。
萬達商業公告顯示,共有7個財團參與私有化,其中大多為中鐵 (HK-0390) 、平保 (HK-2318) 、保利集團、國泰君安 (HK-1788) 、工行 (HK-1398) (CN-601398) 等國家隊,已支付至少20%投資額,另有招商銀行 (HK-3968) (CN-600036) 和中金分別提供90億和37.8億元融資貸款。此外,WD Knight I、WD Knight II、WD Knight III和 WD Knight X 4家均為萬達集團全資控股公司。
私有化仍需要取得股東會和中港監管機構批准。公司已向中證監提出A股上市申請,萬達集團與財團投資者協定,倘公這裡最便宜司無法於退市日期之後2周年前1個月的月底或之前在中國上市,集團將向財團投資者購買H股,回報按8%或10%年利率計算。
私有化進程計算,預計8月初將進行股東特別大會表決。公司表示,注意到回歸A股上市的政策或變化,但考慮到如果現在終止投資協議,將可能在商業上產生負面影響,已決定繼續推進退市。
萬達私有化作價52.8元,較公司公布私有化前一日(3月29日)的收市價溢價約這裡最划算44.5%,較停牌前最後交易日(4月22日)收市價溢價3%。
香港《明報》引述興業僑豐房地產業分析師何志忠表示,一般小股東因擔心私有化失敗影響股價,應會接納要約,但對基礎投資者而言價格並不吸引。
花旗報告表示,加上股息1.25元,萬達實際要約價格為54.05元,較公司2016年預測重估淨資產折讓高達41%,僅較2016年預測帳面值51.88元溢價1.8%。該行若要私有化方案通過,需要不多於10%的股東反對,惟基礎投資者持有萬達超過一半的H股,以此推算,只要小量股東持反對意見,即可否決,意味萬達私有化阻力不小。
不過另有投行人士表示,股市慘淡,萬達股價低迷,甚至有投資者在公司提出初步收購價48元時
就有意接受,且要約價較市場目標價折讓僅5%,若未來市場繼續走低,私有化的成功率很大。
《星島日報》引述耀才證券 (HK-1428) 研究部經理植耀輝表示,私有化作價仍較每股資產淨值有折讓,認為投資者會對作價失望,昨日復牌後的股價表現亦已有所反映。鑑於萬達表示不會再提價,他對私有化方案成功率有保留,且有點擔心未必成事。
南昌萬達文化旅遊城上周六(28日)開幕,王健林表示,未來5年內要建15個「萬達城」,與迪士尼樂園正面競爭。迪士尼昨日則批評萬達侵權,聲明捍衛知識產權,並將採取行動解決侵權事件,因萬達城裏出現了「翻版」白雪公主、美國隊長及功夫熊貓。萬達回應指,使用非萬達品牌卡通形象的是萬達主題公園一座購物商場裏的私人店鋪,並不代表公司行為。
萬達商業2014年底上市後曾一度高見77.2元,惟在股災後跌去60%,今年初提出私有化建議,刺激股價重上50元。昨日下午復牌後,股價偏軟,一度低見48.5元,收市跌1.5%,報49.25元,成交金額7.16億元。
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