安瑞科 (3899)
突然被中集收購42%股權, 賣方仍保留9.6%
中集聲明不會注入資產或業務, 收購價比收市價折讓27%
對於收購, 感到突然及奇怪, 因為業務的相關性不強, 協同效應不夠明顯
賣點:
1) 開拓LNG 集裝箱業務
2) 中集的鋼材集中採購可以大大減低成本
3) 減少關連交易的風險
隱憂:
1) 管理層並非本業的人材
2) 頗大的折讓價收購
3) 賣股意向不能理解
我一向憧憬安瑞科進入節能設備的業務, 如今看來, LNG 集裝箱業務最有機會被做大.....
Friday, August 03, 2007
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7 comments:
我都覺得9唔搭8 -.- 而且賣的咁平...唔知股價會不會被影響大跌...
真係要諗下keep唔keep...
其實中集係旗下有間叫 中集聖達因低溫裝備有限公司, 同安瑞科既業務(液化天然氣（LNG）等低溫液體貯罐)好近似...之但係點解份通告無交代佢既業務咪同中集既另一附屬有業務競爭? 真係唔知中集諗住點...
原大股東王先生重要以現價折讓2X%賣 ... 唉
呢間聖達因的業務真係好似, 如果主入安瑞科就差唔多...
但個通告話明無注資 :|
真係R頭, 唔知中集想點...又唔知王生做乜賣股...
想衰的, 會不會是新奧出現財政問題, 令佢要賣仔?
The nearby beaches of Arrifana and Amoreira have excellent restaurants overlooking the spectacular beaches which abound on this dramatic western coast. Espartal is a paradise for those who enjoy the outdoors – whether this be walking, mountain biking, running, surfing or just chilling out. The beaches are spectacular, the hills offer a maze of tracks to explore amazing scenery, which, located in a protected national park, offers an impressive array of flora and wildlife.
I expect from your company, someone whom with the experience and knowledge will to start partnership to do the first hotel in that area. Thus, I need to know, what terms you doing the joint venture.
so, in follow attachment, send to you the main location( Portugal, Algarve) and project.
please feel free to contact me for further information
thanks
Paulo
pfelmar@gmail.com
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