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Maximize the Value, GO for Dah Sing
由香港財經評論員許文昌設立,現時有逾280名投資者聯署贊助支持,目的是提供有關大新金融(港交所上市編號:440)和大新銀行(港交所上市編號::2356)的相關資訊,倡議系內重組,並連結股東、傳媒和公眾以達致共同關注和推廣大新系價值的行動。電郵:[email protected]
Godahsing web site founded by Man-Cheong (M.C.) Hui, a professional investor and finance commentator, is meant to link shareholders and investors of Dah Sing Financial (HKEx stock code: 440) and Dah Sing Bank (HKEx stock code: 2356), with the stocks’ vital information considered beneficial to their welfare, including advocates for shareholding restructuring actions.
現階段大新系的重組倡議為:一、大新金融(440)應在完成出售大新人壽之後,分派盡可能最多的特別股息,減少控股折讓和提振回報;二、在盡可能情況下進行大新金融和大新銀行(2356)的系內重組,比如實物分派,改善兩者的架構和估值;三、爭取中長期放售大新銀行,推升回報並達致長期規模效益。
As matters now stand, we've come up with a win-win shareholding-restructuring proposal in respect of the Dah Sing Group, one that is set to be mutually beneficial to all parties concerned, as follows:
1) In order to enhance the group’s future growth prospects and with a view to improving the deep share-price discount now existing to its NAV, we believe that now is the time for Dah Sing Financial (440) to seriously consider distributing 99%, if not all, of the sales proceed resulting from the sale of Dah Sing Life, say, by way of a special cash dividend once and for all;
2) Dah Sing Financial and Dah Sing Banking (2356) to determinedly go for, and on a best-effort basis, the immediate target for a shareholding restructuring, like turning it into a simple, but more clear structure, with a view to improving the valuation of the Group as a whole. This can probably be implemented and thereby achieved, say, by way of distributing in specie of the Dah Sing Banking and the Bank of Chongqing (1963);
3) Dah Sing Financial to endeavor on an ongoing basis, for whatever it takes, even if it means a longer-term perspective, to procure the sale of Dah Sing Banking , so that not only a fruitful return can be anticipated, but also to call for an upbeat and consistent return on the shareholder’s funds of the bank, given the optimal efficiency so achieved through the aforesaid actions.
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大新金融今日跌有消息傳話因為賣人壽要加多round競投,所以會遲多一到兩個月,其實反而證明競爭好激烈,好多人要籌旗。
回覆刪除文昌兄,还有冇其他消息?
刪除想加注,想請問呢個會唔會係好時機呢?
回覆刪除這兒不適宜個別回覆投資建議,細讀分析自行判斷即可。
刪除明白
刪除文昌兄,請問你從何得知呢d消息?點解我搵唔到?
回覆刪除有機構投資者傳出。當然未見報導。
刪除作者已經移除這則留言。
回覆刪除剛在尾市加入大家的陣營!
回覆刪除會否今年也未能完成交易?散戶資金成本一般有限。
回覆刪除為何會得出這樣的結論?延遲最多也是一兩個月,人地投標都想早有決定,否則掛住競標咪好浪費時間和顧問成本?
刪除謝謝文昌
刪除what happen today ?? 440 drop so fast
回覆刪除一開波三十幾萬成交,似係機構走貨
刪除