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食神真係估你唔到?「福利」中國

利福中國停了回購一段時間所以應該更新睇法及另類分析;
她是利福國際分拆介紹形式上市的, 現時基本面;
  • 股價$2.8
  • 每股盈利$0.2
  • 每股資產浄值$6.0(上海商場及兩座甲級寫字樓以建築期成本入帳)
  • 大股東及主席細 劉生;
利中分拆上市時只是實物分派給1212的股東,所以細劉持股51%Qatar Fund 23%其他是公眾持股。
上年QF 知何全部沽清2136股權,以配售形式$2.03賣了12%給細劉,餘額由瑞銀配售及細劉包銷。結果配售成功一星期後劉生持股63%其餘公衆持有。
故事卻發生在十幾天後2136開始在市場吸納自己股票及注銷,最高回購價$3.9生初時接貨配發價高90%有多,而截至201812月大股東劉生持股比例增至74%,即是輾轉之間劉生等同全購QF手貨(51+23%),但有一半用非常好價及公司錢在市場吸納。
劉生明明可以用$2.03接了QF手貨(絶對合規)卻不知為何如此慷慨?他真係食神
更有趣的是利福國際幾乎是同一操作,只是比例不同。市場先生你就肥仔啦。
無論如何小弟自持2136希望如年報披露獲得預售后馬上賣掉兩座上海大寧office 賺錢入帳。

PS ; (以上數字只是約數)
各位讀者多D睇下網誌內的廣告,如果廣告內容啱你,click入去睇下以示支持小弟多D寫誌!


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