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你想搞乜-香港華人

香港華人前身香港華人銀行 ,經多年資產配置或重組成現在的香港華人。
近年先後賣走了部分澳門華人銀行、證券業務,公司業務已所剩無幾;現時主要資產是合營企業持有的星加坡上市公司OUE,中期報告每股資產淨值$5.1左右。大股東是力寶HKEX0226。
力寶集團創辦人及大股東印尼華僑李文正2017年尾重整資產,即分身家,香港力寶系現時正式由細仔李棕接手。
上年年中股市低迷時候655股價在$0.9x徘徊,但自從今年年頭李棕在市場買入股份後($0.91-$1.31回購價)股價停留有$1.15(之前分别在$1.3及$1.9都分別增持),而大股東持股比例增至73.95%已非常接近警戒線75%。
香港華人中期核心收入只有3千8百萬,股東資金$103億,試問正常老闆會否用那麼龐大的資金及人力物力只做資本0.74%生意額?凡此種種看來離起筷不遠矣。況且私有化655隨了可以賺大錢外更重要是釋放OUE價值,226控655這種重疊控股已不合事宜及浪費資源。若私有化價格$2.5皮成功機會亦相當高。
以下事項節錄自經濟通;


  1. 018年7月,集團以3﹒49億元向國際資源(01051)出售力寶證券全部權益,預期錄得出售收益1﹒47億元。該公司主要從事證券及商品經紀、基金管理及放債業務。
  2. 2017年12月,控股股東力寶(00226)以1﹒49億元(相等於每股$1﹒3)收購集團1﹒14億股股份,佔其已發行股本5﹒72%。完成後,力寶持集團權益由65﹒84%增至71﹒57%;
  3. 2015年6月,集團以4﹒41億澳門元(約4﹒28億港元)出售全資附屬公司澳門華人銀行49%權益,該公司主要於澳門從事銀行業務。完成後,集團仍持有澳門華人銀行51%權益,預期出售事項將帶來2﹒11億元收益;10月,集團進一步以2﹒79億澳門元(約2﹒71億港元)出售澳門華人銀行31%權益,預期出售收益約1﹒25億港元。
  4. 2014年8月,集團控股股東力寶(00226)以3﹒69億元購入1﹒94億股集團股份,(相當於每股$1﹒9),佔集團已發行股本9﹒72%。完成後,其持集團權益增至65﹒84%
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