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轉盈為虧
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哦? 如何看?
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31樓提及
轉盈為虧
But, have div. ....
"The only thing that can defeat power, is more power." ~Clark0713
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http://www.hkexnews.hk/listedco/ ... TN20101125078_C.PDF

(i) 英皇國際向英皇酒店收購物業;
(ii) 以實物分派英皇國際之股份予英皇國際及英皇酒店之股東;及
(iii) 根據香港公司收購及合併守則,英皇國際向英皇酒店作出自願全面要約
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應該是好似86及聯合地產之前那招
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36樓提及
應該是好似86及聯合地產之前那招


多謝指導,咁我要刨下書...
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38樓提及
http://www.hkexnews.hk/listedco/listconews/sehk/20101124/LTN20101124512_C.pdf

296 result very good


哩張係294丫
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39樓提及
38樓提及
http://www.hkexnews.hk/listedco/listconews/sehk/20101124/LTN20101124512_C.pdf

296 result very good


哩張係294丫


http://www.hkexnews.hk/listedco/ ... TN20101124520_C.pdf
呢張先是...

我估163向296買入大部分物業,以163股票支付,然後分派163股票給296股東,最終把296變成殼...
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http://www.hkexnews.hk/listedco/ ... N201012031154_C.pdf

296、163重組
(1) 163買番296,N年前296仲叫英皇中國概念入面上海明星城那塊地,以163股作代價
(2) 296拿得163的股票,全部分派給296的股東,比例是5股296派1股163
(3) 163提出要約收購296,價格是以4股296換3股163加296中期股息4仙
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http://www.hkexnews.hk/listedco/listconews/sehk/20101203/LTN201012031154_C.pdf

296、163重組
(1) 163買番296,N年前296仲叫英皇中國概念入面上海明星城那塊地,以163股作代價
(2) 296拿得163的股票,全部分派給296的股東,比例是5股296派1股163
(3) 163提出要約收購296,價格是以4股296換3股163加296中期股息4仙


羊仔系咪幫酒店仔靜身,要賣佢入宮?!
http://www.hkexnews.hk/listedco/ ... N201012031154_C.pdf
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暫時應該不會
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暫時應該不會

湯兄我想問296派實物股除淨個陣點計,係用163市價計,假設163無升跌,咁除淨係咪2.06/5=0.412再加0.04股息,即係296每股除淨個價會少咗0.442??
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43樓提及
暫時應該不會

湯兄我想問296派實物股除淨個陣點計,係用163市價計,假設163無升跌,咁除淨係咪2.06/5=0.412再加0.04股息,即係296每股除淨個價會少咗0.442??


應該都是理論上是咁...
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楊生D公司既股價就如老人家的陽具.....smiley
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楊生D公司既股價就如老人家的陽具.....smiley


其實好簡單,有人跟就抽水,無人跟自己買晒就益人
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http://realblog.zkiz.com/viewpage.php?tid=19898
Lazybone:
http://realforum.zkiz.com/thread.php?page=2&tid=6001
究竟你明不明白個財技。這塊地估計是是N年前的明星城。酒店後來才注入的。

之前163增持間澳門酒店,再注入296....目的是加強296控制權,其實296好值錢的。
http://www.hkexnews.hk/listedco/ ... TN20090708135_C.pdf

今次估計,他不是想賣殼,目的是專注澳門業務囉,還有上海塊地真是好值錢,還有296唔夠乾,還要乾一點。
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49樓提及
湯兄,請問咁呢單DEAL其實係咪296小股東有著數,不利163? 點解今日兩隻股表現迴異呢?


49樓提及
湯兄,請問咁呢單DEAL其實係咪296小股東有著數,不利163? 點解今日兩隻股表現迴異呢?


其實對母公司有利多一點
1. 以財務296 被人用變相的低價買入這塊地皮(以帳面值買,換股價超過4元,超過市價1倍),肯定是對296一方不利,但對手方則有利。

2. 但在股票角度來說,296因為有派股,小股東覺得抵,這就有利,163未來因為多了供應,沽壓增加,所以就有不利。
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163在1973年上市.當年是妖股老餅散户不敢玩它長期成交稀少無人提評,楊生做幕後主席詳情不用多講心知啦,近年多新血玩股使它洗底了成交漸多.在90年代時常供股越供越跌我一怒賣清衹申請額外供股有幾手多.但合合拆拆又送英皇證券真混亂.今天寄來股息單才知163有幾佰股.英皇證券有幾拾股.真是已忘記我是它兩小股東。
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我都覺得他近年是洗了底,可能D貨真是5太乾,何況已經打穩了,不用亂吸水..

163以前好似是呂探長的
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湯兄,

本人有 50000股 英皇娛樂酒店(296) 蟹貨(賭潮時$3.5高追),請教應選哪種方案可以取回最多成本(蝕得最少).再坐落去都唔知退休時有冇可能收回成本.


最好唔好郁啦...未來296咁乾,一定有景

換到163都可以唔放的
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http://www.hkexnews.hk/listedco/ ... TN20101207441_C.pdf
截至二零一零年九月三十日止年度之
末期業績公告
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http://www.hkexnews.hk/listedco/listconews/sehk/20101207/LTN20101207441_C.pdf
截至二零一零年九月三十日止年度之
末期業績公告

業績幾好,不過業務分析同時展望係度勁講宏觀經濟,對業務發展情況就輕輕帶過,講咗好似無講咁.
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謝謝提議.
即係送股(163)照收,0.04息照收,但就唔接受收購,然後就等運到 !smileysmiley
咁如果大多數股東受溝,咁我都要迫住接受收購啦,冇其他選擇了.
我有冇理解錯誤??



是,唔接受收購,但他目的是保住上市地位啦,應唔使被迫接受吧...
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296小股東,哩個價你放唔放? 換唔換? 1手296分多少163? 有冇碎股?


163小股東,2000股分333股,你點做? 做咩4.11變咗2.35? 市價呢?
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60樓提及
http://www.hkexnews.hk/listedco/listconews/sehk/20101215/LTN20101215026_C.pdf

換了打法?


主要是163換股價調低,變相296增加獲益
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You may refer to my old posts for more details about Emperor International. The company will announce 1H'FY2011 financial results tomorrow (Wednesday, Nov 24th 2010). What I like are:

1) Stellar 1H'FY2011 results expected: Strong contribution from rental properties; realized HK$960MM proceeds from The One and HK$460MM from The Java projects per news reports. The stock has a history of surging immediately after good result announcements.

2) Chairman buying: Chairman has 71.6% shareholding now and has been buying more in past 12 months at HK$1.65-1.85 range. First, it shows his confidence, and second, it takes away free-floating volume in the market (and also much of the free float is with the institutional shareholders), so when demand for the stock comes, due to the relatively stringent supply, there will be strong upward pressure on price.

3) Discount to NAV: Company has a NAV of $4.00-4.50, so current price represents ~0.4x P/NAV, which is attractive.

4) Strong pipeline: Lot of project coming online FY'2011-2014 so this can be a longer-term hold as well.

5) Good dividend yields: Company has a history of paying around 5% yield so this can be a longer-term hold if you want.

The company's three main businesses - a) retail property renting, b) property development and c) hotels - are all going to do well this year.

a) HK$340MM rental revenue in FY'2010, and I'm guessing FY'2011 will be HK$360-380MM. EBIT margin ~90% or ~HK$320-340MM.

b) Already pre-sold part of The One and The Java for HK$1420MM for 1H'FY2011. Margins should be pretty high because they bought their land many years ago and they are selling those apartments at HK$10000+/sqft. EBIT margin ~40%, or ~HK$560MM. Should be more if continue to sell in 2H'FY2011.

c) HK$680MM hotel revenue in FY'2010 (for Macau + HK... they run a casino hotel in Macau and we all know how good business there has been in the past half year), and I'm guessing FY'2011 will be HK$750-800MM due to higher ASP and higher occupancy %. EBIT margin ~30%, or ~HK$220-230MM.

So total EBIT for FY'2011 would be ~HK$1.1b+... less ~HK$120MM in interest, less ~HK$160MM in tax, so ~HK$800MM in profits for FY'2011. So current year P/E should be around ~7x, which is very reasonable.

In case you are wondering, no I am not worried about property prices coming down because fundamentally, a) demand > supply, b) low interest rates and will stay low for awhile, c) strong balance sheets of developers and their higher COGS due to land, labor, steel and cement so they won't sell cheap, and d) influx of hot money from China (esp. with RMB appreciating against HKD). Property prices could flatten but are not likely fall significantly in the near-term.

- Blogmaster
http://greathkstocks.blogspot.co ... national-163hk.html
2011-2013將會是2008-2010的翻版 ~david395
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You may refer to my old posts for more details about Emperor International. The company will announce 1H'FY2011 financial results tomorrow (Wednesday, Nov 24th 2010). What I like are:

1) Stellar 1H'FY2011 results expected: Strong contribution from rental properties; realized HK$960MM proceeds from The One and HK$460MM from The Java projects per news reports. The stock has a history of surging immediately after good result announcements.

2) Chairman buying: Chairman has 71.6% shareholding now and has been buying more in past 12 months at HK$1.65-1.85 range. First, it shows his confidence, and second, it takes away free-floating volume in the market (and also much of the free float is with the institutional shareholders), so when demand for the stock comes, due to the relatively stringent supply, there will be strong upward pressure on price.

3) Discount to NAV: Company has a NAV of $4.00-4.50, so current price represents ~0.4x P/NAV, which is attractive.

4) Strong pipeline: Lot of project coming online FY'2011-2014 so this can be a longer-term hold as well.

5) Good dividend yields: Company has a history of paying around 5% yield so this can be a longer-term hold if you want.

The company's three main businesses - a) retail property renting, b) property development and c) hotels - are all going to do well this year.

a) HK$340MM rental revenue in FY'2010, and I'm guessing FY'2011 will be HK$360-380MM. EBIT margin ~90% or ~HK$320-340MM.

b) Already pre-sold part of The One and The Java for HK$1420MM for 1H'FY2011. Margins should be pretty high because they bought their land many years ago and they are selling those apartments at HK$10000+/sqft. EBIT margin ~40%, or ~HK$560MM. Should be more if continue to sell in 2H'FY2011.

c) HK$680MM hotel revenue in FY'2010 (for Macau + HK... they run a casino hotel in Macau and we all know how good business there has been in the past half year), and I'm guessing FY'2011 will be HK$750-800MM due to higher ASP and higher occupancy %. EBIT margin ~30%, or ~HK$220-230MM.

So total EBIT for FY'2011 would be ~HK$1.1b+... less ~HK$120MM in interest, less ~HK$160MM in tax, so ~HK$800MM in profits for FY'2011. So current year P/E should be around ~7x, which is very reasonable.

In case you are wondering, no I am not worried about property prices coming down because fundamentally, a) demand > supply, b) low interest rates and will stay low for awhile, c) strong balance sheets of developers and their higher COGS due to land, labor, steel and cement so they won't sell cheap, and d) influx of hot money from China (esp. with RMB appreciating against HKD). Property prices could flatten but are not likely fall significantly in the near-term.

- Blogmaster
http://greathkstocks.blogspot.co ... national-163hk.html


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