苏已经说他要scrip,对公司前景有信心 此次苏卖股和scrip得股，所占股权比例基本相同，但等于是将本来可得到的10M股息，拿了6M放到公司里去了。看起来苏是大公无私，但因为他的股权比例高达65%，所以实际上也仅仅是损失2M而已。但显然，这对公司是有利的。
此次苏卖股的事，应该是早就有计划。卖价如此之低，应该是和前些日子股市大跌有关。
本人看法：苏在这次的欧股危机中错估形势，以为股市还要再跌，因而提早卖股，如此在股价更低时买入就可大捞一笔。没想到却是在最坏的时刻卖出了最低的价。卖出日适逢股市大涨，这在他打算卖股时绝对是未预计到的。由于苏已说在这次分红中scrip即以股代息，拿股不拿息，这是一个不小的利好，接下去A美可能就要美起来！
So, short-term wise at least, it looks like the stock would be OK. Maybe we are
Wonder which brokerage brokered the placement? More importantly, who are the investors who took up the shares? High networth? Boutique funds? In-house traders/remisiers?
Are they long-term or short-term in the stock?
The discount to market price was expected since no one would pickup Qingmei in big quantities unless offered a discount. Plus offered an assurance that the books are clean. Plus an assurance that the earnings for 3Q would not be a negative surprise.
So, short-term wise at least, it looks like the stock would be OK.
Maybe we are too imaginati ve, or too anxious.
http://www.nextinsight.biz/index.php/component/ccboard/view-postlist/forum-3-sgx-stocks/topic-4532-qingmei#ccbp7280
Are they long-term or short-term in the stock?
The discount to market price was expected since no one would pickup Qingmei in big quantities unless offered a discount. Plus offered an assurance that the books are clean. Plus an assurance that the earnings for 3Q would not be a negative surprise.
So, short-term wise at least, it looks like the stock would be OK.
Maybe we are too imaginati ve, or too anxious.
http://www.nextinsight.biz/index.php/component/ccboard/view-postlist/forum-3-sgx-stocks/topic-4532-qingmei#ccbp7280
Huasing Association 1999 - 2013