GMG这种股价跌是因其稀释了原有股权,这种跌和HUAN之类是完全不同的。为什么会跟你作对?因从我所看到的资料显示,HUAN的老板 Dai Zhi Xiang 一直在减持持股比例,从23.4%减持到目前的2.32%. 可想而知自已一直在减持公司, 只有2种可能: 1, 公司业绩太差. 2, 公司确钱需自已卖股筹资金。
下面是Dai Zhi Xiang 6月后的交易:
Filing Date Date of Relevant Event Event Type # of Shares Bought / Sold / Involved Unit Price / Average Price Holding % After Event
Nov 29/11 Nov 28/11 # Others 20,000,000 Not Filed 2.32 % L
Nov 08/11 Nov 08/11 # Others 2,535,000 Not Filed 8.08 % L
Nov 08/11 Nov 08/11 # Others -2,535,000 Not Filed 0.00 % S
Sep 16/11 Sep 15/11 Open Market Purchase 422,000 $0.251 SGD 0.16 % L
Sep 16/11 Sep 14/11 Open Market Purchase 967,000 $0.252 SGD 0.11 % L
Sep 07/11 Sep 06/11 # Others -150,000,000 Not Filed 6.39 % S
Jul 29/11 Jul 29/11 # Others -93,000,000 Not Filed 7.79 % S
Jul 05/11 Jul 05/11 # Others 47,319,000 Not Filed 23.80 % L
Jun 22/11 Jun 20/11 # Others
辉立今天给Hu An出了36分的目标价,又在忽悠呢吧Hu An Cable – Result (Chan Wai Chee)
Recommendation: BUY (Maintained)
Previous close: S$0.115
Target Price: S$0.360
· Similar “Wild Ducks Flying Backward” performance as peers – higher revenues but lower net margins.
· Positively, 18.0% gross margin in 9M11, in the wire & cable segment; and, a more stable 2.25% gross margin in copper rods.
· Negatively, postponed TDR listing leads to higher interest expense; MV, HV and UHV production later than previously estimated.
· PV not negatively impacted due to better RMB rate of exchange. Per share basis improved due to lower share base