(引用 gilly:他的意思是让你仔细看要DBS真的全吃下，那倒是重大利好了，可惜DBS不过是个赚钱的中间客)88M能动得了dbs几分钱...这是dbs注资midas，还想这好事它能让给你？[lioncity_sg (7-16 17:13, Long long ago)] [ 传统版 | sForum ][登录后回复]21楼
(引用 sgCSM:1。2亿配股给DBS, at S$0.75)真不好意思整了几个空贴。
我想说的是请说仔细点，是通过DBS做placement,不是配股给所有人，更不是配股给DBS.
这边的兄弟有不少是没什么经验的，搞不好会误导他们。
随便说两句：
我个人认为这消息中性偏稍微负面吧。纯粹是因为扩大业务筹集资金而已。
这种placement 好处就是不用承担债务（如果发债券或者跟银行借就增加债务了），也有可能引入强大的战略投资者，（这次看不到这点。估计分给很多DBS的大客户了）
不好就是摊薄了现有股东的未来收益。通常发股的成本要高于发债。
我个人是不满意的，动不动就发新股，上次牛市里就做过一次这种placement,好像是0.82做得。这种事做多了弊大于利。。。公司融资能力实在是令人失望。另外也说明公司的经营现金流不足以应付扩大生产。不过这次我就忍了。
看市场反应吧。
纯属个人意见（我是做长线的，持有不少midas，成本较低）切勿参照。
[砸壳 (7-16 17:17, Long long ago)]
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(引用 lioncity_sg:88M能动得了dbs几分钱...这是dbs注资midas，还想这好事它能让给你？)简单两个字：利好！[旅程 (7-16 17:17, Long long ago)] [ 传统版 | sForum ][登录后回复]23楼
(引用 gilly:他的意思是让你仔细看要DBS真的全吃下，那倒是重大利好了，可惜DBS不过是个赚钱的中间客)是的这就是我的意思。谢谢你[砸壳 (7-16 17:18, Long long ago)] [ 传统版 | sForum ][登录后回复]24楼
(引用 砸壳:真不好意思整了几个空贴。 我想说的是请说仔细点，是通过DBS做placement,不是配股给所有人，更不是配股给DBS. 这边的兄弟有不少是没什么...)砸客兄实在是让在下佩服的很！！！既然你已经忍了，这次我也就忍了！考虑到很多大合同利好还没充分反映出来，我也继续持有！[旅程 (7-16 17:22, Long long ago)] [ 传统版 | sForum ][登录后回复]25楼
(引用 旅程:砸客兄实在是让在下佩服的很！！！既然你已经忍了，这次我也就忍了！考虑到很多大合同利好还没充分反映出来，我也继续持有！)不好意思是砸壳兄，希望不要砸我的老壳 ：）[旅程 (7-16 17:23, Long long ago)] [ 传统版 | sForum ][登录后回复]26楼
(引用 砸壳:真不好意思整了几个空贴。
我想说的是请说仔细点，是通过DBS做placement,不是配股给所有人，更不是配股给DBS.
这边的兄弟有不少是没什么...)我的看法是中兴偏好...但只对公司，不对股民...
midas以7亿市值连吃几亿的单，资金周转肯定有问题。 个人认为它的股价瓶颈也是在消化合同能力上的担忧... 市场应该是在期待它的融资消息，还有并购扩充生产力的消息（个人认为这点更重要），才能化解市场对于它执行合同能力上的疑虑...
DBS如果全部认购的话，将注入88M资金，并拥有14.4%股权的大股东... 对于公司来说是需要钱，配股给谁到不重要...
之前我关心过大股东资金状况，看来股东已没有闲钱扩充股本... 如果全部配股给交易市场的话，一方面流通量太大，二来认购率风险肯定比一家认购来的大...
有资金注入对公司是利好，对小股民没好处，分散每股收益...目前的每股均价也被拉下来...不过并不多，前几天也就是谈判期股价在0.78上下波动，0.75配售DBS算是没占什么便宜了....[lioncity_sg (7-16 17:38, Long long ago)]
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(引用 lioncity_sg:我的看法是中兴偏好...但只对公司，不对股民... midas以7亿市值连吃几亿的单，资金周转肯定有问题。 个人认为它的股价瓶颈也是在消化合�...)反正只要记得，没有大变故midas短期内再和0.75无缘了....为啥我昨天卖，今天出消息....捂不住加运气不好....[lioncity_sg (7-16 17:57, Long long ago)] [ 传统版 | sForum ][登录后回复]28楼
(引用 sgCSM:1。2亿配股给DBS, at S$0.75)我的看法，中性偏坏利坏的方面：
１，股本立刻被稀释１０％到１５％，理论上价格此时就在０．７５左右。
２，ＤＢＳ就是个流氓，只干这种只赚不赔一点风险都没有的事（收１．２５％的ｃｏｍｍｉｓｓｉｏｎ ｆｅｅ）。 也不保证把所有的新股都卖出去。估计新股的流向是ＤＢＳ的大客户。
利好的方面：
１，９０％以上的资金是用来扩大生产（买生产线），长线对公司利好
２，要使增发的新股能买出去，就一定要使卖出的价格（０．７５）有一定的吸引力， 所以市场价格一定会被维持在某个水平，否则增发不是很成功，对ｍｉｄａｓ和ｄｂｓ都不是什么好事
估计明天开盘会在０．７８左右[jasonsg (7-16 18:02, Long long ago)]
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最新消息MIDAS’ SHARE PLACEMENT MEETS WITH OVERWHELMING RESPONSE; S$90.6 MILLION RAISED TO FUND EXPANSION PLANS
- Net proceeds to be used mainly for the expansion of aluminium alloy production capacity;
- Poised to capture growing business opportunities in the PRC and global railway market
Singapore, July 16, 2009
The placement received strong demand from investors, including tier one global funds, long and hedge funds and support from existing shareholders.
Midas had earlier announced that it had entered into a placement agreement ("Placement Agreement") with DBS Bank Ltd. ("DBS") to place out up to 100 million ordinary shares ("Shares"), with an option to place out up to an additional 20 million Shares (the "Upsize Option"). In view of the strong support received from institutional investors and book several times covered, DBS exercised the Upsize Option in full and placed out all 120 million Placement Shares at S$0.755 each.
The placement price per share is S$0.755, being a discount of approximately 7.0% to the volume weighted average price for trades done on the Singapore Exchange - Mainboard-listed Midas Holdings Limited ("Midas", and together with its subsidiaries, "the Group") (麦达斯控股有限公司), is pleased to announce that it has successfully raised gross proceeds of S$90.6 million through a private placement of 120 million new ordinary shares (the "Placement Shares"), representing 14.2% of the existing share capital of the Company, at the price of S$0.755 per share. Page 2 of 4
Securities Trading Limited for the full market day of July 15, 2009, being the preceding market day on which the Placement Agreement was signed.
Net proceeds from the placement amounted to approximately S$89.4 million, after deducting commission and estimated expenses incurred in connection with the placement. The Group intends to utilise approximately S$81.0 million for the expansion of its aluminium alloy production capacity (including the purchase of two new production lines), with the balance of approximately S$8.4 million to be utilised for general corporate and working capital requirements.
Said Mr Patrick Chew (
We had recently clinched over RMB1 billion worth of contracts, including three maiden fabrication contracts. With our established track record in the PRC and strong working relationships with major rolling stock companies in the country, we are confident that the expansion of our aluminium alloy production capacity will enable us to capture further lucrative growth opportunities in the PRC and international railway markets."
The share capital of Midas will increase from approximately 844.4 million to approximately 964.4 million after the issuance of the 120 million Placement Shares. 周华光), CEO of Midas: "The strong take-up rate of 120 million Placement Shares is an indication of investors’ confidence in Midas’ business prospects and its underlying fundamentals.
About Midas Holdings Limited
Founded in 2000, Midas is today a leading manufacturer of aluminium alloy extrusion products, primarily for the rail transportation sector in the PRC. The Group operates three business divisions; namely, Aluminium Alloy, PE Pipe and Agency and Procurement, which are strategically located in the PRC to capitalise on the Page 3 of 4
opportunities arising from the rapid development of the PRC’s rail transport and infrastructure sectors.
In July 2009, Midas was awarded the prestigious International Railway Industry Standard (IRIS) certification, which represents the most stringent requirements on quality standards in the global rail transportation industry and is recognised by railway industry players worldwide. Midas is the first company in the PRC to receive the IRIS certification in its business category.
Midas is currently a PRC certified supplier to the world’s largest train manufacturers, ALSTOM SA, Siemens and Changchun Bombardier. In addition, it is a preferred supplier for Alstom Transport’s projects globally, under Alstom’s "Leading Partners 150" programme.
Midas’ customers include ALSTOM Transport SA, Siemens International Trading Ltd, Bombardier Transportation, Changchun Railway Vehicles Co., Ltd,
Since 2003, Midas has been involved in many high profile rail transport projects in the PRC. In addition, it has also successfully exported its products to the international market including Europe, Middle East, Korea and Singapore since 2004.
Besides its core business, Midas has a 32.5% equity stake in a Sino-foreign joint venture, Nanjing SR Puzhen Rail Transport Co., Ltd, to engage in the development, manufacturing and sale of metro trains, bogies and their related parts. CNR Tangshan Locomotive and Rolling Stock Works, Nanjing SR Puzhen Rail Transport Co., Ltd and CSR Zhuzhou Electric Locomotive Co., Ltd. Page 4 of 4
In September 2007, Midas’ Aluminium Alloy Division was named "2007 China’s Top Brand" by the General Administration of Quality Supervision, Inspection and Quarantine of the People’s Republic of China ("AQSIQ") (
Midas was also named a Forbes Asia’s Best Under A Billion Company consecutively for three years from 2006 to 2008.
ISSUED ON BEHALF OF : Midas Holdings Limited
BY : Citigate Dewe Rogerson, i.MAGE Pte Ltd
1 Raffles Place
#26-02 OUB Centre
SINGAPORE 048616
CONTACT : Ms Chia Hui Kheng / Karin Xiao
at telephone
DURING OFFICE HOURS : 6534-5122/ 530-7133 (Office)
AFTER OFFICE HOURS : 9781-5913/9827-5226 (Handphone)
EMAIL : huikheng.chia@citigatedrimage.com
karin.xiao@citigatedrimage.com
082/09/007/MHL
July 16, 2009 国家质量监督检验检疫总局). [jasonsg (7-16 22:13, Long long ago)]
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(引用 sgCSM:1。2亿配股给DBS, at S$0.75)看上去一切都是计划好的，其实公司该把主要精力放在业务上连续拉升高位盘整就是为了配股，甚至放出那么多好消息也是为了配股。
这些签的合同、订单最后多少能执行，有多少能变成利润、公司能赚多少？一个不咋地滴公司突然短期内接那么多单，简直好过头了。我不清楚这家公司，若要长期持有，除非你对公司本身有非常高的把握。
我好歹也在商场打滚若干年，至今。暴利的生意不做，太容易的也不做，too good to believe的更加不做。[xiaohu (7-16 22:52, Long long ago)]
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(引用 jasonsg:最新消息MIDAS’ SHARE PLACEMENT MEETS WITH OVERWHELMING RESPONSE; S$90.6 MILLION RAISED TO FUND EXPANSION PLANS - Net proceeds ...)发了3则消息，到底加了多少股？[lioncity_sg (7-16 23:21, Long long ago)] [ 传统版 | sForum ][登录后回复]32楼
(引用 jasonsg:最新消息MIDAS’ SHARE PLACEMENT MEETS WITH OVERWHELMING RESPONSE; S$90.6 MILLION RAISED TO FUND EXPANSION PLANS - Net proceeds ...)靠， 一下子就卖完了，吸引了两家机构，不知道是好是坏，谁能发个market depth?[jasonsg (7-17 8:34, Long long ago)] [ 传统版 | sForum ][登录后回复]33楼
(引用 jasonsg:靠， 一下子就卖完了，吸引了两家机构，不知道是好是坏，谁能发个market depth?)market depth
[Titan (7-17 8:41, Long long ago)]
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(引用 Titan:market depth ...)谢谢，有底了[jasonsg (7-17 8:50, Long long ago)] [ 传统版 | sForum ][登录后回复]35楼
直接跳空開在 0.785 跟DBS拿的价0.775差不多![Jackson (7-17 8:52, Long long ago)] [ 传统版 | sForum ][登录后回复]36楼
这支股，大家要开盘即入[jasonsg (7-17 8:55, Long long ago)] [ 传统版 | sForum ][登录后回复]37楼
(引用 Jackson:直接跳空開在 0.785 跟DBS拿的价0.775差不多!)被我估计对了（0.78左右）， DBS拿的是0.755[jasonsg (7-17 8:56, Long long ago)] [ 传统版 | sForum ][登录后回复]38楼
(引用 jasonsg:这支股，大家要开盘即入)入完了....不过现在cap大这么多，TP也要打折扣了....[lioncity_sg (7-17 8:56, Long long ago)] [ 传统版 | sForum ][登录后回复]39楼
(引用 jasonsg:被我估计对了（0.78左右）， DBS拿的是0.755)不对，dbs是750，它发了几次消息，755那个不是dbs的....[lioncity_sg (7-17 8:58, Long long ago)] [ 传统版 | sForum ][登录后回复]40楼
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