【ChinaMilk G86 交流专区】CHINA MILK PRODUCTS GROUP LTD

追风人

想進, 但怕怕...
老猫与蛇 发表于 26-1-2010 12:06 PM

我也是, 因為到我買入的價位了, 但是也是怕怕, 一天內猛跌13%,好像有問題...

所以還是選擇了GENTING SP , 對它比較有信心,而且剛好今天也是猛跌的說!

追风人

最低0.305...-0.075....夠力!!

jochen

最低0.305...-0.075....?力!!
追风人 发表于 26-1-2010 03:01 PM

   

听说 中国 又发现  有毒 牛奶。。。。。

中国奶   不下都难。。。。

PaPerSoldier

又被扯后腿。中国国内某些人真是学不乖。

2010年01月26日07:13
贵州再次发现三聚氰胺奶

据中国国家媒体报导，中国奶制品在去年年初再次检出含有有毒化工原料三聚氰胺。这一最新报导表明在中国乳品行业于2008年曝出重大食品安全丑闻后，中国政府对此类违法行为的打击并未全面解决问题。

贵州省1月19日的一则报导称，该省在检测中发现，山东淄博绿赛尔乳业有限公司(Shandong Zibo Lusaier Dairy Co.)、辽宁省铁岭五洲食品有限公司(Liaoning Tieling Wuzhou Food Co.)和河北唐山乐亭县凯达冷冻厂(Laoting Kaida Refrigeration Plant)生产的奶制品含有过量的三聚氰胺，目前贵州省已将问题产品下架。英文报纸《中国日报》(China Daily)周一对此事的报导引起了全国反响，报导称此次问题产品下架事件发生在去年早些时候。

贵州省政府发言人拒绝就此置评。该省卫生局的一位发言人没有回复记者的质询电话，接听电话的人否认知情。记者尚无法联络到报导中的问题产品生产商。

近几周来，中国国有媒体另有两次报导了在其他省市再次发现乳制品中掺有三聚氰胺的消息，其中一起发生在上海。在近来曝光的、包括上述贵州省毒奶事件在内的几起案件中，主管部门似乎都是在2009年年初即已将有毒产品下架，当时距中国政府承诺大力整顿乳品行业、保护公众利益不过几个月时间，不清楚为何现在新闻媒体把它们拿出来炒冷饭。

在2008年中，三聚氰胺毒奶丑闻造成30万儿童患病，六名婴儿因此夭折。中国政府通过了食品安全法，内容包括承诺加强检测和召回制度。政府还表示决不允许隐瞒实情。

此次在国有媒体曝光的两家乳品企业，河北唐山乐亭县凯达冷冻厂和上海熊猫乳品有限公司(Shanghai Panda Dairy Co.)早在2008年政府检查出的22家涉毒企业清单中就已是“榜上有名”。三聚氰胺商业用途广泛，它之所以被加入牛奶中是因为它可以在检测中虚增蛋白质含量。

报导称，现在的问题之一是，不法企业对2008年下架但未销毁的有毒牛奶进行了重新包装。

中国媒体在2010年新年前夕报导了上海熊猫乳品有限公司的毒奶事件，尽管当时问题发生在去年4月份。

上海市政府近日首次证实了这一事件。一位发言人在1月11日说，政府在全国范围内进行了产品召回、并关闭了涉案工厂；他承认未能及时公开政府在此案上的行动，因为此案涉及跨省办案。

James T. Areddy

老猫与蛇

又被扯后腿。中国国内某些人真是学不乖。

2010年01月26日07:13
贵州再次发现三聚氰胺奶

据中国国家媒 ...
PaPerSoldier 发表于 27-1-2010 10:48 AM

又來!!!??? 暈...

追风人

今天最低0.280...-0.030, 不懂最低可以跌到多少? 想乘低收一點...

PaPerSoldier

昨天掉了。
今天来这个
CHINA MILK PRODUCTS GROUP LTD REQUEST FOR TRADING HALT

肯定有人早知道消息。。。

追风人

昨天掉了。
今天来这个
CHINA MILK PRODUCTS GROUP LTD REQUEST FOR TRADING HALT

肯定有人早知道消息 ...
PaPerSoldier 发表于 9-2-2010 10:33 AM

有什麽消息宣佈嗎？

PaPerSoldier

回复 28# 追风人


    不懂，还在hold

sech

trading Halt 不关毒奶事件 。。。 不过公司前景就有一点担忧了 。。。

追风人

已經停盤3天了, 很不尋常...

PaPerSoldier

Red Flags

CMP announced that it has technically defaulted on the repayment of its CB. According to the company, most of its funds are localized in the PRC and it is unable to gauge the approval process by the State Administration of Foreign Exchange on the remittance of the money out of PRC.



As a recapitulation, China Milk Products Group Ltd (CMP) issued 5 year zero coupon convertible bonds (CB) with an aggregate principle amount of US$150 million on 5 January 2007. The holders of the CB have a put option on 5 January 2010 requiring the company to redeem all or some of the CB. The original intention for the usage of the US$150 was earmarked for the purchase Canadian Holstein to bolster its herd size. However as there was a ban on the import, the proceeds were not utilized till date. CMP subsequently repurchased from bondholders through an invitation to tender and from the open market a total settlement amount of US$3.8 million in 2009 and the outstanding amount of the CB is US$146.2 million. The company said that it had received valid acceptances of the early redemption from bondholders of US$146 million in principal amount and is awaiting clearance from the relevant authority of the People’s Republic of China for the remittance out of China of US$170.5 million being the settlement amount. At the exchange rate of 6.83, the equivalent Chinese Yuan to fully redeem the CB is RMB 1,165 million.  



Group structure

In order for our investors to get a clearer picture of the predicament CMP is in, we show the Group holding structure and selected portion of the balance sheet.

CMP said that it does not have sufficient funds outside the PRC to effect the redemption of the CB. The balance sheet as at 30 Sep 2009 shows that there is only cash balance of RMB 1.9 million held under the account of the CMP holding company, while the Group consolidated account shows a cash balance of RMB 2,018 million. We believe the money is held under the account of Yinluo, which is incorporated in the PRC.  


Our concerns

1.       We are definitely concerned over the CB redemption saga. We would have expected the company to make appropriate arrangement for the settlement of the CB prior to the redemption date.  

2.       Our other concern is the departure of the key personnels. The company announced the departure of the Chief Financial Officer on 1st Feb 2010, citing pursue of other career interest. The company further announced today that one of its independent directors is relinquishing his position due to work commitments.

3.       Although the above two events do raise the red flags, our main concern is on the business outlook of the company. We highlighted this concern in our last report (5th Nov 2009) on the difficulties the company is facing. During the 2QFY10 results, the company announced 75% y-y drop in revenue, stemming from zero sales in cow embryos and 90% fall in bull semen sales, which used to be the main revenue contributor. Given that confidence in the PRC local dairy products has not recovered still, we are not optimistic in the business outlook of the company.



We are ceasing coverage on CMP. We have a previous recommendation of Sell.

sech

有没有翻译。。。 ？？ 大纲也好。。。 排写~

stev480

有谁知道chian milk这只股票最新消息，已经停牌好多年了，新交所有没有规定上市公司的最长停牌期限。
感恩。

50912cmea

stev480 发表于 22-8-2012 03:15 PM
有谁知道chian milk这只股票最新消息，已经停牌好多年了，新交所有没有规定上市公司的最长停牌期限。感恩。。。

就快要除牌了。。。

China Milk Products Group Limited (In Provisional Liquidation)

The Company’s trading of its securities was suspended on 12 February 2010.  The SGX is now giving the Company a final opportunity to submit the Resumption Proposal on or before 9 July 2012. Failing which, the SGX reserves the right to remove the Company from the Official List.

The Provisional Liquidators announce that the Company did not submit a Resumption Proposal by 9 July 2012 pursuant to Rule 1304 of the Listing Manual.

The Provisional Liquidators also announce that Singapore Exchange Limited (“SGX”) has drawn the Company’s attention to the Rules 1306 and 1309 of the Listing Manual which require the Company or its controlling shareholders make a cash exit offer. The SGX has requested that the Company makes a cash exit offer. The Provisional Liquidators are unable to advise whether the Company will be able to submit a cash exit offer by 13 August 2012.