【RCECAP 9296 交流专区】RCE资本

Mr.Business

高盛与JP摩根　大宗抛售RCE资本股票
二零零七年八月二十日 晚上七时二分

（吉隆坡20日讯）投资顾问高盛（Goldman）与JP摩根（JP Morgan）在8月份先后在公开市场脱售了RCE资本（RCECAP，9296，主板贸易服务组）一批股票。

据大马证券交易所的资料显示，高盛在8月10日先脱售RCE资本的150万股股票，过后于8月14日再脱售22万股股票，接着于翌日又出售200万股股票，使到它所脱手的股票达到337万股。

在脱售该批股票后，高盛在RCE资本所持有的股票缩减至4913万股或仅持7.6%股权。

另一方面，JP摩根在8月1日先脱售该公司的240万股股票，使到它持有RCE资本的股票缩至3259万股或拥有5.04%股权。

接着JP摩根于8月2日再脱售另一批259万股股票，而使到它不再是RCE资本的一名大股东。

RCE资本在8月1日是以95仙挂收，翌日是以93仙收市。在8月10日与15日期间，该公司的股价分别挂82仙与87仙。

http://www.kwongwah.com.my/news/2007/08/20/81.html

Mr.Business

CIMB在这么紧张的时候还敢发出RM10B的债券，RCE的RM1.5B的ABS几时会有消息呢？

CIMB to launch RM10b bond sale
By Chong Pooi Koon

August 21 2007

CIMB Bank Bhd plans to launch a RM10 billion bond sale under a scheme where it will sell its car loans to a special purpose vehicle (SPV), according to Malaysian Rating Corp Bhd (MARC).

The SPV, Class Auto Receivables Bhd, has been created to buy hire-purchase receivables from CIMB Bank, MARC said in a statement.

Class Auto will sell the first tranche of over RM500 million of medium-term notes (MTNs) to finance the purchase.

MARC did not provide the tenor of the MTNs. CIMB could not immediately provide more details.

The rating agency has assigned preliminary ratings of AAA, AA and A+ to Class Auto's RM395 million of Class A, RM20 million Class B and RM20 million Class C MTNs.

The first series also comprises RM70 million of owner's notes.

Under the proposed transaction, Class Auto is buying a selected pool of hire-purchase receivables of new Proton cars only.

Only receivables with minimum seasoning of three months with good payment track record are selected, MARC said.

In addition, the portfolio will comprise loans with loan-to-value (LTV) of less or equal to 90 per cent and a hire-purchase term of not more than nine years.

These loans were originated by CIMB Bank for and on behalf of Proton Commerce Sdn Bhd. Proton Commerce is a 50:50 joint-venture company formed by the bank and Proton Edar Sdn Bhd in February 2004 to offer competitive financing products for new Proton car buyers.

http://www.btimes.com.my/Current ... classa.xml/Article/

Mr.Business

经局把脉:适时冷却股升贷胀热度 2007/08/20 18:10:57
●南洋商报

美国次级房贷危机余波荡漾，全球股市惊慌喘气，谈贷色变。

这场震荡促使美国中央银行联邦储备金局上周五宣布调低贴现率半个百分点，至5.75%，这一招果然管用，纽约股市马上应声回弹，道琼斯工业指数上周五开市就猛涨300点，最后上涨逾233点或接近2％回到万三点以上水平闭市，稳住大市，也稳住了全球金融市场。

美国人早前担心的是房贷问题，后来担心金融市场连锁效应。

其他国家除了担心美国的市场问题外，更担心自身金融市场，特别是股票市场和汇率受牵连而连番下跌的危机，而且很无奈又无助的只能期盼金融经济大国，美国插手缓和局面。

美紧急降息救市

结果这期盼终于成为事实，上周五的调息行动，救了全球金融市场，当然肯定也救了美国。

危机浮现时，大家的焦点都在房贷，然后股市，接着是美国当局的应对措施。

美国受注目有两个原因，第一因为美国人用的是外国人的钱，第二，不但用了外国人的钱，美国人也钱转钱的衍生更多钱在海外投资。

到最后，外国人已搞不清到底是谁在用谁的钱，唯一肯定的是，这些钱都是美国人在控制。

自从美元成为全球主要通用货币后，美国人就开始习惯了用外国人的钱，这很简单，亚洲国家储蓄率高，外汇储备无处放，美国就发债券或印美钞让亚洲中央银行购买。

这可"互惠互利"，因为它解决了亚洲庞大外汇储备问题，而亚洲则帮美国人解决国内经济问题。

起落都是次贷引起

美国人玩惯了债券玩意，对资产证券化驾轻就熟，国内的各种会绑住金钱的资产都拿来证券化，不只让国内储蓄人投资，更引进外国投资者投资。最近的次级房屋贷款危机就是这样搞出来的。

由于外国人的投资不少，全球也就为它担心。

房产贷款证券化后，房产市场和股市的互动也跟着提升，早在今年初，美国其实已开始闹着次级房屋贷款问题，房产市场也因此大受打击，结果大批投资基金开始从房市及次级房贷（即房贷票据）中抽身，这加剧了潜伏着的次级房贷危机。

由于大批资金从房产和房产相关证券特别是次级房贷市场外流，这些多出来的资金群涌往股市，导致美国股市道琼斯工业指数于今年4月冲破万三点，7月初，道琼斯工业指数也经历了单日跃升283.86点，或上涨2.09%，创下自2003年10月以来最大一日涨幅。

7月中，道琼斯工业指数更曾经冲破万四点，今年开始一直到最近股市大调整前，道琼斯工业指数已经31次刷新历史新高纪录。这轮从房产市场外流资金推起的美国股市牛市，也同时带动了全球股市，大马股市也是这轮牛市所带起，并令其市场总值一度破兆。

大马家贷开始冒热

当然，此次股灾，及一些分析员所认为"陷入熊市"格局同样也是因为次级房屋贷款市场造成。

资金从一个市场转移到另一个市场，对于一些先进国市场玩家来说那是双向双赢契机，起落都赚钱，但是可怜的发展中国家投资散户，就这样的来回亏损。

积极来看此次股灾，对于大马来说那也算是个健康调整，在市场总值破兆后，我国的家庭贷款也开始迅速恢复大幅度增长水平。

贷款申请额过去在国家银行打压下好不容易才冷却到单位数水平，今年3月开始又再回到双位数，到5月时家庭贷款的申请和获准额同时达到双位数增长，最新的6月份数字显示，家庭贷款申请增长36%，获准额增长35% 甚至连释贷额也同样达到13.7%双位数增长率。

股市上升同时带起家庭贷款增长，走势如果继续越来越炙热，而未得到恰当冷却，那对于我国经济来说是一场危机。

过去两周的大调整及最后美国降息解救，对于我国长期经济发展并不是坏事，它至少可让我们恢复过去的踏实前进步伐。

http://www.nanyang.com/index.php?ch=7&pg=12&ac=762014

drexler82

除了 Goldman 与 JP Morgan， 昨晚看报纸时好像有看到 EPF 在月头也卖了不少 RCECAP，business兄 和 mjchua兄知道吗？

mjchua

原帖由 drexler82 于 21-8-2007 10:19 AM 发表
除了 Goldman 与 JP Morgan， 昨晚看报纸时好像有看到 EPF 在月头也卖了不少 RCECAP，business兄 和 mjchua兄知道吗？

Har ? EPF 有 rcecap ?

drexler82

隐隐约约好像有看到，好像在月头卖的，卖了好像还有 12，000，000股左右，不知我有没有看错。。。。

南洋商报。。

Mr.Business

EPF在去年30大股东名单中名列第23 (30/06/2006的资料)。

BHLB Trustee Berhad - Exempted-Trust Account for EPF Investment for Member Savings Scheme 1,296,000 (0.28%)

或者你可以提供新闻的link？

drexler82

我在报纸看的，在大股东交易中看到的。。。刚上了南洋的网站，找不到欸！！今晚我再看一次，明天告诉大大。。

mjchua

原帖由 Mr.Business 于 21-8-2007 11:23 AM 发表
EPF在去年30大股东名单中名列第23 (30/06/2006的资料)。

BHLB Trustee Berhad - Exempted-Trust Account for EPF Investment for Member Savings Scheme 1,296,000 (0.28%)

或者你可以提供新闻的link？

是啊... 就算要賣 也不需要做任何 announcement

sunday365

21-08-2007: Fitch expects stable credit quality of Malaysia mortgages


Email us your feedback at fd@bizedge.com
SINGAPORE: Fitch Ratings will publish a report today on the quality of household credit, particularly home mortgages, in Malaysia, which is anticipated to stay intact with stable consumers' debt servicing ability, underpinned by the moderately healthy economy and benign interest rate environment. After a disastrous episode during the 1997/98 Asian financial crisis, financial institutions in Malaysia have shifted their focus to consumer lending, which has been driving the banking system's growth in loans year upon year. From slightly over a quarter in the pre-crisis period, this retail segment now accounts for more than half of the Malaysian banking sector's overall loan exposure. In achieving that, the rate of growth for consumer loans have expanded quickly at about 15% from 1999 to 2006, at least twice the pace of the overall loan base of 6%. Post-crisis, banks have reduced their credit exposure limit to corporates; some of those corporates with good credit ratings have tapped the debt capital markets. In search of lending alternatives, most Malaysian banks, including foreign bank subsidiaries, have been actively targeting the consumer segment, namely home mortgages (53%), auto financing (33%) and consumer credit (14%). The credit environment has been benign and conducive to growth, thanks to the low interest rate environment in Malaysia, which is still among the lowest in South-East Asia. While household debt is on the rise, it is worth noting that the economy has also been progressing healthily, largely on the back of consumer spending. Gross domestic product (GDP) has expanded by 4% to 8% annually since 1999. As a percentage of GDP, household debt stood at 61% as at end-2006. To some, the double-digit growth rate of household debt can be perceived to herald a potential burst in the credit bubble, drawing comparisons to recent experiences witnessed in Korea and Taiwan from their exposure to unsecured consumer lending. In this regard, Fitch does not anticipate this risk to manifest in Malaysia given that the bulk of the loan growth were fuelled by secured lending (home mortgages and auto financing) and more importantly, the credit quality of unsecured consumer lending (7% of the banking sector's overall portfolio) has remained satisfactory. This report first touch on the developments in the residential and automobile sectors, which have become critical drivers in forming what the Malaysian banking sector is today. The biggest chunk of Malaysian household debt lies in mortgages, which have a 90-day delinquency ratio of 7.4%. While home mortgages have been expanding rapidly in Malaysia, non-performing home loans have also been rising, which raises some concerns over the quality of this loan segment. The report discusses these risks and interlinks this with the appropriateness of risk-weights for mortgages under Basel II in Malaysia. - Reuters

Mr.Business

RCE宣布股息的EX日期。

EX-date    :18/09/2007
Payment date     :28/09/2007

http://announcements.bursamalaysia.com/EDMS%5Cedmsweb.nsf/LsvAllByID/48256E5D00102DF34825733E0034C698?OpenDocument

[ 本帖最后由 Mr.Business 于 21-8-2007 07:32 PM 编辑 ]

mjchua

Company Name	:	RCE CAPITAL BERHAD
Stock Name	:	RCECAP
Date Announced	:	21/08/2007

Type	:	Announcement
Subject	:	NOTICE OF FIFTY-THIRD ANNUAL GENERAL MEETING

Contents :

We wish to announce that the Fifty-Third Annual General Meeting ("RCE 53rd AGM") of RCE Capital Berhad will be held atDewan AmBank Group, 7th Floor, Bangunan AmBank Group, 55, Jalan RajaChulan, 50200 Kuala Lumpur on Thursday, 13 September 2007 at 3.30 p.m.

Please refer to the attached file for the Notice of RCE 53rd AGM.

This announcement is dated 21 August 2007.

Mr.Business

以下是RCE今天的回复。有东西想懂的吗？可以去电邮问问。
我要问RCE为何staff costs这么高？！

XXXXX

Dear "Mr. Business",
Thank you for your interest in our Company.
You may e-mail your request to IR@rce.com.my.

RCE Capital Berhad's announcement on the dividend entitlement date and payment date was made on 21 August 2007.

Mr.Business

现在Kawan RCE面临一个问题。Goldman和JP Morgan拥有RCE的大量股份，而她们又有被subprime危机影响的可能性，随时都可能卖出股份，搬水回老家救火，subprime危机又不会这么快结束。隐忧，隐忧。。。哈，真是成也外资，败也外资。

小散户

:@ 赚那么多钱都那么古汗...才派10% ... 而且还要扣TAX..

kiaoka

（吉隆坡訊）RCE資本（RCECAP，9296）的兩名外資大股東高盛和JP摩根，分別脫售顯著持股，其中JP摩根不再是該公司大股東。

根據交易所資料顯示，高盛於8月10日脫售115萬股持股，並於14日和15日，再分別脫售22萬和200萬股。脫售上述股權後，高盛在RCE資本的持股減少至7.6%或4913萬股。


JP摩根分別於8月1日和2日，脫售240萬和259萬股持股，由於持股比例低於5%，不再是RCE資本的大股東。

RCE資本的股價於8月1日和2日，分別以95仙和93仙收盤，10日至15日期間則徘徊在82仙和87仙之間。 （星洲日報/財經•2007.08.21)

小散户

只要有人接手这些票..那是好事情啊..代表令1个春天要来了.

Mr.Business

21-08-2007: Goldman and JP Morgan reduce RCE stakes

KUALA LUMPUR: Goldman Sachs International and JP Morgan Chase & Co reduced their shareholdings in RCE Capital Bhd recently, disposing of 3.37 million shares and five million shares respectively in August.

Filings with Bursa Malaysia showed that Goldman Sachs sold 1.15 million RCE shares on Aug 10, another 220,000 shares on Aug 14 and two million shares the next day.

After the disposal of the shares in the open market, its shareholding was reduced to 49.13 million shares or 7.6%.

Meanwhile, JP Morgan disposed of 2.4 million RCE shares on Aug 1, reducing its stake to 32.59 million shares or 5.04%.

It ceased to be a substantial shareholder on Aug 2 after it disposed of another 2.59 million shares.

RCE Capital shares closed at 95 sen on Aug 1 and at 93 sen the next day. It was trading between 82 sen and 87 sen between Aug 10 and 15.

http://www.theedgedaily.com/cms/ ... a-d647d800-82381bf3

drexler82

原帖由 drexler82 于 21-8-2007 11:58 AM 发表
我在报纸看的，在大股东交易中看到的。。。刚上了南洋的网站，找不到欸！！今晚我再看一次，明天告诉大大。。

不好意思 business兄 & mj兄，我真的看错了
EPF 卖的不是 RCECAP，是 MELEWAR。。。。
对不起。。

mjchua

原帖由 drexler82 于 22-8-2007 09:07 AM 发表


不好意思 business兄 & mj兄，我真的看错了
EPF 卖的不是 RCECAP，是 MELEWAR。。。。
对不起。。

沒關係
EPF 大賣 Melewar 我們很早就知道了
無 論如何 謝謝你