【LCL 交流专区】LCL 集中分析区。

scsiang82

你们有什么打算呢？？？会不会买附加股？？？

8years

整个计划突然有变，心情很复杂，很紧张，手在战抖。。。。。。。。

scsiang82

是咯，突然来一个附加股
看来要好好想想下一步棋应该如何了。。。

东邪

原帖由 scsiang82 于 6-12-2007 09:46 PM 发表
你们有什么打算呢？？？会不会买附加股？？？

看明天市场对这消息反应如何。。
但我本身希望接下来能够逐步减持。。

ChuiShui

大大请问这属于坏消息吗？
可以间单解系吗, TQ

Mr.Business

原帖由 8years 于 6-12-2007 09:29 PM 发表
心情很复杂，很紧张。。。。。。。。真想立刻就到明天早上。。。。。。。

要小心附加股发出之后的股价，Top Glove是很好的例子。。。票数也会增加许多。。。


更新: December 7, 2007 04:37

發售附加股
LCL機構1拆2


（吉隆坡6日訊）LCL機構（LCL，7177， 主板貿易）計劃將每股拆細成2股，並發售附加股。

該公司向馬證交所報備指出，計劃將每股面值1令吉股項，折細成每股每值50仙的兩股。

此外，LCL機構計劃在股票分拆后，發售高達2891萬7700股新附加股，並免費配以2891萬7700股可分離憑單。

每5股LCL機構股票將獲得1股附加股及1股免費憑單，發售價將在稍后定案。

另外，該公司也申請讓董事經理劉增明及相關人在行使憑單后，免除執行全面獻購。

LCL機構指出，股票分拆后將提高流通率。

該公司將把發售附加股的資金所得，用以償還聯昌銀行（CIMB）5000萬令吉短期借貸，以及增加公司營運資本。

http://www.chinapress.com.my/content_new.asp?dt=2007-12-07&sec=business&art=1207bs24.txt

ThermoFisher

８年兄，这不是好消息吗？为什么市场会有这种反应？

siaolee2000

附加股是对小股东不利的吗？我想不通啊，可以赐教吗？

8years

真真假假想不清，我还以为有什么大波动，原来没事。
不用紧张了，计划不变，没有事情发生。

scsiang82

附加股可以说是好也不好吧。。。

坏的话就是说公司cash flow不好，所以要发附加股来凑资。。
好的话就是公司不会为了cash flow而加剧公司的负债贷款。。

不懂对不对，也请各位发表看法。。。

loong81

附加股会使eps减少。除非公司对将来的盈利增长很有信心，否则就会受影响。

lover82

如果我现在只有LCL的3个Lot,那我是不是没得獲得1股附加股及1股免費憑單,现在买进还来得及吗?最后日期是几时呢?

loong81

附加股要用钱买的哦，红股才是免费的。

ChuiShui

<b>EPS impact.</b>
We estimate the rights issue to dilute EPS by around 9-10%,
which is not too significant. Furthermore, the proceeds will allow the group to take on bigger jobs, which could offset the EPS dilution.
<B>Valuation and recommendation</B>
Maintain OUTPERFORM and target price. LCL remains an OUTPERFORM. Funds
raised from the rights issue will come in handy for its regional expansion. With net gearing declining to 0.3x after the rights issue, the group will be in a better position to take on bigger jobs in the Middle East, India and Kazakhstan. We retain our end-08 target price of RM11.75, still pegged to our 11x target P/E for regional IFO stocks.
Although the rights issue theoretically dilutes our target price to RM5.25 (ex-share split and rights issue), we do not expect to adjust our target price as potential new major contracts could offset the EPS dilution. Potential upward re-rating catalysts are:
1) higher-than-expected IFO contract wins in the Middle East, India and
Kazakhstan,2) a lower-than-expected tax rate due to tax-free Dubai earnings, and 3) a strong listing debut on the Dubai Stock Exchange for its rival, Depa Group in 1H08.

scsiang82

谁有最新的研究报告吗？？谢谢分享。。。

siaolee2000

小弟不才，发附加股的话是不是意味着现有的股东可以以较市价便宜的价格买？那不是对股东有益吗？

scsiang82

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965 Reference No CU-071207-40750

Company Name	:	LCL CORPORATION BERHAD
Stock Name	:	LCL
Date Announced	:	07/12/2007

Particulars of substantial Securities Holder

Name	:	1) FMR LLC (2) FIDELITY INTERNATIONAL LIMITED (FIL) & SUBSIDIARIES
Address	:	1) FMR LLC - 82 Devonshire Street, Boston, MA 02109 2) FIL - Pembroke Hall, 42 Crow Lane, Hamilton, HMCX, Bermuda
NRIC/Passport No/Company No.	:	see remarks
Nationality/Country of incorporation	:	see remarks
Descriptions(Class & nominal value)	:	Ordinary share of RM1.00 each
Name & address of registered holder

i) FID Instl South East Asia Fund, JP Morgan Bournemouth
ii) FID FDS - Inst Asia Pac (EX-JP) PL, Brown Bros Harriman Ltd Lux
iii) FID FDS - Malaysia Pool, Brown Bros Harriman Ltd Lux
iv) FA Emerging Asia Fund - Open End, Brown Brothers Harriman and Co
v) Famandsforeningen Inst IN (PBU), Nordea Bank AB
vi) HKMPF - Mkt Inv Asia Pac EO Fnd, Bermuda Trust Far East HK
vii) Mtr Corp Retmt Schm Pacif Eqty, Bermuda Trust Far East HK

Details of changes
Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	29/11/2007	800
Disposed	29/11/2007	4,900
Disposed	29/11/2007	88,300
Disposed	29/11/2007	22,700
Disposed	29/11/2007	10,200
Disposed	29/11/2007	20,100
Disposed	29/11/2007	3,000

Circumstances by reason of which change has occurred	:	Simple Portfolio Investment
Nature of interest	:	Direct
Direct (units)	:	150,000
Direct (%)	:	0.21
Indirect/deemed interest (units)	:
Indirect/deemed interest (%)	:
Total no of securities after change	:	3,887,150
Date of notice	:	07/12/2007

scsiang82

Remarks

Company No. & Nationality :-
1) FMR LLC - 3220238 / Incorporated in Delaware, Boston
2) FIL - EC01462 / Incorporated in Bermuda

The following is the no. of securities disposed :-

i) FID Instl South East Asia Fund, JP Morgan Bournemouth 800 shares
ii) FID FDS - Inst Asia Pac (EX-JP) PL, Brown Bros Harriman Ltd Lux 4,900 shares
iii) FID FDS - Malaysia Pool, Brown Bros Harriman Ltd Lux 88,300 shares
iv) FA Emerging Asia Fund - Open End, Brown Brothers Harriman and Co 22,700 shares
v) Famandsforeningen Inst IN (PBU), Nordea Bank AB 10,200 shares
vi) HKMPF - Mkt Inv Asia Pac EO Fnd, Bermuda Trust Far East HK 20,100 shares
vii) Mtr Corp Retmt Schm Pacif Eqty, Bermuda Trust Far East HK 3,000 shares
----------
150,000 shares
======

东邪

我已经开始逐步脱售
没钱买附加股

8years

又少了一个战友了。。。。。

对了，ipoh聚会你也来吧。我们将他搞到大大的。