【8years 个人专区 1】8年的投资组合。

弹煮

因为三月尾到四月尾的价钱底线在1.66。
在是酱的weak market，拜一1.58都不出奇。
希望有技术反弹咯，弹回去1.70水平。

kcthye

原帖由 yusiang 于 18-5-2007 05:46 PM 发表
IPO前的大股东是不用给钱买的啦。

真的吗？我以为是给Par value.

raulhong

原帖由 magnumao 于 18-5-2007 06:00 PM 发表
Pre IPO 的股东有

1.UHI (CHAO FAMILY RELATED) 41.01%
2.PNB 44.74%
3.CGDC BVI (CHAO FAMILY RELATED) 6.95%
4.JENITSH II CORP (CHAO FAMILY RELATED)
5.CHINA GENERAL DEVELOPMENT CORPORATION (CHA ...

不好意思，资料错误。paiseh
IPO price 确定为2.16

26 May 2005
Titan Chemicals' IPO - Biggest This Year
KUALA LUMPUR, 26 May 2005 - Titan Chemicals Corp. Bhd. (formerly known as Titan Petrochemicals & Polymers Berhad) launched its listing prospectus today, en route to listing on the Main Board of Bursa Malaysia Securities Berhad. This is the largest initial public offering (IPO) for 2005. Titan is Malaysia’s largest integrated olefins and polyolefins producer in Malaysia and the second largest polyolefins producer in South East Asia in terms of capacity.
The IPO will involve the issuance of 438.240 million ordinary shares of RM1.00 each. Of the total, 315.551 million are offered to foreign and Malaysian institutional investors and selected investors at an institutional price to be determined via a book-building exercise.
The remaining 122.689 million shares will be offered to the Malaysian public, eligible directors, employees and persons who have contributed to the success of Titan and its subsidiaries. The retail offering is set at an indicative price of RM2.17 per share. The final retail price will equal the lower of RM2.17 per share or 96% of the institutional price. A refund will be made in the event the final retail price is less than RM2.17 per share
The exercise is expected to raise approximately RM 1 billion, the bulk of which will be used for repayment of bank borrowings and as working capital.
Present to officiate the launch of the Prospectus was Deputy Prime Minister, Dato’ Sri Mohd Najib Tun Abdul Razak. Executive Chairman James Chao said, “Titan Chemicals is a Malaysian success story. We have world-class facilities in Johore which reflect a unique partnership between Government and the private sector. We produce a range of chemicals and over 100 grades of polyeythylene and polypropylene, which support a vibrant and fast growing fabrication sector. More importantly, we contribute about RM 4 billion per annum to the Malaysian economy via import substitution and export earnings. The listing will open the doors to Malaysians and other investors to share in our growth and success in the coming years.”
Chao added, “The listing of Titan Chemicals will fulfill a commitment made to the Government over fifteen years ago and position the company to meet future corporate objectives.”
For the year 31 December 2004, Titan Chemicals produced approximately 1.7 million metric tons of products comprising polypropylene, polyethylene and building block chemicals such as olefins and aromatics. It focuses on two key products – polyethylene (PE), the world’s largest plastics, and polypropylene (PP), one of the fastest growing plastics globally. Demand growth for both is driven by favourable substitution and new applications.
In 2004, Titan exported about 400 KT (kilo tons) of polypropylene and polyethlene to high growth markets like China, as well as niche markets such as Vietnam, Bangladesh and the Philippines.
Titan’s forecast after-tax profit for financial year ending December 31 2005 is expected to improve to RM604mil from RM262mil in 2004. Revenue for the group is expected to grow to RM3.9billion for the financial year ending 31 December 2005, compared with RM3.5billion a year earlier. The company has adopted a progressive dividend policy and will begin paying dividend for the financial year ending 31 December 2005.
Titan attributes its success to:
• being the pioneer and leader in the Malaysian market, with strong presence in China and the Asian markets.
• superior product mix and value-added services.
• its strong cost position, with low production and delivered cost due to its flexible and integrated operations.
Dato’ Nazir Razak, Group Chief Executive of Commerce International Merchant Bankers Bhd (CIMB) said, “We are confident that this investment proposition will be well received as we believe that this is an attractive investment opportunity articulated by an impressive management team.”
CIMB is Titan’s Chemicals’ financial adviser for the IPO and joint global coordinator and joint book-runners together with Goldman Sachs International. DBS Bank Ltd and Mayban Securities Sdn Bhd are other book-runners. BNP Paribas Peregrine (Singapore) Ltd, CLSA Asia Pacific Markets and RHB Securities Sdn Bhd are the co-lead managers. Underwriters for the retail offering are CIMB, RHB Securities Sdn Bhd, Mayban Securities Sdn Bhd, Avenue Securities Sdn Bhd and TA Securities Holdings Bhd.

alt

Titan 的 IPO 是 RM 1.77
我有 100 Share

8years

有可能是大机构就2。16，散户就1。77咯
因为有时大机构和商户是不同价格的。

屁股神

我的资料也是$2.17。
http://www.bursamalaysia.com/website/bm/listed_companies/ipos/
(看2005年)

[ 本帖最后由 屁股神 于 18-5-2007 10:44 PM 编辑 ]

8years

今天再看了titan的财报，越看越觉得titan越跌我越开心

希望titan快快跌倒1。5，那我就可以大量买进。我从来没有那么有信心过

卖吧，对titan没有信心的基金经理，越卖我越开心。

一场生死战又将展开

alt

发售价是 2。17
上市退回 0。40 28/06/2005

vincent_lcm

招股书的参考价是$2.17. 机构投资者最后的标价是$1.84. 散户的认购价则是机构投资者标价的96% = $1.84 x 96% = $1.77.

初生之犢

lcl起到真高 8年兄你的portfolio賺了多少?

8years

还没卖，所以不知道。。。。。。

magnumao

所以大股东里除了PNB & CHAO FAMILY外,其他应该都是买在RM1.84咯.
为什么要如此不计成本的卖?

筹钱为大选?

8years

原帖由 magnumao 于 21-5-2007 06:33 PM 发表
所以大股东里除了PNB & CHAO FAMILY外,其他应该都是买在RM1.84咯.
为什么要如此不计成本的卖?

筹钱为大选?

听说是pnb在卖。就来到了，刚好我的mahsing right issue 也出了，可以卖了来买titan。时间刚好

不过会慢慢来，准备一些在1。3 和1时才进

初生之犢

那paper gain呢?

raulhong

看到lcl不跌反起，实在无言。。。
titan继续看跌，嘻嘻。。

8years

paper gain应该是35%左右。

8years

只要还有筹码，就不怕跌。在等着底价收购titan

弹煮

收收下不知不觉变成Titan大股东了，Titan上上下下员工都要叫你八年老板.

8years

是就好咯。我可以保证，如果我变了titan的老板，titan就是未来的白沙

初生之犢

甚麼是白沙???