舉債來投資 MEGAN 值得嗎 ? （八）

北风沙

原帖由 阴谋师 于 10-3-2007 12:25 AM 发表
豪华云顶凭单是在熊市收票，熊市炒作。整个过程都是在熊市阶段完成

2001年虽然在四月的553点最低点后往上爬,不过最高也只是696点,最重要的是,一整年的成交量都在5亿以下.

阴谋师

不明白。能解释一下吗？

北风沙

原帖由 阴谋师 于 10-3-2007 12:43 AM 发表
不明白。能解释一下吗？

啊,我是对这不可思议的状况感到不可思议.
想不到,股市还真无奇不有.熊市都能创造神话.

[ 本帖最后由 北风沙 于 10-3-2007 12:54 AM 编辑 ]

阴谋师

原帖由 北风沙 于 10-3-2007 12:47 AM 发表


啊,我是对这不可思议的状况感到不可思议.
想不到,股市还真无奇不有.熊市都能创造神话.

根据我事后收到的消息，炒家是２０００年台湾改朝换代后，从台湾外逃出来的资金。可能台湾庄家在台湾疯惯了，来到马来西亚也不改本色。

９３，９４年的大牛市，好像也有很多台湾资金在兴风做浪。

mjchua

(中央社記者戴海茜台北2007年3月8日電)隨著紅光高畫質DVD產品需求提升，預期將帶動雙層DVD光碟片需求增加，根據市調機構的資料顯示，去年全球市場需求量約9000萬片，今年將會擴大至2億片，年增率逾倍，目前全球有能力量產業者包過錸德 (2349)、中環(2323)、精碟(2396)、印度MBI等少數業者。
日本RWPPI協會代表相澤宏紀今天指出，由於藍光DVD硬體尚未普及何時普及，在這段過渡期間，消費者選擇紅光高畫質DVD產品，因此刺激雙層DVD光碟片需求增加。
市調機構BOC分析師小松知彥表示，去年全球單面雙層DVD光碟片約9000萬片，今年有機會挑戰2億片。由於單面雙層的技術門檻高，目前全球有能力量產業者包過錸德、中環、精碟、印度MBI等少數業者。

阴谋师

Dual layer的利润虽然比较高，但是输在没有量，对业绩帮助不大。２亿看起来很多，全球业者一起分就不够了。

少数业者？
全球十大光碟厂，各个都有能力量产。二线厂商有量产能力地也不会少。

逍遥派奖门人

水至清则无鱼, 人至察则无徒。


共勉之

wtk75

不知道为什么，最近的股市波动，
给我有种“狼来了”的感觉，
当戒心没有了，狼就把你的钱叼走了   

Mr.Business

LEE SEE JIN（NTPM的MD），MEGAN的第23大股东（983700股／0.48％），原来也是NAMFATT的第13大股东（1431400股／0.66％）。
看来他也是投资股票的高手

http://chinese.cari.com.my/myfor ... page%3D1&page=8

NAMFATT Annual Report 2005, page 115

假名

“If he can do it, I should be able to do it too. Once I have made up my mind what to do, there's no excuse about not having the time,” said Grehl, who is married to Michelle, a Taiwanese. The couple has three children – Megan, 20, Tiernan, 18, and Mora, 13.

http://biz.thestar.com.my/news/s ... 87&sec=business

Mr.Business

原帖由 作者: mjchua    时间: 9-3-2007 12:06 AM

其實Chryscapital基金已進場布局 ?

消息公佈的那天查過了, Chryscapital基金以前有投資過 Nasdaq 的 Techteam global
那次也是以 Brahmal 的名義買進
所以我認為這次 MEGAN 也極可能是這個樣子
也因為這個樣子, 我認為他的票絕對不止 5%

也因為這樣, 他也順理成章的成為了 Techteam global 的 director

我了解的和你们不一样。根据我找到的资料，ChrysCapital是直接向TechTeam Global买下689,656 preferred stock (Total amount US$5M)。过后ChrysCapital委任Brahmal Vasudevan为TechTeam Global的董事。

之后，May 3, 2005 ChrysCapital将319,656preferred stock换为common stock。

基金经理可以用私人身份为基金投资公司吗？不会有利益冲突吗？
ChrysCapital 会进军MEGAN吗？我有疑惑。。
无论如何，BRAHMAL买进MEGAN是好事。

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
On April 7, 2003， ChrysCapital II, LLC ("CCII", a Mauritius limited liability company) has invested five million dollars (US$5,000,000) into TechTeam Global. In consideration of this investment, TechTeam Global （the Company) has issued 689,656 shares of Series A Convertible Preferred Stock ("referred Stock" at a price of US$7.25 per share. The Preferred Stock carries no coupon or interest-bearing provisions, however, as a class of equity, is entitled to elect one seat to the Company's Board of Directors. The Preferred Stock is convertible by ChrysCapital into 689,656 shares of the Company's Common Stock at ChrysCapital's discretion between April 8, 2004 and April 8, 2006. If the Preferred Stock is not converted at the end of this period, the Company will redeem the stock for the original five million dollar (US$5,000,000) investment. The funds received from the Preferred Stock issuance will be used to help develop and implement TechTeam's expansion into markets in India and the Far East.
On the same date （April 7, 2003）, pursuant to its right under the Certificate of Designations as the sole holder of shares of Series A Preferred Stock, ChrysCapital elected Brahmal Vasudevan as a director of TechTeam, to serve until his successor is duly qualified and elected by the holders of Series A Preferred Stock or until his earlier removal or resignation in accordance with the terms of the Certificate of Designations. Under the terms of the Transaction, Mr. Vasudevan will not receive compensation in his capacity as a director of the Company.              

Brahmal Vasudevan currently serves as General Partner of ChrysCapital II, LLC and Managing Director of ChrysCapital Investment Advisors  
[S] Pte Ltd, which manages and advises various ChrysCapital funds including ChrysCapital II, LLC. Mr. Vasudevan has held both positions since 2000. Between 1997 and 2000, Mr. Vasudevan was Director of Marketing at ASTRO, a leading multi-channel DBS pay-TV operator in Southeast Asia. Mr. Vasudevan holds an MBA from the Harvard Business School and graduated with first-class honors in      
Aeronautical Engineering from Imperial College, University of London.

http://www.prnewswire.co.uk/cgi/news/release?id=100715

http://www.secinfo.com/dsvR3.213j.htm#Dates

[ 本帖最后由 Mr.Business 于 10-3-2007 10:12 AM 编辑 ]

mjchua

原帖由 Mr.Business 于 10-3-2007 10:10 AM 发表


之后，May 3, 2005 ChrysCapital将319,656preferred stock换为common stock。

...

這 319,656 是登記在 Brahmal 名下
http://biz.yahoo.com/t/62/6729.html

Mr.Business

可是ownership是indirect, 哈，我也不是很清楚了。

Mr.Business

THE HARVARD BATCH OF 1997

THE 1997 BATCH OF THE MBA PROGRAMME AT HARVARD BUSINESS School (HBS) has a special position in the Indian venture capital and private equity world. Six Indian graduates of that batch are at various positions in. some of the leading venture capital or private equity firms in the country. Sumir Chadha and KP. Balaraj co-founded WestBridge Capital in 2001. Ashish Dhawar,and Raj Kondur co-founded ChrysCapital in 1998. Kondur however, parted ways with Dhawan and private equity in 2002 and started a BPO firm, Nirvana, in Bangalore. Meanwhile Dhawan Qad roped in another HBS batchmate of his, Brahmal Vasudevan, to ChrysCap in 2000. Dhawan had also worked with his batchmate, Shujaat Khan, in the firm in the early days. Khan, however, moved on and has ftoated a private equity fund-Blue River-along with the founders of Edelweiss Capital. He is currently raising a $lOO-million fund, Then there is Javed Khan of the same batch who is now the #2 at Blackstone India. An addendum to this is that Chadha, Balarajand Dhawan had worked together at Goldman Sachs in the US prior to their current roles although in different departments-in venture, private equity and public market groups respectively. Bajaj Auto's Executive Director (Finance)' Sanjiv Bajai' also passed out of HBS in 1997, and he is currently a big player in the Indian public market, with the group's investments valued iri the range of Rs 4,000 crore. Although not of the same batch, another HBS alumnus donning an important private equity role in India is Manish Kejriwal, MD of Temasek India Advisors.

http://www.wbcp.com/news/NewsDetail.asp?action=news&RID=251&CAT=True&archive=0

[ 本帖最后由 Mr.Business 于 10-3-2007 12:00 PM 编辑 ]

Mr.Business

We look to build domain expertise in selected sectors and then proactively look to identify leading companies. We have in-house knowledge to act decisively in a broad range of growth industries.

We invest across all growth sectors in India which include :

    * Business Services

    * Consumer Goods and Services

    * Financial Services

    * Healthcare and Pharmaceuticals

    * Infrastructure

    * Manufacturing


Investment Parameters

Equity Investment : $10-75 million

Company Size : Revenues of $25-500 million and profitable


Potential Investment Structures

We are transaction structure agnostic and structure our investment to match the needs of the business. We pursue the following types of investment structures:

    *Growth investments in private companies

    *Special situations: carve-outs, joint ventures, etc.

    *Co-investments with other private equity firms

    *Management buy-outs/buy-ins

    *Activist public market investments

ChrysCapital is generally a minority investor, but we also readily invest in control positions particularly in support of management buy-outs.


Entrepreneurial Capital

At ChrysCapital, we understand the challenges of building a successful company because we have done it ourselves. We are a flexible partner and possess a deep understanding of the local environment.

We proactively call on companies that can benefit from our capital and expertise. We are eager to meet with mangement teams, whether or not there is an immediate investment opportunity.

http://www.chryscapital.com/viewdata.aspx?id=3

mjchua

原帖由 Mr.Business 于 10-3-2007 11:22 AM 发表
可是ownership是indirect, 哈，我也不是很清楚了。

是喔... 看漏了...

Mr.Business

Brahmal Vasudevan resigned from the TechTeam
Global, Inc. Board of Directors effective May 3, 2005 at the
close of business. Mr. Vasudevan was elected by ChrysCapital
II, LLC ("ChrysCapital"), the holder of the Company's Series
A Senior Convertible Preferred Stock ("Preferred Stock"),
which is entitled to elect one director to the Company's
Board of Directors. ChrysCapital does not have plans to
appoint another director. Also, on May 3, 2005, ChrysCapital
converted 319,656 shares of Preferred Stock to 319,656
shares of common stock. ChrysCapital now holds 370,000
shares of Preferred Stock.

http://sec.edgar-online.com/2005 ... 002948/Section2.asp



http://www.zoominfo.com/Search/PersonDetail.aspx?PersonID=66925056

[ 本帖最后由 Mr.Business 于 10-3-2007 12:49 PM 编辑 ]

loulee

原帖由 阴谋师 于 9-3-2007 07:12 PM 发表


钱就是胆。不是我比别人聪明，而是我敢玩，我输得起。
如果我需要养家糊口我也不敢玩。

从零到一百万是很困难的事。
从一百万到两百万是一件简单的事。

好羨慕阿！几时才能達到那种境界？年华已老大，今生已无望。

若冉

请问下，如果我要把megan的股票抵押给银行
我应该如何做呢？

我又需要面对什么风险呢？

阴谋师

原帖由 loulee 于 10-3-2007 12:46 PM 发表


好羨慕阿！几时才能達到那种境界？年华已老大，今生已无望。

　　英保良集团曾是本地首屈一指的百货公司，上世纪70年代末80年代初高峰时期，在本地拥有32家百货公司，马来西亚30家，香港7家，并在本地开设有4家东方酒楼和1家泰国海鲜酒楼。20年前，公司在经济大衰退中遭受致命打击，林家生意全线崩溃，公司交由司法管理，林道荣本人被判入穷籍，一下子从天上掉入了地狱。

　　让林道荣深受感动的是，在他离开公司10年后，800名当年的老员工自掏腰包在仙宫楼大摆80桌酒席宴请他这位当年的“二老板”，也因此激发了他重新奋斗和东山再起的决心。

　　林道荣75岁脱离穷籍，马上开始在东马从零干起。凭着他不屈不挠的毅力和永不放弃的信念，果然又开创出一片新的蓝天。过去6年，他在沙巴开了17家百货公司，文莱8家，纳闽3家。其中，文莱两家百货公司的规模，仅比本地的罗敏申“稍微小一点”。

　　今年82岁的林道荣依然耳聪目明，身体硬朗，语音洪亮。他昨晚健步上台，对台下旧部发表感言说：“10年前正是我人生最低潮的时候。你们请我的那一餐是雪中送炭，使我感到还有新希望，也深深地激发了我东山再起的信念。”

http://www.zaobao.com/finance/pages/people061221.html

千里之行，始于足下。

临河而羡鱼,不如归家织网。