【CIMB 1023 交流专区】 联昌国际

蚂蚁小弟

拜五停止交易
不懂是不是坏消息
不过是的话，抱歉说一句
＂我喜欢～！＂

ThermoFisher

MAYBANK和CIMB最近很多动作，大吃特吃，不知会否消化不良。。。

Mr.Business

银行股业务太复杂，我很难了解分析。大众我对小标和管理层有信心，可以把眼睛关住买她；CIMB我还不知道 （我是CIMB的客户，也很喜欢CIMB），虽然欣赏Nazir，但他毕竟不是大股东。

Mr.Business

新闻。

CIMB clinches BankThai stake?
By Chong Pooi Koon        
Published: 2008/06/20

It is learned that CIMB had submitted an offer for loss-making BankThai before the deadline last Friday, though it is not clear how much was offered

CIMB Group is believed to have won a bid to buy 42 per cent of BankThai pcl, a loss-making lender in Thailand hit by the US subprime crisis, beating stronger rivals like HSBC Holdings plc and Standard Chartered plc.

BankThai is the smallest of Thailand's four state-controlled banks.

The stake that CIMB is bidding for is owned by the Thai central bank through its unit, Financial Institution Development Fund.

BankThai has asked the Thai stock exchange to suspend its shares pending the result of talks on the sale of the 42 per cent stake.

Bumiputra-Commerce Holdings Bhd, the owner of CIMB, has also requested for trading in its shares to be suspended today for a corporate announcement.

In its announcement, BankThai said it had been informed by its major shareholder that there had been some progress in the talks.

BankThai also said that it expected the sale to be concluded by today, according to media reports from Thailand.

Business Times learned that CIMB had submitted an offer for BankThai before the deadline last Friday.

It is not clear how much was offered, but BankThai has a market value of 8.8 billion baht (RM900 million). Shares of BankThai last traded at 1.32 baht (15 sen).

CIMB group chief executive officer Datuk Nazir Razak confirmed the interest in BankThai when met yesterday, but declined to elaborate.

"We are interested in BankThai. Thailand is very much on my radar screen. I've said that before," he told reporters in Kuala Lumpur.

Thailand is an important market for CIMB to complete its regional footprint. It has continued to scout for acquisitions in that country after failing to buy a stake in ACL Bank pcl last year.

BankThai, which has 146 branches, lost 6.93 billion baht (RM760 million) last year after investing 10.31 billion baht (RM1 billion) in collateralised debt obligations, the most among Thai banks.

The lender urgently needs a new investor that will help restore its capital and assist in a revamp to strengthen its system.

http://www.btimes.com.my/Current ... thai-2.xml/Article/

老散一名

原帖由 江湖 于 20-6-2008 01:33 AM 发表


犀利，　草鞋果然着得快。。。。

哈哈，老散後生時穿慣草 ge 嘛。

悶蛋

那天tenaga停牌一天过后猛涨1.70，
今天commerz停牌。。。
不懂拜一开市会不会猛跌1.70

奥萨马宾拉丁

原帖由 蚂蚁小弟 于 20-6-2008 12:39 AM 发表
鱼大，建议你找何老板喝茶
嘻嘻

为何不建议请我喝茶呢？:@ :@ :@ 我也是大股东之一。

奥萨马宾拉丁

原帖由 Mr.Business 于 20-6-2008 09:42 AM 发表
银行股业务太复杂，我很难了解分析。大众我对小标和管理层有信心，可以把眼睛关住买她；CIMB我还不知道 （我是CIMB的客户，也很喜欢CIMB），虽然欣赏Nazir，但他毕竟不是大股东。

就是因为不是大股东，所以没有大众的股息高。

ThermoFisher

为什么要找何老板喝茶？

matmatsui

市价才１。３０＋，吃２。１０，这样的ＭＡＲＫＥＴ是不是有问题

悶蛋

原帖由 ThermoFisher 于 20-6-2008 02:13 PM 发表
为什么要找何老板喝茶？

我有帮你问，可是他不答我
据我猜测，应该是uncle ho对银行股有心得

江湖

原帖由 奥萨马宾拉丁 于 20-6-2008 01:10 PM 发表


就是因为不是大股东，所以没有大众的股息高。

有道理。。。。。

ThermoFisher

Bumiputra-Commerce Holdings (RM8.25)
Hold (unchanged) TP: RM10.35

• Secured a stake in BankThai?

BCHB shares are suspended from trading today “pending an announcement of a
corporate proposal”. This could be related to the bid for a 42% equity stake in
BankThai plc. BankThai is also suspended from trading on the Thai stock
exchange. (Source: Bursa Malaysia announcements, local press)

Comments:
BCHB believed to be in the running. We had written about BCHB’s potential
bid for BankThai on 10 Jun 2008, with the other potential bidders being HSBC
Holdings plc, Standard Chartered plc, and TPG Inc. BankThai plc is now partly
owned by TPG, a US buyout firm from Texas. The potential buyers were asked
to submit final offers by end of last week.
A smallish bank. Established in 1998, BankThai’s two major shareholders are
Financial Institutions Development Fund (42.13%) and TPG Newbridge [including
Blum Strategic III BT Hong Kong Ltd and MSOF Hong Kong BT Ltd] (42%).
BankThai has a paid-up capital of THB8.3b (RM834m). As at 30 Dec ’07, it had
total assets of THB205.7b (RM20.7b), net loans of THB88.1b (RM8.9b), deposits
of THB166.0b (RM16.6b), and 146 branches nationwide.
The group reported net losses of THB6.9b (RM693m) in FYE12/07 and THB4.4b
(RM442m) in FYE12/06. Book value was just THB649m (RM64m) due to
accumulated losses of THB7.7b (RM773m) as at Dec ’07.
In terms of assets size, ThaiBank is around one-eleventh of BCHB’s.
Market cap of THB8.8b (RM900m). Thus, a potential 42% equity stake could
cost the new buyer at least RM414m, before including a premium for the
“substantial” stake. According to Bloomberg, BankThai is now trading on a P/B of
4.27x (2007), and a forward 2008 PER of 26.4x.
Maintain Hold on BCHB for now, with an unchanged TP of RM10.35 (13x FY09
PER). Near-term share price upside is likely to be limited due to the weak
broader market.

奥萨马宾拉丁

原帖由 江湖 于 20-6-2008 02:36 PM 发表



有道理。。。。。

不是有道理而已，还是有根据的，再看看BJTOTO也是，大股东是谁就知，还有。。。。讲不完啦！

奥萨马宾拉丁

原帖由 悶蛋 于 20-6-2008 02:24 PM 发表

我有帮你问，可是他不答我
据我猜测，应该是uncle ho对银行股有心得

为什么不问我，:@ :@ :@ 我知道的，他肯定知道。

我不知道的，他肯定知道。

奥萨马宾拉丁

土著联昌再出击海外 高出市价购泰国银行

■日期／Jun 20, 2008   ■时间／06:15:14 pm ■新闻／财经经纬   ■作者／本刊陈子莹

【本刊陈子莹撰述】土著联昌资产昨天向马来西亚交易所申请在今天暂停交易一天，以做企业宣布，而泰国银行今天也暂停交易一天；因此，一般相信，暂停交易与土著联昌成功标得泰国银行42.1%的股权的事有关。 土著联昌资产旗下公司联昌国际银行（CIMB Bank）集团是马来西亚规模第二大的银行，其欲成为区域银行的雄心，从它们这几年来积极收购外国银行股权，就可轻易看出来。 根据《道琼斯》通讯社的报道，土著联昌是以59亿1000万泰铢的总额，收购泰国银行42.1%的股权，即以每股2.1泰铢的价位，购入泰国银行的28亿1000万股。 《道琼斯》引述不愿具名的内部消息说，竞标泰国银行这批股份的标价介入每股1.8泰铢至2.6泰铢，而土著联昌则以每股2泰铢至2.3泰铢的价位，成功标得这批股权。 这批股权由泰国的金融发展基金（Financial Institution Development Fund）售出，根据早前的媒体报道，除了土著联昌，汇丰以及标准渣打银行都对这批股权感兴趣。 高出市价52%至74% 泰国银行乃是泰国一家小型银行，拥有2100亿泰铢的资产以及865亿7000万泰铢的贷款，以泰国银行周四的闭市价每股1.32泰铢，土著联昌应以高出市价59%的溢价，购得这批股权。尽管买价高出市价半截，不过行家却认为，土著联昌的出价不算贵，因为土著联昌将可透过泰国银行现成的146家分行，直接渗透泰国市场。 分析员普遍都认为，土著联昌的买价略为贵了一点，不过这可是不常有的机会，暂且并没有一家马来西亚银行涉足泰国市场。 消息指出，土著联昌将会对剩余的股权，做出全面献购。不过，同样占有泰国银行42%的美资私募基金Newbridge TPG却表示，将会继续留驻在泰国银行。 积极并购海内外银行 土著联昌近几年来，就积极地在海内外寻找并吞的机会，早几年前并吞本地南方银行，相信是大家记忆犹新的银行并和案。【点击：政治势力干预妥协成交？ 土著联昌并购南方终成事实】 土著联昌也先后在海外，收购了新加坡吴玉钦证券及印尼商业银行（Bank Niaga）。该公司在本月初才刚刚完成了印尼商业银行（Bank Niaga）以及力宝银行的并合，成了印尼的第五大银行。【点击：国库控股或兼并印尼二银行 联昌国库三星期内公布方案】 这起合并案刚完成时，联昌国际集团（CIMB）执行总裁纳西尔拉萨（Nazir Razak）接受媒体访问时说道，“这不过是我们在印尼开始。”纳西尔是我国副首相纳吉的胞弟。 在今年初，联昌国际银行也收购了中国营口银行，正式踏入中国市场。【点击：购辽宁营口银行19.99%股权 联昌要打中国回教金融市场】

lovesoccer88

原帖由 奥萨马宾拉丁 于 20-6-2008 07:14 PM 发表
土著联昌再出击海外
高出市价购泰国银行■日期／Jun 20, 2008   ■时间／06:15:14 pm■新闻／财经经纬   ■作者／本刊陈子莹    http://ww ...

不错不错，Commerz又要开始跌了。

蚂蚁小弟

那就建议我们找机会一起喝茶？
几时有下来？
不然我看看几时可以上去
嘻嘻
顺便找那条龙

奥萨马宾拉丁

原帖由 lovesoccer88 于 20-6-2008 07:29 PM 发表



不错不错，Commerz又要开始跌了。

你收足子弹了吗？

你看到的是危机还是天机？

[ 本帖最后由 奥萨马宾拉丁 于 20-6-2008 09:46 PM 编辑 ]

奥萨马宾拉丁

原帖由 蚂蚁小弟 于 20-6-2008 08:31 PM 发表
那就建议我们找机会一起喝茶？
几时有下来？
不然我看看几时可以上去
嘻嘻
顺便找那条龙

还是你来，咱们香蕉联盟恭候你。

那条龙肯定在。