海通國際列出會德豐(00020.HK)系內私有化不同情境預測(表)
海通國際發表報告,列出會德豐(00020.HK)、九龍倉置業(01997.HK)及九倉(00004.HK)系內私有化不同情境預測:
情境一:私有化九倉所需成本預測
-九倉市值601億元
-會德豐對九倉持股量70%
-假設私有化作價較此前收市價有溢價25%,料私有化作價涉225億元
情境二:私有化九龍倉置業所需成本預測
-九龍倉置業市值1,221億元
-會德豐對九龍倉置業持股量66%
-假設私有化作價較此前收市價有溢價25%,料私有化作價涉519億元
情境三:私有化會德豐所需成本預測
-會德豐市值970億元
-大股東吳氏家族對會德豐持股量19%
-假設私有化作價較此前收市價有溢價25%,料私有化作價涉983億元
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該行同時列出吳氏家族對會德豐系內持股:
吳光正及包氏家族:持會德豐共66.59%股權、龍湖(00960.HK)5.88%股權、JOYCE(00647.HK)72.9%股權
會德豐:持有九倉70.03%股權及九龍倉置業66.01%股權
九倉:持有綠城中國(03900.HK)24.9%股權
九龍倉置業:持有海港企業(00051.HK)71.53%股權
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