《大行報告》瑞銀:會德豐獲提私有化 估計短期對九倉及九倉置業影響負面
瑞銀發表研究報告,認為會德豐(00020.HK)獲提私有化,將會對九龍倉集團(00004.HK)及九龍倉置業(01997.HK)帶來短期的負面影響,因為這會大幅增加這兩家公司的股票流通量。根據公司的指引,在私有化後,九龍倉置業的流通量將會由33.5%提升至55.4%,而九龍倉的流通量則會由29.2%提升至51.1%。另外,部分持有會德豐股份的散戶在收取九龍倉置業及九龍倉的股份後或會出售套現,亦會帶來風險。該行提到,在私有化交易完成後,吳光正家族將會擁有會德豐100%股份,並將會分別擁有九龍倉及九龍倉置業的48%及42.3%權益。會德豐原有的股東將會變成九龍倉及九龍倉置業的股東,認為私有化提案將會有助消除會德豐於九龍倉置業及九龍倉的股權之控股公司折價,有助於釋放價值。
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