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只有半小時會議,海航債券延兑表決會議鬧烏龍, 15海航債今日暴跌3成
格隆匯 04-15 10:36

據報道,4月14日晚間,海航集團在當天下午18點30分通知投資者就關於2013年海航集團有限公司債券2020年第一次債券相關事項進行會議。會議要求投資者在當天19點前,即半個小時之內進行參會登記。

值得注意的是,參會登記完後,海航要求於投資者在20:00-20:30進行會議,為時僅半小時。海航表示,會議採用非現場的形式召開,且要求投資者需在短時間內表決該期債券本次延期一年的議案,即投資者需通過電子郵件表決相關議案,但最晚表決時間不超過21:30。

但由於會議通知倉促,內容簡短,事發突擊,使得投資者無法理解,紛紛抱怨海航此舉的不遵守債券持有人會議規則,甚至還有些投資者表示完全不知道電話會議這件事。

因輿論較大,於4月15日凌晨,海航集團就這次會議“13海航債”發佈致歉信。

致歉信如下:image.png

來源:海航集團公眾號

對於相關債券延兑的原因,海航集團表示因新冠肺炎疫情疊加影響,集團航空、旅遊、酒店、商業等相關主營業務經營受到很大影響,雖然多措並舉全力推進復工復產,但短期內經營難以恢復到去年同期水平,現金流壓力巨大。 

故此,他們在4月15日到期前一天,就“13海航債”債券與投資人協商,對到期本息進行延期一年兑付,具體兑付方案以與投資人協商一致的意見為準,以維持企業可持續經營。

同時,海航集團表示,在債權人蔘加的電話會議投票完成後,其將如實披露相關信息,並在日後的公司運營中吸取此次經驗,更加公開透明的披露相關信息,保障投資人合法權益。

據悉,“13海航債”是於2013年4月15日在上海證券交易所發行,發行規模達11.5億元,票面利率7.1%,期限為7年期,應於2020年4月15日到期兑付本息。與此同時,海航集團發行的另一隻可續期公司債“16 海航集團可續期債 01/16 海集 01”已經宣佈遞延支付的利息。但“13海航債”因存在待確認的重大事項已在本月9日宣佈停牌。

此外,據海航控股發佈的2019年半年報顯示,截至2019年6月末,海航控股營業收入350.35億元,同比增長6.36%,歸母淨利潤5.03億元,扣非歸母淨利潤0.57億元,分別同比下降8.21%,62.57%。

 image.png

 來源:Wind

值得一提的是,儘管海航集團出現了信託借款逾期,但他的主體信用評級及債項評級仍為AAA。

或由於昨晚“烏龍會議”的影響,今日15海航債上午交易出現異常波動。934分開始暫停15海航債交易,1004分起恢復交易。“15海航債”恢復交易後跌幅擴大至31.08%,盤中第二次臨時停牌。

image.png

 來源:Wind

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