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報道指港通(00032.HK)遭兩基金股東迫宮 倡售資產並派逾15元特別息
阿思達克 05-13 09:10
港通(00032.HK)週一(11日)公布,於上周五(8日)接獲一名股東發出通知,提呈兩名新候選人參選公司董事,以取代將於下週一(18日)股東周年大會上重選的兩名退任董事,兩名新候選人分別為本地對沖基金Black Crane Capital的行政總裁及首席投資總監Peter David Kennan,及澳洲基金Lanyon Asset Management的創辦人及董事總經理David Robert Prescott,兩者合共持有港通約2.51%股權。

有報道引述Lanyon Asset Management之公開信表示,曾向公司洽購其持有西區海底隧道公司50%的股權,認為這是讓港通股東將資產變現的好機會,惟遭港通回信拒絕,港通亦從未披露曾獲第三方洽購公司重大資產。其金並表示,質疑因公司多年來管理不善,大量現金用於投資股票及債券,當中最大投資是與主席張松橋友好的許家印旗下之恆大(03333.HK)及恆大健康(00708.HK)相關資產,並斥1.19億元購入對股東毫無價值的遊艇。

報道指,其金要求港通清算其投資組合及出售遊艇,並向全體股東派發每股逾15元的特別息,並建議保留關鍵業務如西隧及香港駕駛學院。同時提出港通董事局減薪,並上調公司派息比率至不低於純利的80%。

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