歷經百日,首程控股(00697.HK)非常重大交易始發通函
今日首程控股(00697.HK)發佈股東大會通吿,以求股東大會批准公司出售持有部分首鋼資源(00639.HK)股權的重組事宜。
從重組進展看,自2021年1月15日首次公吿以來,本次股東大會通吿已足足經歷了3個半月的時間,想必其中坎坷不少,期間更是在2月18日發佈補充公吿,因全部持有股份出售無法被香港證監會豁免全面要約收購條款,公司將處置比例由28.98%下調至11.88%,獲取現金也由35.14億港元下調至14.4億港元。
首程控股過往三年持續在出售非核心資產,從2018年處置首長寶佳股權到2019年全面停止鐵礦石貿易業務,直至今年終於出售其所持有12年之久的首鋼資源股票,其實市場也一直有此預期。公司主業發展方向與首鋼資源的發展方向已出現差異,雖然首鋼資源近4年每年為首程控股貢獻可觀利潤,但實際上首程控股也被首鋼資源在一定程度上拖累,翻看公司2020年的資產負債表,對首鋼資源持股已佔據了公司資產總額超三分之一的比例,導致以輕資產模式運營的停車和基金管理主業的ROE被顯著拉低。
明眼人能看出首程控股自將重心轉向發展現有主營業務以來,決心異常堅定,董事會主席趙天暘也在其今年的主席報吿中坦言停車是一件困難但又正確的事情,也應該是在這樣統一的戰略認知之上,儘管首程控股不能將一次性全部出售首鋼資源股份,但公司仍堅持在監管機構可容忍的範圍內將出售部分首鋼資源股份。
潮平兩岸闊,風正一帆懸,面對廣闊的停車和基礎設施不動產市場,首程控股手握重金,一張藍圖能繪到多大,懷着久久為功的耐力與發展創新的勁頭,中國停車第一股值得我們長期關注與期待。
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