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发表于 18-1-2008 08:26 PM
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回复 220# 弹煮 的帖子
股價先衰後盛
RAMUNIA控股停牌
(吉隆坡18日訊)配合重大宣佈,RAMUNIA控股(RAMUNIA,7206,二板貿易)從今日午盤起,停牌至21日(週1)。
RAMUNIA控股母股、債券和憑單作價在停牌前上揚。
該公司向馬證交所報備說,要求從今天下午2時半起暫停交易,但未透露進一步詳情,及恢復交易日期。
該公司指出,將提出有關收購的宣佈,比例可能相等于或超過25%,所以依據上市條例要求停牌。
RAMUNIA控股、RAMUNIA控股-PA(RAMUNIA-PA,7206PA,二板債券)和RAMUNIA控股-WA(RAMUNIA-WA,7206WA,二板債券),今早皆以下滑迎市,卻同時在早上11時8分起扭轉跌勢,續節節走挺。
RAMUNIA控股開市報1.10令吉,挫5仙,休市掛1.21令吉,漲6仙,成交量為659萬5600股。
RAMUNIA控股-PA則挫1仙,以73仙報開,休市掛80仙,揚6仙,交投為63萬4300股。
RAMUNIA控股-WA下滑4.5仙,以61仙迎市,休市掛74仙,升8.5仙,共有254萬8900股易手。 |
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发表于 19-1-2008 12:05 AM
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发表于 19-1-2008 10:47 PM
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THE STAR
Ramunia set to get new major shareholder
By SURAJ RAJ
PETALING JAYA: The entry of a new major shareholder could be on the cards for oil and gas fabricator Ramunia Holdings Bhd.
Industry sources believe that MISC Bhd subsidiary Malaysia Marine and Heavy Engineering Sdn Bhd (MMHE), or Sime Darby Bhd unit Sime Darby Engineering Sdn Bhd could emerge as the major shareholder in Ramunia.
The sources said Ramunia’s under-utilised yard space had made it an “attractive target” for fabricators in need of capacity expansion, especially given the strong demand for rigs and floating production systems for the oil and gas sector.
Yesterday, the second board-listed Ramunia requested the suspension of trading in its shares until Monday pending a material announcement.
The company in its filing with Bursa Malaysia said it intended “to make a material announcement in relation to an acquisition, which may result in certain percentage ratios calculated equal to or exceeding 25%.”
Aseambankers had in an earlier report said the majority of fabrication yards in Asia were experiencing robust and continuous orders due to strong exploration and production activities by oil majors.
“Most yard operators are expanding and enhancing yard capacities to undertake new orders while forming strategic alliances to build up engineering capabilities,” it said.
In a more recent research note, the brokerage said of the six licensed local fabricators, (MMHE, Sime Engineering, HL Engineering Sdn Bhd, Oilfab Sdn Bhd, Brooke Dockyard & Engineering Works Corp and Ramunia), only Ramunia had available space for immediate jobs.
“Given its ample yard space, we expect Ramunia to take on more orders and see a rebound in margins as offshore fabrication jobs, locally and abroad are picking up fast,” it said, adding that up to RM10bil worth of jobs was expected to be tendered in Malaysia this year.
Aseambankers said investor sentiment had improved following Ramunia’s resolution of the Carigali PTTEPI Operating Co Sdn Bhd issue, in addition to its outstanding order flow, which had risen to RM700mil on securing several sizeable jobs worth RM400mil in the past two months.
The note said there was market speculation of Sime Darby’s interest in Ramunia rekindling as its earlier proposal to buy out Ramunia Energy & Marine Corp Sdn Bhd’s (Ramunia’s largest shareholder, with 38.1% equity) stake at RM1.20 per share in 2005 was put on hold due to the mergers of PNB-led companies.
“MMHE and Sime Engineering are more well known for their engineering capabilities but Sime Engineering may have a stronger motive (i.e. obtain a stake in Ramunia) as it is probably hungry for that capacity. They are a bit short at their Pasir Gudang yard,” an analyst from OSK Investment Bank told StarBiz.
He said Sime Engineering could likely make a reverse takeover, while it would “make more sense for MMHE to buy out Ramunia’s yard” instead.
An analyst from another brokerage said Ramunia’s order book could see a boost with a new partner on board.
“Ramunia’s resources are very under-utilised and this (corporate development) could be good for the company’s future,” he said.
On Nov 28, Ramunia was awarded a RM170mil contract to provide, among others, fabrication engineering and sea fastening for offshore platforms for Sime Engineering’s Maersk Oil Qatar AS Package 16 project in the Al Shaheen Block Five development, offshore Qatar.
MISC, meanwhile, expects increased contributions from MMHE to help buffer softening freight rates.
It was reported that MMHE is running at full capacity and that MISC has put in place a RM1.5bil expansion plan to grow MMHE’s yard capacity and capability over the next four years.
SIME DARBY OR MISC 要買 ramunia |
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发表于 19-1-2008 11:03 PM
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发表于 19-1-2008 11:34 PM
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会不会来个涨停板...很久很久没有看到了. 我是不是在讲梦话? |
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发表于 19-1-2008 11:53 PM
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回复 225# sunday365 的帖子
最好是像你所说的咯,我好久没有股票回本鸟 |
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发表于 20-1-2008 09:20 PM
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拉慕尼亞或出售大部分股權-20th Jan 2008
(吉隆坡19日訊)根據《星報》報導,拉慕尼亞(RAMUNIA,7206,二板貿服股)可能會將大部分股權售出,潛在買家包括MISC公司(MISC,3816,主板貿服股)旗下一個單位,大馬海洋與重工程私人有限公司(MMHE),或森那美(Sime Darby)的子公司。
這項報導引述不願具名的消息指出,該公司沒有完全被使用的船塢,吸引了造船業者,並成為他們擴充產能的目標。另外,石油與天然氣領域對鉆探設備及漂浮產能系統的需求量增加,也是買家對拉慕尼亞感興趣的其中一個因素。
近期的研究顯示,在本地6家造船業者中,只有拉慕尼亞擁有額外的空間可進行現有工作。
報導指出,分析員認為,森那美工程取得拉慕尼亞股權的可能性較大,因為該公司目前缺乏產能。分析員補充,新夥伴的加入,料刺激拉慕尼亞的訂單快速飆漲。 |
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发表于 20-1-2008 09:52 PM
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回复 227# 东邪 的帖子
难道这就是传说中的私有化的前奏?
[ 本帖最后由 无名客 于 20-1-2008 09:58 PM 编辑 ] |
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发表于 21-1-2008 01:00 AM
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发表于 21-1-2008 11:55 AM
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希望这次可以让我回本 |
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发表于 21-1-2008 02:14 PM
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General Announcement | Reference No MI-080118-62217 |
Submitting Merchant Bank | : | RHB INVESTMENT BANK BERHAD | Company Name | : | RAMUNIA HOLDINGS BERHAD | Stock Name | : | RAMUNIA | Date Announced | : | 20/01/2008 |
Type | : | Announcement | Subject | : | RAMUNIA HOLDINGS BERHAD (“RAMUNIA” or “Company”)
- RECEIPT OF OFFER
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| Contents | : | RAMUNIA HOLDINGS BERHAD (“RAMUNIA” or “Company”)
- RECEIPT OF OFFER
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| Attachments | : | Offer.pdf
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Announcement Details :
On behalf of the Board of Directors of Ramunia (“Board”), RHB Investment Bank Berhad wishes to announce that the Company has on 18 January 2008 received an offer letter dated 18 January 2008 from MSE Holdings Sdn Bhd (“MSE”), a wholly-owned subsidiary of MISC Berhad (“MISC”) (“Letter”) to dispose off MSE’s entire equity interest in its wholly-owned subsidiary, Malaysia Marine and Heavy Engineering Sdn Bhd to the Company for a total consideration of RM3.2 billion to be satisfied by the issuance of new ordinary shares of RM0.50 each and new irredeemable convertible preference shares (“Offer”) of Ramunia. The Offer will lapse by 5.00 p.m. on 21 January 2008 or at such other time as may be extended by MSE.
A copy of the Letter is enclosed herein.
The Board will review and consider the Offer and further announcement(s) in relation to the Offer will be made in due course.
This announcement is dated 21 January 2008.
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发表于 21-1-2008 04:51 PM
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7206
Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : Lembaga Tabung Haji
NRIC/Passport No./Company No. : ACT 5351995
Nationality/Country of Incorporation : Malaysia
Address:
201, Jalan Tun Razak
Peti Surat 11025
50732 Kuala Lumpur
Descriptions (Class and Nominal Value):
Ordinary Shares of RM0.50 each
Name and Address of Registered Holder:
Lembaga Tabung Haji
201, Jalan Tun Razak
Peti Surat 11025
50732 Kuala Lumpur
Details of Changes
Date of Notice : 17/01/2008
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 14/01/2008 Acquired 500,000 -
2. 15/01/2008 Acquired 500,000 -
3. 16/01/2008 Acquired 500,000 -
Circumstances by reason of which change has occurred:
Purchase of shares
Nature of Interest:
Direct Interest
Consideration:
No of Shares Held After Changes:
Direct : 29,911,700 shares (6.1000%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 29,911,700 shares
Remarks:
N/A
Submitted By:
Chua Siew Chuan
21/01/2008 04:45 PM |
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发表于 21-1-2008 06:14 PM
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发表于 21-1-2008 09:01 PM
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原帖由 弹煮 于 19-1-2008 11:53 PM 发表
最好是像你所说的咯,我好久没有股票回本鸟
你在什么价位买的呢?如果是上回你买的价位,你会卖掉吗? |
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发表于 21-1-2008 09:04 PM
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原帖由 cocoloco 于 21-1-2008 06:14 PM 发表
可能一开市 就跳到RM1.50 -RM1.65
现在的股市天天都在跌 Ramunia一开市是否可以逆流而上呢?
如果持有Rumunia的股友,会趁这时候套利吗? |
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发表于 21-1-2008 09:12 PM
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回复 235# kingsimon 的帖子
大户更加头痛......... |
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发表于 21-1-2008 09:28 PM
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回复 236# publicpang 的帖子
如何说呢?
大户应该在消息出之前,在低价位买了吧 |
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发表于 22-1-2008 09:07 AM
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发表于 22-1-2008 09:35 AM
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发表于 22-1-2008 12:22 PM
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1。 对于这消息而言,其实对ramunia来说是好事,因为有新的业务注入ramunia里面,虽然ramunia需要再借钱,但是,ramunia却因此而壮大业务,增加以后的赢利收入。但,相对的cost也会提高很多。
2。 新的大股东进入,可能对疲弱的ramunia管理层来说是新的尝试,也可能会有新的方向和管理方针,应该可能会重组和减低ramunia的费用。
只要今晚美国反弹,明天股市反弹的机会也会很高,毕竟已经跌了很多天了。 这也会使ramunia回升
ramunia目标价在1。4-1。5之间。warrant的应该可以去到0。8-0。9之间吧。如果万事具备的话。。。
ramunia加油! |
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