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进入[首长国际吧],看看大家都在谈论什么>>>
华尔街最神秘投行拉扎德现身港股市场。香港联交所公开资料显示,拉扎德公司旗下拉扎德资产管理有限公司(LazardAssetMan-agementLLC)于11月5日和10日连 续买入4574.3万股首长国际企业(00697,HK)股份,进而跻身该公司第四大股东。据《每日经济新闻》统计,拉扎德资产管理最近两笔增持共计买入成本约为3116.5万港元。
拉扎德跻身第四大股东
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央行六大举措加大金融支持力度 原油期货17日收盘创22月新低 罗杰斯:我正投资大陆、台湾农业 摩根大通预计A股3个月内见底 东航南航承认申请注资 尚未批复 美国银行拟闪电增持建行H股 各地保增长 投资总额已逾6万亿 首长国际是“首长系”四家上市公司之一,其他三家上市公司包括首长科技(00521,HK)、首长四方(00730,HK)及首长宝佳(00103,HK)。“首长系”与香港富豪李嘉诚渊源颇深,其集团名称中“首长”二字就分别取自首钢集团和长江实业(00001,HK)的第一个字,目前李嘉诚对上述四家公司均有持股。李嘉诚持有首长国际6.53%的股份位列第六大股东。首长国际目前主要从事钢材制造及销售等业务。
2008年8月5日,这是拉扎德资产管理首度申报持有首长国际超过5%,其后该公司又在8月25日披露增持了166.2万股股份,令持股比例从5.18%提高至6%,而这两次的申报作价分别为2.357港元和1.89港元。不过,随后市场的整体走跌,也令拉扎德资产管理进入“蛰伏期”。
直至两个多月后的11月5日,拉扎德资产管理以每股0.61港元重新介入首长国际,当日该公司共买入3319.6万股股份,涉及资金约2025万港元。两个交易日之后,拉扎德资产管理又申报在11月10日买入1254.7万股首长国际,令其持股量进一步提升至8.05%,并成为公司第四大股东。据《每日经济新闻》统计,拉扎德资产管理最近两笔增持共涉及股份4574.3万股,总买入成本约为3116.5万港元。
股东名次之争异常激烈
在今年10月底之前,首长国际的股东结构相对稳定。公司第一大股东为首钢控股(香港)有限公司(41.14%),第二大股东为ArgepaS.A.(9.99%),第三大股东和第四大股东分别为ZygmuntZaleskiStichting(8.17%)和李嘉诚(6.53%)。
不过,自10月底之后,首长国际第四大股东之争就渐入白热化阶段。先是专挑低价股“下手”的对冲基金Keywise资产管理(香港)公司在10月31日增持了1187万股首长国际,令该基金的持股量达到7.03%,而超越李嘉诚的持股比例,成为公司第四大股东。其后,拉扎德资产管理又在11月初连续增持首长国际,并在11月5日从Keywise手中“夺走”第四大股东之位。目前,拉扎德资产管理与第三大股东的持股比例(8.17%)已经十分接近。
机构股东们的“你争我夺”反映到二级市场,自然就是股价的“水涨船高”。自10月27日开始,首长国际便开始一波强劲反弹,至11月11日,公司股价已经升至0.98港元,较10月26日的0.385港元大幅上涨155%。
分析师指出,推升首长国际股价上扬的因素主要包括:机构股东大举增持以及公司在11月4日宣布入股澳洲铁矿石公司,此外首长国际近期还成为政策受益股,因为投资者预期拥有大量钢铁业务的首长国际将受益于内地加快基础建设的宏观政策。
不过,在首长国际股价大幅飙升之后,里昂证券提醒投资者要及时获利。该行于近日将首长国际的评级从“买入”调低至“沽售”,理由是公司股价已经超越其目标价,相信好消息已经在股价表现中得到反映,目标价依然维持在0.75港元。
背景资料
拉扎德来自华尔街的最神秘投行
1848年,出生于法国的犹太人三兄弟亚历山大·拉扎德、艾里·拉扎德和西蒙·拉扎德每人出资3000美元在美国的新奥尔良创立了拉扎德,主要业务是经营纺织品贸易。不过,公司创建不久便迎来美国历史上有名的“淘金潮”,公司也开始转做黄金交易。至1858年,拉扎德公司将业务拓展到巴黎和伦敦,并于1876年开始全力投入银行业。
难得的是,以纺织品贸易起家的拉扎德公司竟成为近几十年来全球最好的国际投资银行之一,而拉扎德的“独树一帜”也为公司赢得“最神秘投资银行”的称号。“与传统的投行不同的是,拉扎德颇有私募基金的特质”,一位来自华尔街的交易员昨日向《每日经济新闻》表示。
当其他同行大力发展类似IPO承销这样的模式化业务时,拉扎德选择保持专注和神秘;当次级债令华尔街同行们举步维艰之时,未染指自由资金投资业务的拉扎德几乎毫发无损。
【作者:刘小庆 来源:每日经济新闻】 (责任编辑:王小超)
To enter [the head of the International Bar] to see what everyone is talking about>>>
The most mysterious Wall Street investment bank Lazard coming out of Hong Kong equities market. Stock Exchange of Hong Kong public information, Lazard's Lazard Asset Management Company Limited (LazardAssetMan-agementLLC) on Nov. 5 and 10 in a row 4574.3 million to buy the head of the International Enterprise (00697, HK) shares, which Among the company's fourth-largest shareholder. According to the "Daily Economic News" statistics, Lazard Asset Management recently bought two holdings total cost of about 31,165,000 Hong Kong dollar.
Lazard's fourth-largest among the shareholders
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August 5, 2008, which is Lazard Asset Management held by the head of the international reporting for the first time in more than 5%, followed by the company in the Aug. 25 disclosure of holdings of 166.2 million shares, so that the proportion of shareholding from 5.18 % To 6%, which is twice the price of the declaration of the Hong Kong dollar 2.357 and 1.89 Hong Kong dollar. However, the overall market then declined, Lazard Asset Management also entered a "period of hibernation."
After more than two months until the November 5, Lazard Asset Management in Hong Kong dollar 0.61 per share to the head of the international intervention, on the same day the company bought a total of 3319.6 million shares, approximately 20,250,000 of funds related to the Hong Kong dollar. Two days later, Lazard Asset Management also declared in the Nov. 10 million to buy the head of the international 1254.7, its shareholding to 8.05% to further improve and become the company's fourth-largest shareholder. According to the "Daily Economic News" statistics, Lazard Asset Management recently two holdings of shares involving a total of 4574.3 million shares, the total purchase cost of about 31,165,000 Hong Kong dollar.
Shareholders ranking fierce battle
By the end of October this year, before the shareholder structure of the head of the International relatively stable. The company's largest shareholder for Shougang Holdings (Hong Kong) Limited (41.14 percent), the second largest shareholder ArgepaS.A. (9.99%), the third largest shareholder and the fourth largest shareholder of ZygmuntZaleskiStichting (8.17%) and Li Ka-shing (6.53 percent).
However, since the end of October, the head of the international dispute over the fourth-largest shareholder on to become white-hot. Di Jiagu First, a rarity in the world to "strike" of hedge funds Keywise Asset Management (Hong Kong) in October 31 million head of the 1187 holdings of international, so that the Fund's holdings amounted to 7.03 percent, while Li Ka-shing's holdings beyond Proportion of the company's fourth-largest shareholder. Since then, Lazard Asset Management in early November the head of the international holdings in a row, and on November 5 from the hands of Keywise "killed" the fourth-largest shareholder of place. At present, Lazard Asset Management with the third-largest shareholder ownership (8.17 percent) have been very close.
The institutional shareholders, "You fight with each other," reflected in the secondary market, the share price is natural, "a corresponding rise." Since the beginning of October 27, the head of the international wave began rebounding strongly, to Nov. 11, the company's share price has risen to 0.98 Hong Kong dollars, than on October 26 of the Hong Kong dollar 0.385 soared 155 percent.
Analysts pointed out that the head of the international push up share prices rose following main factors: large-scale institutional shareholders, as well as holdings in the company on November 4 announced a stake in Australia's iron ore, and recently became the head of the International Policy Unit benefited as investors have anticipated a large number of The head of the international iron and steel business will benefit from the mainland to speed up the infrastructure of macro policy.
However, the head of the International shares soared after the Lyonnaise Securities, reminded investors to profit in a timely manner. The bank recently to the head of the international rating from "buy" down to "selling" on the grounds that the company's share price has surpassed its target price, I believe the good news is already reflected in share price performance, the target price has maintained at 0.75 Hong Kong dollar .
Background information
Lazard from Wall Street investment bank of the most mysterious
In 1848, was born in France of three Jewish brothers Alexander Lazard, Lazard Allison西蒙拉扎德and 3000 U.S. dollars per person in the United States funded the creation of Lazard in New Orleans, the main business is operating textile trade . However, the company will soon usher in the creation of the United States in the history of the famous "Gold Rush", the company also began to make gold trading. To 1858, Lazard's operations will expand to Paris and London, and in 1876 began to devote themselves to the banking industry.
Rare is that the textile trade Lazard started the company in recent decades has become the world's best international investment banks, Lazard and the "unique" for the company to win "the most mysterious and investment banking". "The vote in line with the traditional difference is that some private equity fund of Lazard characteristics," says one Wall Street trader from yesterday to the "Daily Economic News", said.
When other colleagues to develop a similar IPO underwriters such a model of business, Lazard choose to remain focused and mysterious; when Subordinated Debt difficult to Wall Street colleagues, not to encroach on the freedom of the Lazard investment funds almost intact.
【Author: Liu Xiaoqing Source: Daily Economic News】 (Editor: Wang Chao)
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