Ivonne Stalls
liked
The AIRPORT takeover case was undervalued or blocked by minority shareholders
$AIRPORT(5014.MY$Major shareholders' proposals to privatize purchases may be opposed by minority shareholders.
According to a Bloomberg report, Northcape Capital Private Limited believes that the proposed purchase price proposed by the major shareholder planning to privatize the airport may be opposed by shareholders due to lower valuations.
Northcape Capital holds 1.7% of the airport's shares, and its fund manager Ross Cameron indicated that the acquirer might need to revise the offer.
“This purchase offer is opportunistic, and stakeholders may face the risk of not being able to reach the 90% threshold required for the company to go public. ”
On the 15th of this month, a consortium formed by Khazanah (Khazanah), the majority shareholder, announced that it would sell the remaining shares in the airport at a price of RM11 per share. The offer was proposed at a time when revised franchise terms and extended operating agreements provided airport operators with better profit prospects.
According to information, members of the consortium also include the Employee Provident Fund Authority, the US Global Infrastructure Partnership (GIP), and the Abu Dhabi Investment Authority (ADIA).
However, after the self-purchase proposal was released, Malaysia Airport's stock price did not rise but fell. Compared with the closing price last Tuesday (14th), it is now down about 3%.
On the other side, many analysts recommend that investors accept offers.
Guo Max (transliteration), an analyst at Macquarie Capital Securities, said that considering airport stock prices, over the past 6 months...
$AIRPORT(5014.MY$Major shareholders' proposals to privatize purchases may be opposed by minority shareholders.
According to a Bloomberg report, Northcape Capital Private Limited believes that the proposed purchase price proposed by the major shareholder planning to privatize the airport may be opposed by shareholders due to lower valuations.
Northcape Capital holds 1.7% of the airport's shares, and its fund manager Ross Cameron indicated that the acquirer might need to revise the offer.
“This purchase offer is opportunistic, and stakeholders may face the risk of not being able to reach the 90% threshold required for the company to go public. ”
On the 15th of this month, a consortium formed by Khazanah (Khazanah), the majority shareholder, announced that it would sell the remaining shares in the airport at a price of RM11 per share. The offer was proposed at a time when revised franchise terms and extended operating agreements provided airport operators with better profit prospects.
According to information, members of the consortium also include the Employee Provident Fund Authority, the US Global Infrastructure Partnership (GIP), and the Abu Dhabi Investment Authority (ADIA).
However, after the self-purchase proposal was released, Malaysia Airport's stock price did not rise but fell. Compared with the closing price last Tuesday (14th), it is now down about 3%.
On the other side, many analysts recommend that investors accept offers.
Guo Max (transliteration), an analyst at Macquarie Capital Securities, said that considering airport stock prices, over the past 6 months...
Translated
From YouTube
22
Ivonne Stalls
liked
Operating as a telehealth company, $Hims & Hers Health(HIMS.US$ connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $Hims & Hers Health(HIMS.US$ provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat...
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $Hims & Hers Health(HIMS.US$ provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat...
13
Ivonne Stalls
liked
My trade on Starbucks is horrendous. cuz I trade earning period. never do that.
Starbucks is not making money in their investments in China yet as they had grow their exposure too fast and highly competitive from local brands. not only luckin coffee. many other smaller ones are also cheaper and nicer taste. many localised flavours too.
probably will take another year or 2 to see growth. that's why the stock price crashes last earnings.
but it will come back as the br...
Starbucks is not making money in their investments in China yet as they had grow their exposure too fast and highly competitive from local brands. not only luckin coffee. many other smaller ones are also cheaper and nicer taste. many localised flavours too.
probably will take another year or 2 to see growth. that's why the stock price crashes last earnings.
but it will come back as the br...
6
3
Ivonne Stalls
liked
$Faraday Future Intelligent Electric Inc.(FFIE.US$ I will buy more and hold. Today maybe we withdraw, but we will battle again next week.
6
Ivonne Stalls
liked
$Faraday Future Intelligent Electric Inc.(FFIE.US$ Yesterday, I tried falling 0.3 and not going up to 2.3. Hold on, buy on dips to level your weight
Translated
4