Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Dynamic Holdings 29 HK
27-03-2017, 04:24 PM. (This post was last modified: 27-03-2017, 04:29 PM by opmi.)
Post: #21
RE: Dynamic Holdings 29 HK
On 12 May 2016, the Group (Kaisa) entered into an agreement with a third party to acquire 70%
equity interest in Shenzhen Marine Group Company Limited, a company that holds a parcel of
land for property development in the PRC, for a cash consideration of approximately HK$6.8
billion (approximately equivalent to RMB5.8 billion). As the subsidiary acquired does not
constitute a business, the acquisition was accounted for as acquisition of assets.

KAISA GROUP (01638)
Announcements and Notices - [Final Results]
ANNOUNCEMENT OF ANNUAL RESULTS FOR THE YEAR ENDED 31 DECEMBER 2016

http://www.hkexnews.hk/listedco/listcone...=002757340

https://xueqiu.com/S/00029

老渔2014:
权威资料测算圳华土地价值和达力每股分占38.88港元。
$达力集团(00029)$ 从佳兆业的2015,2016年报上得到消息:2016年5月12日,佳兆业以58亿人民币(68亿港元)购买深圳航运70%的股权(也就是深圳市鸿利金融投资控股有限公司)的全部股份。假设略去深航运其他资产,单就圳华土地而论,佳兆业持有70%*51%的圳华土地资产,则圳华土地资产估值为162亿人民币,190亿港元。达力持有部分则为79.6亿人民币,93亿港元。达力每股分占价值为93亿/2.4亿股本=38.88港元。 (opmi: probably need to deduct 60% for Land Appreciation Tax)

met this 老渔 (SZ native) at the Dynamic AGM last Dec. He led a group of PRCs from xueqiu to attend. those attend the AGM, held about 4.3% of Dynamic.
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

Find Reply
28-03-2017, 11:34 AM.
Post: #22
RE: Dynamic Holdings 29 HK
Opmi,

I can see "16 May 2016 agreement to purchase" is mentioned in Kaisa's Annual Results Report ( 27 March 2017) but I cannot find the same matter reported in Dynamic's Annual Report ( 24 Feb 17 ).

But the shares ( 0029.HK) are rising today.

Find Reply
28-03-2017, 01:26 PM.
Post: #23
RE: Dynamic Holdings 29 HK
(28-03-2017, 11:34 AM)soros Wrote: Opmi,

I can see "16 May 2016 agreement to purchase" is mentioned  in Kaisa's Annual Results Report ( 27 March 2017) but I cannot find the same matter reported in Dynamic's Annual Report ( 24 Feb 17 ).

But the shares ( 0029.HK) are  rising today.

The Kaisa purchase of the holding company of 51% JV stake has nothing to do with
Dynamic 49% stake. So Dynamic has nothing to report.
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

Find Reply


Forum Jump:


Users browsing this thread: 1 Guest(s)
Valuebuddies.com | Return to Top | Lite (Archive) Mode | RSS Syndication | CONTACT US: nas......@valuebuddies.com | | Share Buy-Back | Disclosure of Interest