美國銀行向機構投資者,以每股4.2元配售135.09億股建行<00939.hk>H股後,接二連三再有機構投資者大手減持,先有投資者以4.88元,配售7.38億股舊股,其後再有多宗以4.82元,為數2億,5,000萬及1,500萬股的配售大手上板。美國銀行5月12日與Orientmax Capital、國壽集團、國壽<02628.hk>、國壽保險(海外)公司、BOCI Asia及Cairnhill Investments (Mauritius)分別簽訂協議,向上述交易對方,出售上述135.09億股H股。
由於美銀減持股份並無禁售期,市場擔心上述獲配股的機構投資者,或會轉手沽貨獲利,加上沽空金額明顯增加,短線利淡投資氣氛建行表示,美國銀行由於要改善其資本狀況,出售所持已過鎖定期的建行股份,屬於正常市場行為,建行對此表示理解。由於美銀仍持的255億股建行H股,股份禁售期,2011年8月29日才解禁,加上大部份獲配股的機構投資者,包括國壽購入28億股、中銀國際購入22億股。根據建行的公佈,厚樸基金及淡馬錫持股量仍有待證實。
Bilibala's comments:
Because this transaction mainly due to government's capital request on Bank of America after the stress test. Which has nothing to do with the finanical strength and performance of China Cons Bank. It actually give us an opportunity to buy.
5.15.2009
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