Xinhua holdings intends to continue to increase the Beijing bank does not seek control-denka

Hualian holdings intends to continue to increase the Bank of Beijing does not seek to control the release of the Bank of Beijing in October 13th, "the report of changes in the Bank of Beijing Limited by Share Ltd simple equity" (hereinafter referred to as the "report") and "major shareholders holdings of shares plan announcement" two announcement, disclosure of a card for further, to continue to increase, control right. "Information disclosure obligation" (New Hualian Holdings) in addition to the stock holdings, in the next 12 months, will be based on the overall situation of the securities market, and the development of Beijing bank and its stock prices and other factors, intends to continue to increase the holdings of not less than 0.01% of Beijing bank shares." In the above-mentioned report, it is pointed out that. Meanwhile, the daily economic news reporter found that a quarterly Beijing bank, the new Hualian Holdings has not yet appeared among the top ten shareholders, and the two quarter of the holdings of 625 million shares of the bank, the shareholding ratio of 4.93%, jumped to the fourth largest shareholder of Beijing bank. In October 11th, the new Hualian holdings through the two tier market holdings of the A shares of 14464000 shares, accounting for 0.10% of the total shares of the company, the shareholding ratio will be further upgraded to more than 5%. "New Hualian" started from international trade, and has become a large modern enterprise group covering real estate, mining, petroleum, chemical, investment, finance and other industrial sectors, and finance is not its main business. We believe that the new Hualian Holding Co., Ltd. placards Beijing bank should belong to the financial investment behavior, and there is a relatively large interest law accounting appeal." China Merchants Securities Bank Group analyst said. The analyst further pointed out that, at present, there are two ways to achieve the path to achieve the equity method accounted for, but the two way, the new Hualian holdings are further: first, the shareholding ratio increased to more than 20% direct implementation is accounted for using the equity method; second, the Bank of Beijing to obtain board seats, to Beijing banks can also achieve significant impact is accounted for using the equity method, but the existing shareholders’ stake in the support board seats are difficult to obtain. Huatai Securities Luo Yi also believes that the value of the bank license, dividend rate, low valuations, high ROE characteristics are attracting large capital admission, this logic is gradually verified, and equity dispersed, relatively small market value of city commercial banks will become the first choice. Industry capital and insurance information management of the two categories of funds for the layout of bank stocks prelude has been opened, is expected to continue to have funds for continued holdings, incremental capital admission into the plate into kinetic energy. What is worth mentioning is that the above-mentioned report also emphasizes that the new Hualian holding company does not seek control over the Bank of Beijing. In fact, according to the Bank of Beijing can be seen in the semi annual report, 10 non independent directors of the Bank of Beijing in the existing 6 shareholders directors, namely: ING BANKN.V. (3 board seats), Beijing Huayuan Group Limited (the shareholding ratio of 1.07%, 1 board seats), Albert Henderson communication technology Co. the company (1 board seats), group company (1 board seats). Among them, "Albert Henderson Communication Technology Co., Ltd. and hi tech group company is not in the top ten shareholders, we expect after several dilution and reduction; 新华联控股拟继续增持北京银行 不谋求控制权 10月13日,北京银行发布《北京银行股份有限公司简式权益变动报告书》(以下简称《报告书》)和《主要股东增持股份计划公告》两个公告,对举牌一事进行进一步披露,涉及到继续增持,控制权等。 “信息披露义务人(新华联控股)除本次股份增持外,在未来12 个月内,将根据证券市场整体状况、并结合北京银行的发展及其股票价格情况等因素,拟继续增持不少于0.01%的北京银行股份。”上述《报告书》中指出。同时,《每日经济新闻》记者梳理发现,北京银行的一季报中,新华联控股还未出现在前十大股东之中,而二季度增持了该行6.25亿股,持股比例为4.93%,跃居北京银行第四大股东。10月11日,新华联控股通过二级市场增持该行A股股份14464000股,占公司总股份的0.10%,将持股比例进一步提升至5%以上。“新华联由国际贸易起步,已成为涵盖地产、矿业、石油、化工、投资、金融等多个产业板块的大型现代企业集团,金融并非其主营业务。我们认为新华联控股有限公司举牌北京银行应属于财务投资行为,并且存在比较大的权益法入账诉求。”招商证券银行组分析师表示。该分析师进一步分析指出,在目前情况下,想要实现权益法入账有两种实现的路径,但两种方式之下,新华联皆需要进一步增持:其一,将持股比例提升到20%以上直接实现权益法入账;其二,获取北京银行董事席位,能够对北京银行实施重大影响也可实现权益法入账,但在目前的持股比例下获得现有股东支持获取董事席位存在较大难度。华泰证券罗毅亦认为,银行牌照价值、股息率高、估值处于低位、高ROE特点正吸引大资金大举入场这一逻辑正逐渐得到验证,而股权分散、市值相对较小的城商行则会成为首选。产业资本与保险资管两大类资金对于银行股的布局序幕已拉开,预计后续还将有资金进行持续的增持,增量资金入场为板块注入动能。值得一提的是,上述《报告书》还强调,新华联控股并不谋求对北京银行的控制权。实际上,根据北京银行半年报可以看出,在北京银行现有的10个非独立董事中有6名是股东董事,分别是:ING BANKN.V.(3个董事席位)、北京市华远集团有限公司(目前持股比例为1.07%,1个董事席位)、恒基伟业通讯科技有限公司(1个董事席位)、恒天集团公司(1个董事席位)。“其中,恒基伟业通讯科技有限公司和恒天集团公司并不在前十大股东之列,我们预计经过数次股权稀释和减持两者各自的持股比例已经降至1%以下。新华联目前5.03%的持股比例相对于北京市华远集团有限公司、恒基伟业通讯科技有限公司、恒天集团公司尽管具有显著优势,但新华联是一家民营企业,从其股东结构来看,与北京市国资委(目前直接间接合计持股13.92%)以及其他前十大股东并不具备关联方关系,想要取得现有股东的支持并非易事。”招商证券分析师表示。此外,对于这次拟增持股份的资金安排,来源于新华联控股的自有资金。股市早报,投资前瞻,涨停预测,牛股捕捉,尽在微信号【凤凰证券】或者【ifengstock】 盘后剖析A股走势,指点明日走势,请关注微信号【复盘大师】或【fupan588】 相关的主题文章: