Thursday, September 10, 2009

清谈 MahSing 股东分布

今天看到 MahSing 的股价跌了少少,我就好奇的看看 Shareholder 的最新比率:

以下是 2008 年报的数据,股东分布是依照 29 APRIL 2009 的:










很明显的看到最大股东依然是梁海金的所属公司 Mayang Teratai Sdn Bhd, 占有股份 35.72%。接着就是 Amanah Saham (14.709%),Koperasi Permodalan Felda (8.466%), 和 PNB (5.127%) 。

经过最新的买卖战,PNB 已经爬过 Felda 的头了,成为了 MahSing 第三大股东,以下是最新的数据 (10-09-2009)。

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Permodalan Nasional Berhad

Disposed 08/09/2009 115,000
Disposed 11/08/2009 15,000,000
Acquired 06/08/2009 20,000,000
Acquired 30/07/2009 20,000,000
Acquired 02/04/2009 80,300
Acquired 19/02/2009 21,600
Acquired 16/02/2009 176,800
Acquired 20/01/2009 477,100

10/09/2009
Direct (units) : 57,076,901
Direct (%) : 9.06

20/01/2009
Direct (units) : 31,436,101
Direct (%) : 5.014
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Employees Provident Fund Board

Disposed 07/09/2009 129,000
Disposed 08/09/2009 50,000
Acquired 01/09/2009 1,500,000
Acquired 02/09/2009 930,000
Acquired 27/08/2009 940,100
Acquired 28/08/2009 946,600

10/09/2009
Direct (units) : 35,827,100
Direct (%) : 5.687

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Amanah Raya Nominees

Disposed 06/08/2009 20,000,000
Acquired 01/04/2009 94,400
Acquired 19/03/2009 30,100
................
Acquired 08/01/2009 43,900

12/08/2009
Direct (units) : 72,350,151
Direct (%) : 11.48

14/01/2009
Direct (units) : 82,988,151
Direct (%) : 13.236

07/04/2009
Direct (units) : 92,350,151
Direct (%) : 14.72

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最新比率将是:

Mayang Teratai Sdn Bhd (35.72%)
Amanah Raya Nominees ( 11.48%)
Employees Provident Fund Board (5.687%)
Permodalan Nasional Berhad
(9.06%)

四大股东加起来超过 60% 的股份,抛开梁海金的所属公司,另外三大股东加起来接近 27%,所以 MahSing 的股价波动和这三大基金有了密切的关系。

照看三大股东所持有股票的比率,很难相信他们会再增持股份,所以三大基金抛售或保持现有的股份的机率非常的高,增持的机率相比来得低。

如果没有什么特别利好的消息,我觉得 MahSing 的股价将会维持一段时间,所以都可以不看股价了,哈哈哈。

毕竟投资股票要以生意为主,这篇股东论只是参考资料,不必太过在意,我依旧对 MahSing 的业务充满信心。

注明: 我的资料只供参考,我不对任何看了我的文章进行买卖的亏损负责任,买卖自负。