ARB公司(ARBB,7181,主板工业股)PA可博反弹/温世麟
ARB公司(ARBB,7181,主板工业股)的股项自从在11月3日宣布建议进行附加股计划后就暴跌。
该公司母股从11月3日闭市时的27仙,在短短10天内下跌了39%。至上周五闭市时的16.5仙。
该公司的不可赎回可转换优先股——ARB公司PA,也从11月3日的9仙崩盘下跌56%,至上周五收盘的4仙。
ARB公司PA的转换价为20仙。ARB公司PA持有人可以20股转换成1母股,或是以1优先股加19仙现金把优先股行使成为母股。
ARB公司的主要业务是资讯工业,并主打企业资源规划(ERP)和物联网 (IoT)业务。在截至2021年6月底的首半年,ARB公司取得了9625万令吉的营业额,比2020年同期的8869万令吉上涨约8%。
该公司的净利在首半年上涨约5成,达到2310万令吉。值得一提的是,公司盈利增长主要来自高达1271万令吉的负商誉会计盈余。
在建议中的附加股计划,ARB公司计划融资发展其水耕培殖物联网方案业务。该公司建议以1股配1附加股比率发行最多10亿7535万新股,每股发行价暂定为12仙。
在基本情况下,ARB公司预计可通过附加股计划集资7299万令吉。其中5500万令吉用来发展其水耕培殖物联网方案业务。
若以较为值得的现金行使方式,ARB公司PA目前以39.4%的溢价交易。这项类似凭单的ARB公司PA目前的引伸波幅达到46.1%,比母股短期历史波幅低很多。
假设投资者对公司母股反弹有信心,ARB公司PA或是短期的交易工具。由于附加股计划可能需要在半年后才进行,母股反弹或许不会太强。中长期投资ARB公司PA的风险因附加股因素或不低。
●声明:本文作者不持有文中公司股权
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本栏纯属学术上或经验上建议,读者若有兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资方式创造财富。
ARB公司PA
http://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/arb%E5%85%AC%E5%8F%B8pa%E5%8F%AF%E5%8D%9A%E5%8F%8D%E5%BC%B9%E6%B8%A9%E4%B8%96%E9%BA%9F
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