Jakel入股, CYPARK 5184 CYPARK RESOURCES BERHAD股价飙涨
Cypark(5184,主板工业股)在12月最后一个交易日公布的2022财政年末季业绩不理想,净利暴跌79.1%,心想新年开市后的股价应该会直线下坠。不料,Cypark在周二(1月3日)交投活络,全日上扬5仙,以52仙闭市,原来市场盛传Jakel Group将成为这家公司的单一最大股东。稍早前,Cypark就计划配售1亿7894万新股或相等于30%股权,每股发售价定于38仙,预计将筹资大约6800万令吉。接着Cypark在1月4日发文宣布,Jakel Capital透过私配活动,以6710万令吉认购了1亿7664万新股,直接或间接持有27.33%股权崛起成为最大股东,印证了市场传闻。公司指出,Jakel集团将是新的战略性土著股东,有助公司保持着由土著控制的上市公司地位,并成为长期投资者。在强大土著投资者的入股支持下,进一步优化其市场战略地位,增加股东基础,扩大和增强在本地和区域的业务表现。
Jakel集团是本地知名服装零售商,也涉及产业领域,由四兄弟领航,分别为Datuk Seri Mohamed Faroz Mohamed Jakel(执行董事)、Datuk Mohamed Nizam Mohamed Jakel(首席营运员)、Mohamed Izani Mohamed Jakel以及Luqman Mohamed Jakel。这四兄弟的名字也时常出现在本地上市公司的股东名单上面如下:
- Sedania Innovator Bhd(0178,创业板电讯媒体股)
- G3 Global Bhd(7184,主板消费产品服务股)
- TH Heavy Engineering Bhd(7206,主板能源股)
- Parlo Bhd(0022,创业板消费产品服务股)
- Dataprep Holdings Bhd(8338,主板科技股)
- One Glove Group Bhd(5079,主板消费产品服务股)
Jakel集团解释了为什么他们投资Cypark的原因。首先Cypark的本益比仅为8.5倍,远低于其他同僚的20倍,认为当下的Cypark估值诱人。其次,Cypark有强大的基本面,是再生能源领域的佼佼者,非常符合ESG投资理念。另外,公司也具备丰富经验和成熟技术,预计能够在接下来的能源转型趋势当中攫取更多机遇。随着新股东的加入驱动Cypark量价齐升,1月6日以65仙挂收,是自去年5月份经历股价暴跌事件后的最高水平。
事实上与半年前相比,Cypark的基本面并没起太大变化,然而新投资者入股加强了市场信心因此受到买盘热捧。话说回来,去年管理层曾信誓旦旦,有信心两座太阳能发电厂和垃圾转能源厂房将在去年底之前投入运作,结果至今仍是处于最后阶段尚未正式启用。不过根据最新业绩报告指出,位于吉打的49兆瓦太阳能发电厂于去年1月起正式商业营运,并在末季开始收到第一笔入账,公司将产生持续性收入。如今资金雄厚的Jakel顺利入股对Cypark来说是及时雨,随着新的资金到位,公司现金流不足的窘境得到缓解。当然对现有投资者来说并不乐见私下配售活动,因为新股增加等于稀释了每股盈利。但站在公司立场来看,如果这笔资金能够得到善用,加强公司的财务状况并确保现有大型项目能够顺利如期完成,未来将能提供获利和现金流,这也符合长期投资者的利益。
Jakel集团入股在短期内有助重塑投资者信心,并一举扫除市场的不利传言。然而必须提醒的是Cypark在去年10月21日宣布其外部审计师Baker Tilly已提交辞呈,至今仍未公开委任新的外部审计师的进展。Cypark提呈2022财政年的审计报告的截止日为2月底,因此留给他们的时间也不多了。如果公司无法如期提呈审计报告,势必会对其名声和股价造成新一轮的冲击。
https://investalone.blogspot.com/2023/01/Jakel-Cypark-largest-shareholder.html
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