两凭单折价交易 买盛资可舍母取子
盛资
盛资(SERSOL,0055,创业板)的新凭单盛资WB,在上周三开始在大马交易所上市。该凭单是公司通过红股方式,根据每5股送1凭单的比率派给股东,总共发行1亿1852万单位。
该凭单在上市后,在5仙至7仙之间波动并在上周五以6.5仙结束交易。盛资还有一项凭单盛资WA在上周则以5仙闭市。
盛资母股在过去一个月表现出色,股价从一个月前约10仙价位,上涨了超过8成至上周五闭市时的18.5仙。
盛资主要从事与建筑物、家具、电子和电气产品有关的涂料业务。该公司的主要工厂位于柔佛州,同时在泰国也有业务。
该公司今年曾经宣布多个项目,包括进军电讯,私人包机等服务,并被政府委任大马高级签证计划代理。
成本上涨冲击业绩
截至6月底,,该公司首半年蒙受132万令吉净亏损,较去年同期的23万令吉净利逊色。但首半年营业额却微升至821万令吉。公司在财报中表示,业绩受到原料价格上涨和企业计划费用影响而失色。
盛资目前的两个凭单都以折价交易。这或许和公司母股过去一个月涨幅凌厉有关。旧凭单盛资WA目前以18.9%的负溢价交易。新凭单盛资WB的折价也高达10.8%,但这样的折价情况相信不会维持太久。
若凭单持有人行使凭单成母股,母股的发行数量将增加带来卖压。目前持有母股的朋友应该把股票卖掉,并转持折价高的盛资WA取得无风险套利。
●声明:本文作者不持有文中公司股权
盛资
免责声明
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。
https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E4%B8%A4%E5%87%AD%E5%8D%95%E6%8A%98%E4%BB%B7%E4%BA%A4%E6%98%93-%E4%B9%B0%E7%9B%9B%E8%B5%84%E5%8F%AF%E8%88%8D%E6%AF%8D%E5%8F%96%E5%AD%90
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