捉利益：OSKP换OSK

大概看了OSK长长文稿，还有论坛和股友们的留言，OSKP是强制被收购，*没得反对。

如果1000股OSK=1000股OSKP，那么，OSK股价上涨，现有OSKP的股东们就没有那么亏。

毕竟在这之前，OSKP股价一直在OSK之上，而且OSKP是一只金鸡，EPS亮丽，一年10cents股息，还有即将开张的Atria Mall。

再看文稿一段文字；

OSKH proposes to declare and pay a special cash dividend of RM0.15 for every one (1) existing OSKH Share to its existing shareholders whose names appear in the Company's Record of Depositors on the entitlement date.

For the avoidance of doubt, only the existing shareholders of OSKH (excluding the OSKH Shares to be issued pursuant to the Proposed OSKP Acquisition, the Proposed PJD Acquisition, the Proposed OSKP Offer and the Proposed PJD Offer) are entitled to the special cash dividend pursuant to the Proposed Special Cash Dividend

Based on the issued and paid-up share capital of OSKH as at 19 September 2014 of 950,960,819 OSKH Shares (excluding 18,097,253 treasury shares), the Proposed Special Cash Dividend will involve a total payment of up to RM142,644,123.

那么，占最大利益的还是OSK现有股东，可以获得特别股息和凭单。

而转换股的股东们就只得1000股OSKP换1000股OSK。

更多讨论： 5053 OSK 僑豐控股

当OSK以RM2 收购每股OSKP，RM1.60收购 PJ Dev， 两家都是EPS漂亮，未来前景摆明会更好的公司。

站在今天的位置去看收购对OSK等于加强能力。

那么，歪歪到底要选择继续留守OSKP=OSK，还是直接转换到OSK，以便还可以获得特别股息和凭单？

如果OSK股价高涨，歪歪不用卖出OSKP，就能用股价已经跌到RM2的OSKP来换取股价已经上涨的OSK。

然而，当看到OSK转绿为红，两家公司股价相差无几，歪歪决定不要在乎那几仙的差别，放了OSKP，去捉住OSK利益。

天~第一次遇到这样的事，硬生生被迫廉价卖出好公司股份。

竟然摆明“大石砸死蟹”， 就让自己站在大石头的位置，看看有没有另一个突破。

或许，应该这么想，来到这个OSKP廉价价格，歪歪卖出还是属于套利，就只是少赚了钱，而不是亏本卖出，算是不幸中大幸了。

老规矩；

本部落格一切言论和资料纯粹是我本人个人的参考记录, 绝无任何买卖建议. 任何人因看此部落格的文章而造成任何投资损失, 恕不负责.


文稿重要资料；

Proposed mandatory （强制性）take-over offer by OSKH to acquire the remaining 63,559,672 OSKP Shares ("OSKP Offer Share(s)"), representing approximately 26.4% of the issued and paid-up share capital of OSKP (excluding 3,172,800 treasury shares) at an offer price of RM2.00 per OSKP Offer Share to be satisfied either for a cash consideration or for a share exchange offer of OSKH Shares issued at an issue price of RM2.00 per OSKH Share based on an exchange ratio of one (1) OSKH Share for every one (1) OSKP Offer Share held and the remaining 105,471,442 OSKP Warrants C 2012/ 2017 ("OSKP Offer Warrant(s)") at an offer price of RM1.00 per OSKP Offer Warrant to be satisfied entirely by cash ("Proposed OSKP Offer");


Proposed voluntary take-over offer by OSKH to acquire the remaining 308,351,543 PJD shares ("PJD Offer Share(s)"), representing approximately 68.3% of the issued and paid-up share capital of PJD (excluding 4,778,300 treasury shares) at an offer price of RM1.60 per PJD Offer Share to be satisfied either for a cash consideration or for a share exchange offer of OSKH Shares issued at an issue price of RM2.00 per OSKH Share based on an exchange ratio of four (4) OSKH Shares for every five (5) PJD Offer Shares held and the remaining 213,458,972 PJD Warrants C 2010/ 2020 ("PJD Offer Warrant(s)") at an offer price of RM0.60 per PJD Offer Warrant to be satisfied entirely by cash ("Proposed PJD Offer");


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*看看雨文的文章《收购程序，知多少？（第一篇）》，如果大股东没有90%的票，收购案还有机会被告吹。

所以，要不要继续持有OSKP等下去，就自己拿捏。：）

如果OSK顺利收购OSKP，那么，现有OSK股东们获益最大。

如果OSK收购OSKP失败，不排除OSK股价会因此见红。

所以，请自己做选择。

参考：ah boon《寒冬还被泼冷水》


也许你也有兴趣阅读以下文章；

15102014：对OSKP股东太不公平

 16102014 ：如果OSKP等于OSK

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