ASTRO公司（ASTRO,5076,主板貿服組）週一（3月15日）午盤宣佈配合重大企業活動而停牌至週三，市場普遍預測是與大股東私有化這間公司有關。
ASTRO公司和東亞衛星全球（MEASAT,3875,主板貿服組）週一股價雙雙高攀，市場揣測，喧鬧已久的“私有化”傳言或成真。
或售虧損印度業務
不過，一些分析員推測ASTRO公司仍有上市必要與長期戰略考量，料私有化可能性不高，反而推斷或涉及脫售虧損的印度業務。
ASTRO公司發表文告說，配合涉及大股東的重大企業活動，該股自週一午盤至週三（17日）停牌，其餘細節則未透露。
該股週一早上走勢突出，一度大漲22仙至3令吉70仙，停牌前最後挂價3令吉56仙，揚升8仙。
東亞衛星全球也不相伯仲，全日揚升10仙至2令吉零9仙，並擠進10大上升股行列。
一名不願透露姓名的分析員說，“之前市場盛傳大股東阿南達可能創造終極通訊公司，包括將東亞衛星全球和ASTRO合併，或全部併入明訊（MAXIS,6012,主板貿服組）旗下。為了達到最終目標，預先將ASTRO私有化並非不可能。”
目前私有化時機恰當
分析員解釋，雖然今年ASTRO公司股價回揚，總回酬已經達到16%，惟相比誘人基本面，股價仍算低估，加上各子公司業務開始穩健，無須太多融資或撥備活動，因此目前私有化時機恰當。
目前，阿南達透過Usaha Tegas持有ASTRO公司約42%股權。
不過，另一分析員則認為，由於ASTRO公司轉播運動賽事的內容成本持續上揚，佔總成本高達36%，加上債務水平逼近20億令吉，私有化可能性不高，反而可能脫售印度電視業務，以融資拓展國內高清電視業務與競標各大賽事轉播權的資金。
標獲英超賽轉播權耗資金
“由於私有化後融資活動比較不容易，加上積極進軍高清電視領域，仍需大筆發展資金，這間公司最終或選擇脫售海外虧損業務來融資。”
他指出，雖然印度Sun DirectTV業務預計兩年後可開始有收入，惟高清業務未來潛力更龐大。
ASTRO是我投资组合里重要一颗棋,目前市场传言很多版本.
我也懒得理会, 停牌3天后.自然会有答案.
是利好还是利空?股价走势偏于看好.
Investing is an art and highly emotional and subjective.
When buying stocks, if your buying decisions are based on"insiders' information or rumours" and not sound analysis, then you are gambling. Many investors enter the market when stocks prices are high (lacking of confidence to enter beforehand when prices were low). Once the stocks market crash, they tend to sell out their shares out of fear and pessimism, swearing to "chop off their fingers" and never enter the stocks market again. If such situation happens, all their previous gains may be wiped out and suffered a loss.
Investing is an art and highly emotional and subjective. Subjectivity is largely controlled by our emotions. There are times when we are optimistic or pessimistic. If we are unable to control our emotional weakness, we are unlikely to become successful investors.
To be successful, you must first understand yourself, in particular your emotions and the degree of pressure you can tolerate.
The investors should also analyse the country's economic prospects together with the earnings outlook of the major listed companies.
It is imperative that you like Mathematics as the sound mathematical knowledge plays a key role in investment.
财富為了实现梦想;而非梦想拥有财富 .
美元对亚洲货币走势图
Investing is an art and highly emotional and subjective. Subjectivity is largely controlled by our emotions. There are times when we are optimistic or pessimistic. If we are unable to control our emotional weakness, we are unlikely to become successful investors.
To be successful, you must first understand yourself, in particular your emotions and the degree of pressure you can tolerate.
The investors should also analyse the country's economic prospects together with the earnings outlook of the major listed companies.
It is imperative that you like Mathematics as the sound mathematical knowledge plays a key role in investment.
财富為了实现梦想;而非梦想拥有财富 .
美元对亚洲货币走势图
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Tuesday, March 16, 2010
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