主题：高盛寻求出售工行30.3亿H股 筹集约19.2亿美元

据美国财经媒体彭博通讯社6月1日报道,高盛集团(Goldman Sachs Group Inc.)正在寻求出售中国工商银行(4.50,0.16,3.69%)(Industrial & Commercial Bank of China Ltd.)的股份来筹集最多148.6亿港元(合计19.2亿美元)。中国工商银行股票在过去两个月里连创新高,涨幅达29%。

　　根据高盛集团今日向基金经理发送的出售文件显示,总部位于纽约的该投资银行计划配售中国工商银行30.3亿股,占工商银行总股本的0.9%,出售价格大约在每股4.8至4.9港元。该配股价较工商银行今日收盘价5.11港元折价最多6%。一位分析家表示,“高盛集团及美国其他银行目前仍然面临着资本紧张的困境,不过情况没有几个月以前那样可怕了。对于高盛集团在这个时候能筹集到一定资金,该举措是非常合理的。”

　　在雷曼兄弟（ Lehman Brothers Holdings Inc. ）倒闭引发信贷市场近乎崩溃之后,高盛集团今年四月发售股票筹集了57.5亿美元,来偿还政府纾困资金。

　　高盛集团驻香港的发言人Connie Ling拒绝对此发表评论。工行董事会秘书表示,“没有公布任何消息。”


【免责声明】上海大牛网络科技有限公司仅合法经营金融岛网络平台，从未开展任何咨询、委托理财业务。任何人的文章、言论仅代表其本人观点，与金融岛无关。金融岛对任何陈述、观点、判断保持中立，不对其准确性、可靠性或完整性提供任何明确或暗示的保证。股市有风险，请读者仅作参考，并请自行承担相应责任。

高盛准备卖给机构投资者，不会对H股造成冲击。相比4月份安联和运通，高盛的卖价上涨了27%。如果机构投资者4.8-4.9港元接盘的话，更有理由看好工行未来的空间。

下面是高盛和工行都未公开评论和声明的消息。即便是真的，对工行没有多大负面影响，就象美国银行减持建行一样。
Goldman Sachs Seeks Up to $1.92 Billion in ICBC Sale (Update2)
Share By Bei Hu

June 1 (Bloomberg) -- Goldman Sachs Group Inc. is raising as much as HK$14.86 billion ($1.92 billion) selling shares in Industrial & Commercial Bank of China Ltd. after the stock jumped 29 percent in the past two months.

The New York-based investment bank is offering 3.03 billion Hong Kong-traded shares, or a 0.9 percent stake in the Chinese bank, at HK$4.80 to HK$4.90 apiece, according to a sale document e-mailed to fund managers today. That’s as much as 6 percent below the stock’s closing price of HK$5.11 today.

Goldman is selling almost the entire stake it’s free to divest under a revised lockup agreement with ICBC. The fourth- largest U.S. bank by market value is asking as much as 27 percent more for its ICBC stock than Allianz SE and American Express Co. got when they sold shares in the world’s biggest lender by market capitalization in April.

“Goldman and other U.S. banks are still facing capital constraints, although the situation isn’t as dire as a few months ago,” said Yang Qingli, a Beijing-based analyst at BOCOM International Ltd. “It’s fairly reasonable for Goldman to take a decent profit at this point.”

The Wall Street firm in April raised $5.75 billion selling shares in itself to repay money received from the government last year after the collapse of Lehman Brothers Holdings Inc. caused credit markets to seize up.

Bank Exodus

ICBC, which has a market capitalization of $220 billion, on March 25 said Goldman committed to hold 80 percent of its almost 16.5 billion shares until April 2010 under a new agreement. A month later, Allianz and American Express sold a combined $1.9 billion of ICBC shares for HK$3.86 apiece.

Beijing-based ICBC has rallied 43 percent since the revised shareholding agreement with Goldman was announced. Goldman joins rival banks including UBS AG, Bank of America Corp. and Royal Bank of Scotland Group Plc in trimming holdings in Chinese lenders that they bought about four years ago, when China’s government was preparing lenders for going public.

Goldman is managing the sale. Company spokeswoman Connie Ling declined to comment. ICBC board secretary Gu Shu said “there’s nothing to be disclosed.”

To contact the reporter on this story: Bei Hu in Hong Kong at bhu5@bloomberg.net



该贴内容于 [2009-06-01 23:48:12] 最后编辑