【PELIKAN 5231 交流专区】白利金

夜铃

21/10宣佈的proposed right issue把股價大力的拉下馬，哪位專家可以幫忙分析下？

klagigi

百利金國際2.28億‧購歐洲文具商Herlitz 66%
大馬財經 2009-11-07 16:20

(吉隆坡）百利金國際（PELIKAN,5231,主板消費品組）以4500萬歐元（約馬幣2億2790萬1956令吉）向Advent國際收購歐洲文具生產商Herlitz的66%股權。

百利金國際擬收購歐洲文具公司的傳言今日（週六，11月7日）獲得證實，根據文告，百利金國際已與Advent簽署協議，收購這間公司旗下Herlitz股權。

這項總值達4500萬歐元的合約，除包括Herlitz的66%股權，也包括Advent現有的期權與股東貸款，與子公司Molkari Falkensee物流中心。

法國巴黎銀行（BNP Paribas）將擔任百利金國際的交易顧問。

百利金國際已在西歐、南美洲、亞洲市場佔領航地位，這項收購意味這間公司得以把握Herlitz在德國與東歐市場的潛力。

Herlitz於1904年創立，總部位於柏林，自1977年在德國上市，是一家家喻戶曉的文具品牌，其他專屬品牌還有Falken與Susy Card，產品多達1萬2000種。

百利金國際業務拓展迅速，惟在2001年因面臨顯著財務重組，而脫售股權予銀行，儘管如此，位於波士頓的Advent於2005年又購置Herlitz，並展開自願性全面獻購。

Herlitz其後經歷重組業務，並強化產品與財務定位。截至2008財政年，這間公司營業額寫下3億零190萬歐元（約馬幣15億2896萬8897令吉），營運盈利達370萬歐元（約馬幣1873萬8605令吉）。

Herlitz擁有11家海外子公司，生產設備分布波蘭、羅馬尼亞、英國與德國。這間公司首席執行員舒曼表示，公司在過去4年，已精簡業務操作，並增加競爭力，同時投資發展新產品，以強化品牌。

[ 本帖最后由 klagigi 于 8-11-2009 12:51 AM 编辑 ]

klagigi

Pelikan今天休市一天。。有东西宣布。。应该是报纸已经报导的收购案吧。。
人家都还没有正式宣布，报馆就挖到料了。。
明天Pelikan股价应该起不少吧。。

antirm2750s

会吗？
那天还要right issue -.-"

freemansurf

原帖由 klagigi 于 9-11-2009 09:30 AM 发表
Pelikan今天休市一天。。有东西宣布。。应该是报纸已经报导的收购案吧。。
人家都还没有正式宣布，报馆就挖到料了。。
明天Pelikan股价应该起不少吧。。

General Announcement (20091109GA00007)
Company Name	PELIKAN INT.CORPORATION BHD
Stock Code / Short Name	5231 / PELIKAN
Date & Time Announce	09/11/2009 10:41:00 AM
Subject	PROPOSED TAKEOVER OFFER

Content

PELIKAN INTERNATIONAL CORPORATION BERHAD ("ELIKAN" OR "THE COMPANY" (I) PROPOSED CONDITIONAL VOLUNTARY PUBLIC TAKEOVER OFFER BY PELIKAN TO ALL THE SHAREHOLDERS OF HERLITZ AKTIENGESELLSCHAFT ("HERLITZ" (II) PROPOSED ACQUISITION FROM STATIONERY PRODUCTS S..R.L. ("STATIONERY PRODUCTS" OF THE FOLLOWING: (A) 7,198,498 NON-PAR VALUE BEARER SHARES IN HERLITZ ("HERLITZ SHARES" REPRESENTING 65.99% EQUITY INTEREST IN HERLITZ AND 4,802,763 HERLITZ OPTIONS FOR A CASH CONSIDERATION OF EURO ("" 1; (B) RIGHTS AS A LENDER TO A SHAREHOLDER'S LOAN AMOUNTING TO 15 MILLION OWING BY HERLITZ FOR A TOTAL CASH CONSIDERATION OF 1; (C) RIGHTS AS A LENDER TO A SHAREHOLDER'S LOAN AMOUNTING TO 87.8 MILLION OWING BY MOLKARI VERMIETUNGSGESELLSCHAFT MBH & CO. OBJEKT FALKENSEE KG ("MOLKARI" FOR A TOTAL CASH CONSIDERATION OF 45 MILLION; AND (D) 100% EQUITY INTEREST IN GANYMED FALKENSEE GRUNDSTCKSVERWALTUNGS GMBH ("GANYMED" FOR A CASH CONSIDERATION OF 1; AND (III) PROPOSED ACQUISITION FROM HERLITZ PBS AKTIENGESELLSCHAFT PAPIER-, BRO- UND SCHREIBWAREN ("HERLITZ PBS", A WHOLLY-OWNED SUBSIDIARY OF HERLITZ, OF 94.9% OF THE REGISTERED AND PAID-UP SOLE ENTIRE LIMITED PARTNERSHIP INTEREST IN MOLKARI OF 100,000 FOR A CASH CONSIDERATION OF 1 On behalf of the Board of Directors of Pelikan, Maybank Investment Bank Berhad (formerly known as Aseambankers Malaysia Berhad) wishes to announce that th Company proposes to undertake the Proposals (as defined herein), details of which are set out in the attachment. This announcement is dated 9 November 2009. You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com .

报馆其实蛮强下

cheer

KUALA LUMPUR: Pelikan International Corp Bhd, a stationery and writing instrument manufacturer, aims to increase its turnover to RM5 billion per annum by 2012, mainly via acquisition of strategic companies, just after it proposed a RM227 million (45 million euros).

Pelikan said on Monday, Nov 9 it was acquiring a 66% stake in Herlitz AG and Falkensee Logistics Centre and its related assets for RM227 million and the corporate exercise was expected to be finalised by eyar-end.

Established in 1904, Herlitz, listed on the Frankfurt Stock Exchange, is a leading manufacturer and distributor of office stationery and paper products in Europe

" This acquisition is in line with our group strategy to increase business volume through expansion of new products and distribution channel," Pelikan president and chief executive officer Loo Hooi Keat was quoted by Bernama as saying.

The group's merged turnover will be close to RM3 billion per annum. " We want to increase our turnover to one billion euro (RM5.04 billion) over the next two to three years. We need that kind of volume," he told a press conference.

He declined to reveal further acquisition plans.

Pelikan had also made a general offer for the remaining 34% in Herlitz shares, which brings the total cost to RM262.08 million.

However, he was not sure if the offer will be taken by shareholders as Herlitz share price has jumped to 3.25 euro from 1.50 euro previously.

"After the announcement was made on Friday, it jumped to 3.25 euro. Our offer price is 1.85 euro per share. When we negotiated the deal, the share price was only at 1.50 euro. So, I wonder if people will take our offer."

Asked if the offer price will go up, he said: "We will stick to 1.85 euro."

Loo said it will increase products and distribution channels, thus enabling management and staff of both entities to broaden the revenue base through cross-selling opportunities.

" There will be larger potential for more product innovations, global branding and new market penetration," he said.

The acquisition, he said, would also result in cost-saving, amounting to RM100 million next year, from co-branding, marketing and sales position and integration of Pelikan's logistics facilities into Falkensee. - Bernama

klagigi

Pelikan eyes RM5b revenue by 2012By Hamisah Hamid
hamisahhamid@nstp.com.my
2009/11/10

The stationery maker aims to achieve the target through both regional and international mergers and acquisitions
Stationery maker Pelikan International Corp Bhd expects to hit RM5.05 billion in revenue by 2012, through mergers and acquisitions (M&As).

Its president and chief executive officer Loo Hooi Keat (picture) said the company is aiming at both regional and international M&As, but did not elaborate.

The main market-listed company, which posted revenue of RM1.3 billion last year, is anticipating its combined revenue to reach RM3 billion when it finalises the proposed acquisition of 66 per cent stake in Herlitz AG and its assets by year-end.

“We need to have economies of scale,” he told a media conference to announce the acquisition in Kuala Lumpur yesterday.

Pelikan, a 171-year-old German stationery brand, is acquiring 7.2 million shares in Frankfurt Stock Exchange-listed Herlitz, together with its Falkensee logistics centre and related assets, from Stationery Products Sarl, a wholly-owned subsidiary of global private equity firm, Advent International.

Loo said the purchase will cost Pelikan e45 million, while the voluntary general offer of the remaining 34 per cent stake in Herlitz will cost another e7 million.

The purchase price is at a 50 per cent discount to net asset, given the net assets of Herlitz and its property worth e104.5 million as at December 31 2008.

“If we take into account the property cost, which was built in 1994 for e175 million, it is a tremendous discount,” he said, adding that only a fifth of the 40ha land, which houses the Falkensee logistics centre, is currently utilised. e40 million will be financed from bank borrowings and the rest from internal funds.

Loo said the acquisition of Herlitz, Europe’s second leading stationery maker after Pelikan, will also result in over RM100 million cost savings from marketing and sales activities, co-branding as well as the integration of Pelikan’s logistics facilities into Falkensee.

He said by June next year, Pelikan will close its three logistics centres in Germany and move into the Falkensee logistics centre in Berlin that has two fully automated warehouses.

“We are not looking at retrenching our people (following the merger of logistic facilities), but we will retain them to support our expansion,” he said.

Loo said Pelikan has made a general offer for the remaining 34 per cent Herlitz shares with an offer price of e1.85 per share.

“After the announcement was made on Friday, it jumped to e3.25. When we negotiated the deal, the share price was at e1.50,” he said, adding that as of now, Pelikan will stick to e1.85 per share for the general offer.

Loo said synergies from the acquisition will result in a more comprehensive product range.

Founded in 1904, Herlitz is a leading manufacturer and distributor of office stationery and paper products in Europe and has strong market position in Germany and eastern Europe.

Yewlili

死红龙和klagigi Pelikan 大赚了都不和我分享。:@
你们都卖完YTLPOWER 了吗？

klagigi

原帖由 Yewlili 于 12-11-2009 10:04 AM 发表
死红龙和klagigi Pelikan 大赚了都不和我分享。:@
你们都卖完YTLPOWER 了吗？

哇。。你是潜水潜到哪里去了，那么久没有上来CARI。。以为你去长旅行。

红龙就ho seh咯。。赚的都是万万声的。。我只是鸡碎酱多而已啦(纸上盈利)，买的数量不多。。

YTLPOWER哪里可以卖的，组合里的护身符来的。。。

ler8807

pelikan好像有发附加股对吗？有人会买吗？

ler8807

有人会买他的附加股吗？

klagigi

原帖由 总司令 于 12-11-2009 04:22 PM 发表
Pelikan董事长自己买入六万股吗？为什么需要公布？是吉是凶？

为什么不需要公布？

klagigi

原帖由 ler8807 于 12-11-2009 09:12 PM 发表
pelikan好像有发附加股对吗？有人会买吗？

你是在问谁喔。。。自言自语啊？！

知道附加股的价钱是多少吗？！

firehawk

很怕发附加股 。。。

怕拿了钱之后，股价一去不回头。

红龙

原帖由 Yewlili 于 12-11-2009 10:04 AM 发表
死红龙和klagigi Pelikan 大赚了都不和我分享。:@
你们都卖完YTLPOWER 了吗？

我的YTL－POWER卖完很久了。。。。PELIKAN也已经买卖了很多次。。。现在手头上只有ＱＬ，ＨＡＲＴＡ，ＧＡＢ，ＬＰＩ 和 ＰＢＢ而以。
幸好卖完ＹＴＬ－ＰＯＷＥＲ了，它真的太慢了，实话实说，不好生气喔

红龙

原帖由 klagigi 于 12-11-2009 03:34 PM 发表

哇。。你是潜水潜到哪里去了，那么久没有上来CARI。。以为你去长旅行。 红龙就ho seh咯。。赚的都是万万声的。。我只是鸡碎酱多而已啦(纸上盈利)，买的数量不多。。YTLPOWER哪里可以卖的，组合里的护身符来的 ...

我也很少来ＣＡＲＩ了，你要找我可以在另外一边找到我
赚多赚少都不要紧，最重要是有赚嘛

[ 本帖最后由 红龙 于 16-11-2009 05:44 PM 编辑 ]

klagigi

原帖由 红龙 于 16-11-2009 05:39 PM 发表

我的YTL－POWER卖完很久了。。。。PELIKAN也已经买卖了很多次。。。现在手头上只有ＱＬ，ＨＡＲＴＡ，ＧＡＢ，ＬＰＩ 和 ＰＢＢ而以。
幸好卖完ＹＴＬ－ＰＯＷＥＲ了，它真的 ...

羡慕你资金够多。。几时买，几时卖，买什么股都自由自在。。

klagigi

原帖由 红龙 于 16-11-2009 05:43 PM 发表

我也很少来ＣＡＲＩ了，你要找我可以在另外一边找到我
赚多赚少都不要紧，最重要是有赚嘛

我知道你逛哪里比较多啦~ 每天都在那边看到你show off

是我跟Yewlili讲的，不然他都不知道你在哪里。。

傻人最有傻福

Entitlements (Notice of Book Closure)

Reference No MI-091222-64923

Submitting Merchant Bank	:	MAYBANK INVESTMENT BANK BERHAD
Company Name	:	PELIKAN INTERNATIONAL CORPORATION BERHAD
Stock Name	:	PELIKAN
Date Announced	:	23/12/2009

EX-date	:	06/01/2010
Entitlement date	:	08/01/2010
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Rights Issue
Entitlement description	:	RENOUNCEABLE RIGHTS ISSUE OF 169,627,220 NEW ORDINARY SHARES OF RM1.00 EACH IN PELIKAN INTERNATIONAL CORPORATION BERHAD ("PELIKAN" OR "COMPANY") (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM1.10 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY TWO (2) EXISTING ORDINARY SHARES OF RM1.00 EACH HELD IN PELIKAN AS AT 5.00 P.M. ON 8 JANUARY 2010
Period of interest payment	:	to
Financial Year End	:
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Tricor Investor Services Sdn Bhd (formerly known as Tenaga Koperat Sdn Bhd) Level 17, The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Malaysia Tel: 03-2264 3883
Payment date	:
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	08/01/2010
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	:	06/01/2010
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)	:
Entitlement indicator	:	Ratio
Ratio	:	1 : 2
Rights Issues/Offer Price	:	1.1
Remarks :
The Abridged Prospectus ("AP"), together with the Notice of Provisional Allotment ("NPA") and the Rights Subscription Form ("RSF") will be despatched to the shareholders of Pelikan whose name(s) appear in the Register of Depositors on the Entitlement Date ("Entitled Shareholders") not later than two (2) market days from the Entitlement Date. The AP together with the NPA and RSF will not be despatched to shareholders with a registered address outside Malaysia unless they have provided an address in Malaysia for the delivery of the AP, together with the NPA and RSF by the Entitlement Date. Alternatively, such shareholders may choose to collect the AP together with the NPA and RSF from the Share Registrars of the Company at the address stated above.

© 2009, Bursa Malaysia Berhad. All Rights Reserved.

klagigi

今天RM1.46闭市。。明天是ex-date。。明天开市价应该会是RM1.34。。{:2_78:}