Wednesday, 24 June 2015

| 分析 | PAVREIT的20大股东


我之前提过说市场上股份不多,都股份在大股东手里,

先来看看公司截至3月31日的20大股东,
Twenty largest unitholders as per record of depositors as at 31 March 2015: 


No Name of Unitholders No. of Units %
1. HSBC Nominees (Asing) Sdn Bhd
CS Zurich for Qatar Holding LLC
1,082,900,000 35.91
2. Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Lim Siew Choon (432218)
845,325,000 28.03
3. Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Kewi Yong (129118)
281,775,000 9.34
4. Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board
168,978,403
5.60
5. Amanahraya Trustees Berhad
Skim Amanah Saham Bumiputera
107,879,000 3.58
6. HSBC Nominees (Asing) Sdn Bhd
BNYM SA/NV for Newton Asian Income Fund
90,000,000 2.98
7. Kumpulan Wang Persaraan (Diperbadankan) 38,435,800 1.27
8. Citigroup Nominees (Tempatan) Sdn Bhd
Exempt an for AIA Bhd
34,387,500 1.14
9. Cartaban Nominees (Tempatan) Sdn Bhd
Exempt an for Eastspring Investments Berhad
22,506,100 0.75
10.
CIMB Group Nominees (Tempatan) Sdn Bhd
Exempt an for Khazanah Nasional Berhad (VCAM)
13,401,300 0.44
11. Malaysia Nominees (Tempatan) Sendirian Berhad
Great Eastern Life Assurance (Malaysia) Berhad (LSF)
13,340,000 0.44
12. Malaysia Nominees (Tempatan) Sendirian Berhad
Great Eastern Life Assurance (Malaysia) Berhad (Par 3)
13,000,000 0.43
13. Maybank Nominees (Tempatan) Sdn Bhd
Maybank Trustees Berhad for Public Regular Savings Fund (N14011940100)
12,717,000 0.42
14. HSBC Nominees (Asing) Sdn Bhd
BNYM SA/NV for Newton Emerging Income Fund
11,700,000 0.39
15. Citigroup Nominees (Tempatan) Sdn Bhd
Allianz Life Insurance Malaysia Berhad (P)
11,200,000 0.37
16. Pertubuhan Keselamatan Sosial 11,154,400 0.37
17. Mohammed Hussain A A Al-Abdulla 10,000,000 0.33
18. HSBC Nominees (Asing) Sdn Bhd
Six SIS for Liechtensteinische Landesbank Aktiengesellschaft
9,848,400 0.33
19. Amanahraya Trustees Berhad
Amanah Saham Wawasan 2020
9,631,300 0.32
20. HSBC Nominees (Tempatan) Sdn Bhd
HSBC (M) Trustee Bhd for Zurich Insurance Malaysia Berhad (Life Par)
6,709,100 0.22

目前
20大股东包办了92.66%的股票,
前8大股东包办了87.85%的股票,
公司相关人士(1,3,17)一共包办了73.88%,
投资基金及政府机构包办了剩下的18.78%.
没有散户登上20强。
散户持有7.34%
目前总股数3,015,931,000。
市场上流动的股数大约221,400,000股。

有那么多大股东及基金经理看着,我买了也放心。
但是,在鸡哥的出色管理下,如果马来西亚信用被降级了,外资难免会往外逃。

我粗略分析,PAVREIT外资占了近一半的股份。
大约39.94%%掌握在外国公司及外国基金手上(1, 6,14,17,18)
如果出现外资大逃亡,股价难免受创,而且一定不轻。
就是我加码的时候?

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