6月27日是深圳发展银行(“深发展”,SZ000001)“深发SFC2”认股
权证的最后行权日,共行权9539万份,行权率高达91.42%,为该行增加了18.12 亿元的核心资本,显示了投资者对深发展未来良好发展的信心。
“深发SFC2”认股权证系深发展股改时向股东免费派送的,共1.04亿份,行权期为权证存续期的最后30个交易日,行权价格为19.00元,投资者每持有1份“深发SFC2”认股
权证,有权在行权期内以19.00元的价格购买1股“深发展A”的
股票。
截至2008年6月27日交易时间结束时,共计95,388,057份“深发SFC2”认股
权证行权;行权率高达91.42%,其中,深发展的前三大限售股东Newbridge Asia AIV III, L.P.、深圳中电投资股份有限公司、海通证券股份有限公司均全额行权。
“深发SFC2”的行权为该行增加的核心资本达到18.12亿元,反映了投资者对于深发展未来良好发展前景的认同。该行截至2008年第一季度末的核心资本充足率和资本充足率分别为5.71%和8.41%,预计截至2008年第二季度末的核心资本充足率和资本充足率将进一步提高。
据此前该行发布的2008年上半年业绩预增显示,该行上半年度业绩发展良好,即使在宏观经济调控的背景下,净利润同比增长预计仍为85%-95%。在考虑“深发SCF1”认股
权证行权引致股本变动的因素后,基本每股收益预计较去年同期增长68%到77%。其业绩大幅增长的原因在于存贷款的增加、利差扩大、中间收入增加、不良贷款减少以及有效税率的降低。
关于深发展
深圳发展银行是在深圳证券交易所挂牌的首家股份制上市公司(深交所000001),是一家总部设在深圳的全国性银行,总资产人民币4,095亿元。深发展通过其全国18个主要城市的260家网点,为公司、零售和政府部门等客户提供多种金融服务。美国新桥投资集团(Newbridge Asia AIV III, L.P.)拥有16.7%的股份。
Exercise Rate of SDB SFC2: 91.42% Bringing in 1.8 billion Yuan Core Capital June 27 was the last exercise date for call warrants SFC2 of Shenzhen Development Bank. Total of 95.39 million warrants were exercised, recording as high as 91.42% of exercise rate. It has brounght in about 1,812 million yuan core capital to the Bank and shows good confidence of investors for future development of SDB.
SFC 2 call warrants were given to shareholders in conjunction with share reform. 104 mm SFC2 were granted and the exercise period is the last 30 trading days of warrants’ lifetime. The strike price is 19 Yuan at which the warrant holders can buy one SDB stock with one warrant.
As of June 27, 2008, total of 95,388,057 warrants are exercised, namely 91.42% exercise rate. The top three restricted shareholders, Newbridge Asia AIV III, L.P., Zhong Dian and Haitong all fully exercised their warrants.
SFC2 exercise has brought about 1.812 billion core capital to the bank, reflecting investors’ confidence and recognition of SDB future. As end of 1Q, CCAR and CAR were 5.71% and 8.41% respectively. CCAR and CAR are expected to further grow by end 2Q.
The first half result pre release of the bank showed that the business developed well in 1H 2008. Net profit is estimated to growth 85% to 95% YOY despite the macro economic environment. Considering shares increase as result of the first warrant exercise, EPS is expected to achieve 68% to 77% growth YOY. The reasons for the good performance are growth in deposits and loans, improved spread, higher fee income, less NPLs and lower tax rate.
About SDB
Shenzhen Development Bank, the first joint-stock owned company to list on the Shenzhen Stock Exchange (SZSE 000001), is a national bank headquartered in Shenzhen, with RMB 409.5 billion Yuan in assets. SDB provides a broad range of services to commercial, retail, and government customers, through 260 branches and sub-branches in 18 major cities across China. 16.7% of the Bank’s shares are owned by Newbridge Asia AIV III, L.P.