报业控股重组,把媒体业务送掉,是不是对小股东大利空呀,大家投反对票吧

安家东盟号  •   •  4698 次浏览

新加坡报业控股将重组媒体业务,将它转入新成立的全资子公司SPH Media,这家子公司将自成一个独立的非盈利单位,通过从公共、私人或慈善领域获得的资金来支持经营。

报业控股将寻求股东支持,把SPH Media脱离成为非盈利机构,以担保有限公司(Company Limited by Guarantee)的方式运营。如果决议得到股东批准,将意味着媒体业务将下市,通过公共与私人资金来支持经营,而报业控股也不再是媒体公司。
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47 条回复
  • #1

    看完标题进来,我是被楼主的标题吓到了小米留自己

  • 安家东盟号 楼主
    #2

    感觉是大利空 不知道大佬们怎么看

  • #3

    这应该是对股东有利吧?剥离了不赚钱的媒体出版业务,报业控股就能改名成其他名字然后名正言顺的搞房地产搞加密货币搞各自来钱快的金融投资。

    至于媒体,出版,记者们,给他们一笔钱然后自生自灭,再不济也有政府救济,话都放出来了:这是李光耀亲自交棒的业务,不准倒闭。

  • #4

    这个和市场环境以及各人视角有关牛市利好,熊市利空
    多头看多,空头看空
    一个事实,各自解释
    既是事实,不需解释

  • #5

    比如改成SBHsuper blockchain holding
    就一定大赚。。。。
    呵呵

  • #6

    看sph CEO回答记者问了么?哈哈哈

  • #7

    就你能没看一堆blockchain跌成屎了?

  • #8

    hahaha虎摸热死
    不见米国一个兽医用品公司改名涨了几十倍?
    这个世界没有脑,等待超级人工智能。。。

  • 安家东盟号 楼主
    #9

    那个CEO让人无语 今天大跌开盘

  • #10

    原来报业控股股价才一块多?好久不看了
    记得以前它是大蓝筹。。。。

  • shearwater
    #11

    对小股东而言,确实不公但显然又不能参照阿里收购南华早报的模式脱售传统媒体, 将新加坡重要媒体的控制权落入外企的手中。
    如今股东出资剥离“不良资产”, 成立非盈利公司, 从道义上保存了媒体的独立性,但 对现有的股东而言, 将重要资产剥离还要重金附送, 怎会心甘。 SIAS 是否也应该出面, 尽量保护中小股东的利益。

  • 安家东盟号 楼主
    #12

    老兄说了句公道话 这个算是嫁女儿一份礼金没收还贴嫁妆

  • bobo1318
    #13

    那个cna的同行记者第一个问题有点歪,直接质疑了sph媒体报道的完整中立性。ceo还是可以的跳出来defend自己人,虽然说话太难听。大家奚落他也就是想笑话下新加坡的各种paper general的素质,不过他NOL的黑历史实在太差。

  • #14

    你的理解是错误的如果用你嫁女儿的比喻来说的话,
    你女儿嫁的是个烂赌鬼,现在政府把他收进了管教所还让他和你女儿离婚,还管饭,这对你女儿是好还是坏?
    报业是个夕烟工业,随着新媒体的出现已经日落西山,没救了。
    你要投票反对,就是你要和这条铁塔尼号一起沉没,这是你要的结果?
    谈马希一直在给报业控股输血,现在直接了断,是对3方都好的方法

  • #15

    新加坡政府管得太多了,造成一些人整天认为只要是谈马希控股的公司就没有风险不会倒闭所以在谈马希对一些资产进行合理的分配是被你说成是“侵犯中小股东的利益“
    要知道投资没有中小股东之分,当你投资一家公司时,所有的股东都是一样的,风险和利益是平等的。
    公司无利可图,要谈马希一直输血是没有道理的。
    记得所有的投资都是有风险的,没有承担风险的能力最好不要投资股市

  • shearwater
    #16

    你可真是 张口就来大股东侵占中小股东利益的按理数不胜数, 你居然还在那天真的说风险利益平等,也真是无语了。 另外,谁告诉你 temasek 是 SPH 的大股东? 莫名其妙

  • dera
    #17

    系统提示:该帖标题已被删除系统提示:该帖正文已被删除

  • shearwater
    #18

    弃如敝屣将海峡时报, 联合早报等狮城久负盛名的媒体倒贴剥离, SPH彻底沦落成了一家二流房地产公司,还美其名曰剥离不良资产,真是神操作了。

  • #19

    sph=Singapore property holding?没毛病啊?

  • hongmeng
    #20

    层主太厉害了,政府这么隐秘的阴谋都能看出来层主必须为了广大中小股民的利益带领大家投反对票。
    层主必须是带头大哥了,喊声大哥

  • #21

    大将军高明啊!

  • hongmeng
    #22

    皇上更英明威武

  • 安家东盟号 楼主
    #23

    大家都投反对票吧 这个操作太笨蛋了

  • shearwater
    #24

    替罪羊已经浮出水面这哥们还不引咎辞职?
    SPH CEO Ng Yat Chung's 'umbrage' reaction 'unfortunate': K Shanmugam
    Sat, 8 May 2021, 5:51 pm
    SPH CEO Ng Yat Chung at a press conference on 6 May 2021 announcing SPH Media's restructuring. (SCREENCAP: Weixiang Lim/Facebook via The Straits Times/YouTube)
    SPH CEO Ng Yat Chung at a press conference on 6 May 2021 announcing SPH Media's restructuring. (SCREENCAP: Weixiang Lim/Facebook via The Straits Times/YouTube)
    SINGAPORE – The "take umbrage" reaction of Singapore Press Holdings (SPH) chief executive officer Ng Yat Chung when SPH's editorial integrity was questioned recently at a press conference it called for was "very unfortunate", said Law and Home Affairs Minister K Shanmugam.

    Speaking on the sidelines of a community event on Saturday (8 May), Shanmugam said to local media that "Mr Ng’s reaction and the way he answered the question... was very unfortunate," according to a report by Today.

    "His outburst can be described in stronger terms. But I want to be careful and understated, because SPH is a listed company (with) shareholders, management, and I need to be careful," he added.

    Ng's comments have since gone viral, with multiple businesses taking advantage of the furore to promote their products and services.

    At the press conference on Thursday, SPH announced that it will be moving its media business into a not-for-profit entity, which will eventually be restructured into a company limited by guarantee. This will allow it to receive funding from private and public sources, including extra financial support from the government.

    The move to restructure SPH's media business comes as its core segment's revenue and profit continued to plunge amid falling advertisement revenue.

  • BenXia
    #25

    现在很多网民在呼吁他辞职了 有些军队出来的老板不太会说话办事有点像当时选举时PAP推选出来的那个吉宝船厂的准议员
    这个家伙侵犯了小股东这么多利益,还态度那么傲慢

  • BenXia
    #26

    I would have thought that SPH should receive millions in hiving the media busineInstead SPH has to pump in $80 million of cash and transfer a certain number of its shares and that of SPH REIT. In this scenerio SPH is paying to get rid of the media business. Why not just cease the media business and shut it down!!!. Whoever is interested in the media business should take it over and pay SPH.I cannot fathom why SPH has to hive it off and pay for this exercise.

    Not only should the CEO resign over the management of SPH but the whole Board of Directors who has appointed him and installed him as the CEO.

    It is time that the Board be called to account and take responsibility for the management of SPH.

    It is also time that the authorities take a proactive and robust approach to impove the effectiveness of corporate governance of all listed companies including SPH.The board of directors should not be a club for friends, cass and school mates, relatives or to repay past favours.It is time to include a least a representative from the minority shareholders. At present, independent directors are SUPPOSSED to protect the interest of the minority shareholders but in reality do they?

    Now that this debacle has surfaced it is only honorable although not gentlemanly for the CEO to resign. Whether or not the other board members would resign would much depend on his or her conscience in evaluating how he or she has contributed to this state of affairs of SPH.

  • #27

    冷静来想,也许是长期利好呢?就好比壮士断腕, 一次性损益
    把哪年报中最大的亏损因子和不赚钱业务剔除
    以后就海阔天空任翱翔
    毕竟小股东持有的还是要赚钱的公司,
    而且未来公司不需要背负媒体所背负的“道德枷锁”,随便怎么“凿“ 都可以
    投票没有用的,既然无力反抗,不如试着接受甚至享受-趁机抄个底也好啊。
    股市上将讲感情,结果就是亏钱。

    声明:本人现在并不持有,也不打算在近期持有任何SPH的股票。
    就酱

  • #28

    还有,剥离主要业务不是CEO的职权,他最多是建议
    最后还是
    vanguard和Lee foundation等说了算

  • BenXia
    #29

    房地产公司PB都很低 这个二线甚至3线地产公司不sexy

  • #30

    坡县股市也是神奇一半的主营业务被剥离,股价只波动不到20%,所以还好啦

  • #31

    设想另一种情况不讲剥离,而是拆分,按业务比例,拆为
    报业控股和产业控股(目前业务比例是大约50:50,股价也一半一半)
    小股东会怎么选,怎么反应呢?

    看来它们应该先找我顾问一下,呵呵

  • #32

    如果拆分,大家就一定会觉得是大利好股价会双涨吧
    有意思

  • BenXia
    #33

    不赞成 这跟白天抢钱差不多联合早报和海峡时报一点价值都没有么
    卖起来也可以10来个亿吧
    就这样拱手送人,还要给8千万启动花

  • #34

    所以它们没想明白应该拆分成两个上市公司,就皆大欢喜了? 呵呵

  • #35

    好的做法是?报控股集团-纸公司,不上市,下面两个集团
    1)报业控股经营媒体业务
    2)产业控股经营媒体外其他业务
    都上市

    现状就是,
    报业 (51%),成本高,收益低,亏损严重
    产业和其他(49%), 成本低,收益还好, 利润部分全部补助了报业 -产业部分的投资业务, 收益一直不佳

  • #36

    西门子手机业务卖给台湾当初也是倒贴,现在如何?

  • mirage
    #37

    看了那个视频老板好大的官威

    挺有意思的,哈哈

  • 安家东盟号 楼主
    #38

    报业控股重组,把媒体业务送掉,是不是对小股东大利空呀,大家投反对票吧新加坡报业控股将重组媒体业务,将它转入新成立的全资子公司SPH Media,这家子公司将自成一个独立的非盈利单位,通过从公共、私人或慈善领域获得的资金来支持经营。

    报业控股将寻求股东支持,把SPH Media脱离成为非盈利机构,以担保有限公司(Company Limited by Guarantee)的方式运营。如果决议得到股东批准,将意味着媒体业务将下市,通过公共与私人资金来支持经营,而报业控股也不再是媒体公司。
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    该帖荣获当日十大第5,奖励楼主10分以及15狮城帮币,时间:2021-05-07 22:00:06。
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    该帖荣获当日十大第10,奖励楼主1分以及1狮城帮币,时间:2021-05-12 22:00:17。

  • shearwater
    #39

    在美股中AB结构挺常见比如京东, 强哥的B股投票权是 A股的 20倍。 而当年陈光标收购纽约时报, 更是让熟悉AB股结构的众人当成笑话。

  • #40

    我以为是adr才比较常见全流通的就比较少
    美股是百花齐放的
    如果不高AB股,外来公司就不来了,呵呵

  • #41

    Key Takeaways of ADR ADRs offer U.S. investors a way to purchase stock in overseas companies that would not be available otherwise. Foreign firms also benefit, as ADRs enable them to attract American investors and capital without the hassle and expense of listing on U.S. stock exchanges.

    An American depositary receipt (ADR) is a certificate issued by a U.S. bank that represents shares in foreign stock.
    ADRs trade on American stock exchanges.
    ADRs and their dividends are priced in U.S. dollars.
    ADRs represent an easy, liquid way for U.S. investors to own foreign stocks.

  • BenXia
    #42

    多谢 学习了

  • #43

    分拆会以后,SPH涨了10%了小股东还有意见吗?

  • 安家东盟号 楼主
    #44

    我卖掉大部分了 1.7卖掉的 不理它了伤心

  • #45

    据我预感,你还会后悔这股可能还有上升空间

  • #46

    从这个题材的讨论,说明一个事实-大部分人不适合玩股票

  • #47

    我觉得,不是大部分人不适合玩股票而是99%的人不适合玩股票

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