Chongqing beer "Big Masters" Flower falls Carlsberg price 40 Yuan Super forecast

Chongqing Beer (600132, before the closing price of 37.03 yuan) equity transfer finally settled. Carlsberg, the Danish beer giant, defeated the two big rivals of Budweiser InBev and China Resources Snowflake, winning 59.29 million shares and gaining control of Chongqing beer.　　However, Carlsberg pay the price is not small, the above equity transfer price of 40.22 yuan/share, costing about 2.38 billion yuan. Carlsberg overweight Chongqing beer in Chongqing Beer today (June 11) announced. Chongqing Beer, the first major shareholder heavy beer group and Carlsberg Brewery Hong Kong Limited June 9 signed an agreement with the effective conditions of the transfer of shares, heavy beer group intends to hold the company's 12.25% stake in the transaction price of 40.22 yuan per share transfer, the total price of transactions of about 2.38 billion yuan.　　Heavy beer Group will soon transfer to Chongqing beer "Mountain City" series of registered trademarks. After the transfer of the above equity, Carlsberg Hong Kong Limited and its affiliated company Carlsberg Chongqing Co., Ltd. will jointly hold 29.71% of the Chongqing Beer stake, 144 million shares, to become its largest shareholder.　　The proportion of shares held by the group was reduced to 20%, and it retreated to the second largest shareholder. 40.22 yuan/share of state-owned assets out of control as early as this April 13, Chongqing Beer issued a notice said, heavy beer group and its actual control of Chongqing Textile Group decided to transfer 12.25% of the company's equity, openly solicit domestic and foreign investors.　　Immediately, Budweiser InBev, China Resources Snowflake and Carlsberg three big beer giants all submitted the application. In 2004, Newcastle Brewery, Scotland, bought 19.46% per cent of Chongqing brewery as its second-largest shareholder in 525 million yuan. In 2008, Carlsberg and Heineken jointly acquired Newcastle to share Newcastle's assets in China. Subsequently, Chongqing Beer 17.46% shareholding smoothly transferred to Carlsberg name.　　It seems logical that Carlsberg, now the two shareholder of Chongqing Beer, becomes its new controlling shareholder. "This deal should be a bargain!" "A senior market person told the Daily economic news that the price of 40.22 yuan/share is much higher than the base price of the weighted average of 30 trading days before the proposed transfer announcement." For the current Chongqing beer, the price should not be low. Heavy beer group to sell this part of the stake, and the national capital withdrawal from the general competition industry background has a great relationship.　　Industrial securities pointed out that in the current Chongqing investment in the context of capital construction, state-owned capital to withdraw from Non-core industries, but also the local government to raise funds a way. Public information shows that up to now, Chongqing beer under the "Mountain" beer and other brands still occupy the Chongqing market nearly 90% of the share. Some insiders believe that, for Carlsberg, the holding of Chongqing Beer, for its rapid access to the Midwest Market provides a shortcut; for Chongqing Beer, Carlsberg's arrival, the company's beer business growth remains to be seen. In addition, the transfer of shares is not enough to support the Chongqing beer in March this year, more than 50% of the surge, the future value of the companyThe evaluation still depends on the clinical application of hepatitis B vaccine. However, it is not known whether the uncertain hepatitis B vaccine business will be affected after Carlsberg, which selling the main business of beer and beverages.