Heng Days suspected PK Weichai: The whole crown exactly where the holy?

--chan May 20, St Kama B (900953) bulletin, said that the day was learned that the crown of Shanghai on May 15 to spend 247 million yuan, on May 15 auction 46.37 million shares of the company's state-owned corporate shares (equity ratio of 7.24%).　　26th, Kama again on this announcement, claiming that the "inquiries" of the crown, and suspended from the same day to the relevant information after the announcement of the license.　　It is reported that the full crown of the bid together with 5.33 yuan per share, higher than the auction day market price of more than 55%, more than the previous valuation premium 235%! But after the auction of May 17, 18th, Kama, the first major shareholder Heng Days Group immediately reacted: at 4 yuan per share price, the agreement was let the company part of the original shareholders held shares, so that its shareholding from the previous 17.41%, increase to 23.34%. More media exposure, in the May 15 of the auction, Heng days and the crown of each other, auction price soared, but eventually Heng days to 1 million yuan small gap "drubbing and return."　　According to Kama disclosure of public information, on the day of the auction May 15, Heng Days Group is "to make a decision (China Heng Days [2009]180), decided to increase St Kama B shares. Although I do not know the "180th", is the "decision" on May 15 10 o'clock in the morning before filming or after, but it must be sure that, as a constant-day central enterprises, will not be in the filming hours before making "decision."　　Therefore, it is precisely because of the original determination and the auction misses, Heng Genius on the day of the "180th" this "urgent" decision, resulting in the subsequent agreement under the let that is overweight. So the market rumors, pointing to the entire crown behind the push is Weichai. Such a hot auction and the fierce competition inside and outside the field, or even extended to the central Enterprises PK local state capital, making to the previous obscure Shanghai full crown reputation.　　It is reported that the Crown is registered in a remote and simple place in Jiading, Shanghai, several unknown, registered capital of 10 million yuan, the legal representative of a number of listed companies have been "ten" listed in Yuan. If the media report is true, the author is indeed ashamed of Weichai. If Wei Chai need to get through its industrial chain, Italian Kama control, with its open local state-funded background, can not use the full crown such a "mysterious" natural person company. Cold state-owned enterprises to compete for equity, it must be aboveboard, or persuade local central administrative transfer, or through the judicial auction bid, do not play Jiminggoudao.　　And now in jail, the capital of the player Huang Guangyu, but the next three abuses of the method at ease. And the media reported that the previous auction, that is, "Shandong Hao Xin" took a 4.89% stake in Kai Ma, if the behind-the-scenes is also Weichai, this is a bit of state-owned enterprise style.　　Therefore, it seems far-fetched to infer that the whole crown is Weichai. At the same time, this column is also concerned about Kama May 20, 26th, the wording of the two announcements. 20th, said: "The company today learned ..." and "on the sale of the auction results, still need official documents to confirm." The announcement of 26th, which has not been "learned", has increasedAdded to the full crown "inquiries", as well as "from May 25, 2009 onwards, pending the publication of the relevant notice after the card."　　It is clear that subsequent "related announcements" will directly determine the kama of the card. 15th of the measures for the management of listed companies ' acquisitions stipulates: "Investors and their concerted action ... The executive court ruled 、...... If the share change of the equity in the same way reaches the proportion of the preceding article, the report and the notice obligation shall be fulfilled as stipulated in the preceding article. And the so-called "first rule", is to "meet or exceed 5% of the issued shares of a listed company" and "produce a report of the change of interest within 3rd from the date of the fact, submit a written report to the CSRC, the stock exchange, announced the sending agency, notify the listed company and give notice".　　Therefore, the full crown must bid after the successful 3rd, written report Supervision notice Kama to be announced. It is clear that the key to whether the Crown is ultimately successful is the court's judicial ruling on the auction. Unfortunately, since the date of the auction has been up to more than 10 days, has not seen the relevant judicial ruling notice.　　The previous Gome bid for triple judicial rulings, but in the auction after the week has been announced. According to the above-mentioned "management measures" 16th, the full crown in the disclosure is the auction whether there is a "concerted action", as before Huang Guangyu "consistent" the Jinan Lung Ridge Island Pat Triple trading.　　Or, if Weichai is exactly what the media refers to as the background of the Crown, and a number of Kama shareholders suspected of "concerted action" with the crown, the Crown must be disclosed truthfully, unless it is not a "concerted action person". At the same time, if the media infer that Weichai and a number of suspected "concerted action" shareholders, together with the full crown, to nearly Kama 20% stake, threatening to Kama control of the word, then, despite the previous "Shandong Hao letter" Kama only 4.89% of the shares and may not need to disclose the "change of interest Report", but if in these 20%, After deducting Shandong Hao letter and the entire crown, because other suspected "consistent" Kama shareholder total shareholding has nearly 8%, as a result of the success of the Shandong Hao letter "Equity Change", has been more than 5% and must disclose the "simple statement of interest changes", unless these shareholders and Shandong Hao letter, is not "concerted action".　　Unfortunately, we did not see Shandong Hao letter bid after the "simple style."　　Or, these suspected "unanimous" or even weichai, not the whole crown of the auction "consistent", and was inferred as "consistent", is only the media wishful "suspected."　　So, if the entire crown has not disclosed these suspected "consistent", and the day after these were the media suspect "Weichai system", "consistent" to the constant days forced palace, when the eternal days can be to the authority to lodge a complaint, reprimand the crown, and even with Shandong Hao letter against Integrity. Although the entire crown has not reached 20% because of the "change in equity" over 5%, what is required to be disclosed is only "simple", but in addition to whether the above is "consistent" must be disclosed, it is also necessary to disclose the "purpose of holding Shares", and "within 6 months (whether) the sale of the stock of the company". Because we see that, in the 5 months of 2009, the Kama "ten" objectsIs the person is not, even also new see three foreigners, during the Kama share price rose has reached 237%.　　What is more, if, after this auction, the media infer that the total proportion of the "concerted action" has reached or exceeds 20%, what the crown wants to disclose is no longer a "simple formula", but rather a "detailed style" of "obtaining the price of the relevant shares, the amount of capital required, the source of funds, or other payment arrangements". With a total of 10 million of the registered capital, as well as the "legal" status of a natural person yuan, and its ectoplasms business performance, it is difficult to convince people in the absence of behind-the-scenes circumstances, the full crown can exceed the market value of more than 55% and a throw billion gold.　　Even Gome has disclosed the Jinan Dragon Ridge Island Auction triple funds, is from the interest-free loans to Huang Guangyu, not to mention the full crown? It is precisely because of this, the Crown will soon be disclosed "statement of rights and interests change" to uncover the answer to the case.　　Exactly those who are suspected of "consensus" in the media behind the scenes is Weichai, what is the Crown is the holy, the purpose of its auction, exactly 247 million of the huge money from where ... It is also possible that the auction's judicial ruling, which has not yet been seen, indicates that the full crown bid is not smooth sailing. Whether the immediate and full payment of the pressure, how to weigh the disclosure of "consistent" or not the pros and cons, how to explain the purpose of their auction, how to clear off the relationship with the abnormal volatility of stock prices, all of this takes time, all need the crown, those who are suspected of "consistent" and even weichai serious thinking about, and even the change of mind is possible.　　Because before "Official document confirmation", everything could happen. PostScript: Su-chang Chai also announced that the company has contact with companies to purchase its holding Kama 5.49% of the shares. It seems that a suspected central government and local state-funded PK war intensified, the Crown intended to get rid of "suspected", but also more and more difficult. With the announcement of Su-Kama, immediately after the card.