江苏三友再次提价 爱康国宾投资者表示对公司提价抱有信心

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爱康国宾(Nasdaq:KANG) 在周一早间收到来自江苏三友修改后邀约,此邀约能给投资者们对于在美国上市的中概股提价增加信心。

由美年大健康,一家在8月借壳江苏三友上市的公司组成的买方,将邀约价格从$22每ADS提高到了$23.5每ADS。

该消息并未使美国投资者们震惊,恒润投资,一家在波士顿从事投资中概股的投资机构,也是爱康国宾的股东,表示公司在“当市场放弃了的时候”买入了爱康国宾。并表示相信美年是很认真的想买下公司。

恒润投资表示此举表示了买方意识到公司的价值是让所有股东分享,而不是仅仅对买房有利。

英文全文如下:


Chinese healthcare solutions company iKang Healthcare Group (ADR) KANG 0.59% received a revised merger bid on Monday morning and shares are rising. The offer could give investors the confidence to demand equal to better prices for other United States-listed private Chinese companies.
A group of investors including Meinian Onehealth Healthcare, which completed a reverse merger with Jiangsu Sanyou Group in August, has raised its non-binding offer to purchase iKang at $23.50 per ADR. The group previously made an offer for $ 22 per ADR in November, according to Bloomberg.
"We are optimistic about the potential of China's preventive health industry," Meinian CEO Yu Rong said in a press release. "We believe that there are huge untapped market opportunities, and that the sector has entered a phase of industry consolidation."
iKang&s performance over the last month is strong -- up almost 18 percent -- on the back of a developing bidding war.
Heng Ren: We Were Buying When Everyone Gave UpThe bid may not come completely unexpected for investors. Heng Ren Investments, a China-focused investment firm based in Boston that has a stake in iKang, tells Benzinga it was purchasing shares when "everyone gave up."
An official within the firm shared his reaction to the latest bid. "We believe Meinian is taking its attempt to gain control seriously," he said.
Heng Ren said the group is "proving [its seriousness] by understanding the value that needs to be equitably distributed to all shareholders to make this proposed buyout worthwhile for all -- not just exclusively enriching the buyers group."
Bidding War 'Possible&# 39;The newest bid is just the latest in a chain of developments at iKang.
In August, iKang Chairman Ligang Zhang offered $17.80 per ADR for the company, later calling any competing offers "undoubtedly hostile."
When asked if a bidding war for iKang could continue with a revised offer from Zhang or an offer from another suitor entirely, Heng Ren said either scenario is "possible."
Shares presently trade near $ 19.50 per ADR.
The author holds no shares of the stock mentioned above. Image credit: Public Domain


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