Sampo plc’s Post

Numerous noteworthy insights are contained in this prospectus that warrant a thorough examination by those qualified to invest, but a few to note in the interim on one market Australia. In 2021, there were 26,400 ship port arrivals recorded by AMSA. According to a submission by Svitzer B2022/1726, over 90% of vessels calling at the Relevant Ports necessitate one or more tugboats for navigation assistance. Assuming an average of two tugboats per port arrival, including instances where multiple tugs are utilized for larger vessels, the following calculations could arise: 90% of 26,400 ship port movements equals 23,760 port arrivals requiring tug assistance. With an estimated two tugs per port arrival and an average interval of every three hours, this results in 47,520 chargeable movements for entry. Double this amount for departure. If we assume the same number of tugs is used that equals 95040 tug movements. Svitzer's claim of completing 50,000 tug movements annually on their Australian website positions them with a purported 52% market share on the above calculations. To note in their submission to the FWC asserts a 100% market share in the relevant ports, totaling 17 ports across Australia. The gross revenue in this document stands at $445 million AUD, with that contributing 34.6% (rounded) Of Svitzer's revenue; so a healthy contribution from one island. Based on movements and assuming the same tug charges for each movement then the Australian Tug market for harbour towage is in the region of $855 Million. The Compound Annual Revenue Growth (CARG) is estimated at 4.6%. therefore, it's assumed it could become a billion-dollar market in 2026. Interesting why there is so much movement in this sector, eclipsing the maritime pilotage market. There is money in them shackles. https://lnkd.in/gMHvnusd https://lnkd.in/gHzyTim7 The views expressed in this post are solely those of the author and do not necessarily reflect the views of any organization. Past performance is not indicative of future results. Always consider your own financial situation and risk tolerance before investing.

In this week's highlights from companies on the Aquis Stock Exchange: ✅ Adsure Services PLC announced its consolidated interim results for the six months ended 30 September 2024. The Company highlighted an increase in revenue of 19% to £5.06m, gross profit of £1.67m and a dividend payment is to be paid in January 2025. 🤝 Valereum PLC announced it has entered into non-binding Heads of Terms with DMC Markets, Inc., whereby Valereum has agreed to conditionally issue and allot ordinary shares raising £13m. Valereum also announced that it has signed a binding option agreement with a strategic private equity investor granting the right to acquire ordinary shares potentially raising £2m. 🛍️ WeCap plc announced that it has raised £172,000 before expenses through a subscription for an aggregate of 20,235,294 new ordinary shares at 0.85 pence per share. ⭐ Oberon Investments Ltd. announced its unaudited results for the six months ended 30 September 2024, highlighting that revenue has increased by 74% to £4.8m. 🌐 Tap announced its financial results for the year ended 30 June 2024. The Group highlighted revenue of £2.65m, gross profit margin of 58% and registered users increased by 130%. #growthcompanies

Another exciting update from NICO Holdings Plc! They are paying a 4th Dividend of K2 per share, totaling K10 per share for the entire period. I recall buying shares at different price points - K3, K16, and now at K199.00. NICO Holdings proves to be a promising investment with significant upside potential. Kudos to NICO Holdings for maintaining value and consistently distributing dividends over the years. It's indeed a top Dividend paying option in the market! #NICOHoldings #InvestmentOpportunity #DividendPayingCounter

The Billionaire’s Daughter: A $26 Million Investment in MSN Stock. https://ift.tt/iFufV4x Nguyen Yen Linh, daughter of Nguyen Dang Quang, Chairman of the Board of Directors of Masan Group Joint Stock Company (Masan, stock code: MSN), has completed the purchase of nearly 8.5 million MSN shares out of the previously registered amount of 10 million. The reason for not completing the transaction was “failure to reach an agreement.” The transaction was made from October 29 to November 18 through matching and negotiated trading methods. After the transaction, Ms. Nguyen Yen Linh owns 0.59% of Masan Group’s capital. MSN shares fluctuated around the 75,000 VND/share mark during Ms. Yen Linh’s trading period. Thus, the daughter of billionaire Dang Quang spent over 600 billion VND to purchase the above-mentioned shares. According to disclosed information, billionaire Nguyen Dang Quang directly holds only 18 MSN shares. In contrast, Ms. Nguyen Hoang Yen, Mr. Nguyen Dang Quang’s wife, owns nearly 50.9 million MSN shares, equivalent to a 3.36% stake in the Masan Group. Earlier in November, Masan Group announced that SK Investment Vina I Pte. Ltd. (SK Group) had successfully transferred 76 million shares of Masan Group through a negotiated method. After the transaction, SK Group’s ownership ratio in MSN stood at 3.67% of the charter capital, and it is no longer a major shareholder of MSN. The buyer remains undisclosed. This transaction is notable for non-foreign ownership limit (non-FOL) shares in Vietnam. The remaining shares of SK Group in MSN will be restricted from transfer as per regulations. Additionally, SK Group will transfer 7.1% of WinCommerce (WCM) shares to Masan Group for 200 million USD, valuing WCM at over 2.8 billion USD. You may also like A New Era for Imexpharm: Unveiling a Dynamic Leadership The Imexpharm Board has elected Mr. Sung Min Woo as its new Chairman, succeeding Ms. Chun Chaerhan. “SK Group Divests 76 Million Masan Shares, No Longer a Major Shareholder” This is one of the notable transactions for non-foreign-owned (non-FOL) stocks in Vietnam. The Rise of the Securities Companies: Can Masan Reach its Audacious Target of 2,000 Billion VND Net Profit? In the first nine months of 2024, Masan achieved a remarkable profit of 1.308 trillion Vietnamese dong after allocation of minority interests, surpassing its initial plans by a significant margin. With this impressive performance, the company is well on its way to achieving its ambitious full-year net profit target of 2 trillion Vietnamese dong, as per the positive scenario laid out. The Billion-Dollar Deal: A Massive $5,600 Billion...

"Exclusion from the stock market without compensation" José Pedro Fazenda Martins is quoted in an article in Jornal de Negócios entitled "Exclusion of Reditus leaves shareholders without compensation". Euronext's recent decision to exclude the shares of Reditus, one of the oldest technology companies on the Lisbon stock market, is raising doubts about the possibility of shareholders receiving compensation. Euronext's decision, with effect from 16 September, follows successive delays in the disclosure of financial results, a situation that had already led Reditus to Euronext's penalty compartment in July 2021. José Pedro Fazenda Martins explains that ‘the payment of a consideration for delisting is only established by law in cases where the initiative to delist is taken by the listed company itself’. The exclusion of Reditus raises concerns, but shareholders remain protected by rights such as access to information, guaranteed by the Commercial Companies Code and the Securities Code. This news article is available here (https://lnkd.in/dzgAVnbQ) #VdA #JornaldeNegocios #JN #Euronext #StockMarketExclusion #LisbonStockMarket

Bicecorp Adjusts OPA Price for Grupo Security Downwards Before Launch Bicecorp announced, through essential disclosures, a reduction in the price offered per share in the Public Tender Offer (OPA) for 20% of Grupo Security, lowering the value from $285 to $276.45 per share. The reasons for this adjustment were not detailed by the companies involved. As part of this operation, it was established that the remaining 80% of Grupo Security’s shares will be exchanged for Bicecorp shares, while the equity ratio in the merger values Bicecorp at 60.721% and Security at 39.279%. Additionally, both companies agreed to propose provisional dividend distributions of $111.172 billion for Bicecorp and $71.916 billion for Grupo Security in their respective boards. If the OPA is not finalized before December 31, 2024, any outstanding payment will accrue interest based on the 30-day Cámara Index starting January 1, 2025. This price adjustment in the OPA occurs within the framework of the strategic integration between Bicecorp and Grupo Security, two key players in the Chilean financial system. The operation seeks to consolidate both groups' market positions, while shareholders await further details regarding the reasons behind this modification.

Otedola Strengthens Position as Largest Shareholder in FBN Holdings with N17.2bn Share Acquisition Femi Otedola has further solidified his leading position in FBNHoldings Plc by purchasing nearly 798 million shares. Mr. Olufemi Otedola, Chairman of FBN Holdings Plc, has acquired shares worth approximately N17.2 billion in the company, cementing his role as the largest single shareholder. According to a notice signed by the company secretary, Mr. Adewale Arogundade, and published on the Nigerian Exchange Group (NGX Group), Otedola bought about 797,946,415 shares at N21.58 each on June 24, 2024. The total value of this transaction is an impressive N17.2 billion. On June 24, 2024, FBN Holdings' share price closed at N20.00 per share on the NGX, down from its opening price of N21.15. The total volume of #FBNHoldings shares traded on the Exchange that day was 627,604,418. This latest acquisition increases Otedola's total stake to 11.64%, making him the only shareholder with more than a 10% share. Previously, Otedola had invested N18.9 billion in shares, boosting his ownership to 9.41%. The latest purchase brings his total investment to N36.1 billion in a short span. Otedola now holds 4.178 billion shares out of the company’s total outstanding shares of 35.895 billion. Otedola, one of the four Nigerian billionaires listed by Forbes, has invested an estimated N102 billion since he started acquiring FBN Holdings shares three years ago. Otedola's journey to a majority stake in FBN Holdings began in October 2021 when he initially announced a 5.07% shareholding. By December 2021, he had increased his stake to 7.57%. By mid-2022, he reduced his stake to 5.24%, selling about 30% of his holdings. However, he resumed acquiring shares in 2023 amidst ongoing debates over the bank's majority ownership. After a review by the Central Bank of Nigeria (#CBN), it was confirmed that only two shareholders held more than 5% of FBN Holdings shares: Oba Otudeko’s Barbican Capital and Femi Otedola. By the end of the first quarter of 2024, Otedola's shareholding was confirmed at 7.01%, up from 5.65% at the end of 2023, officially making him the largest shareholder over Otudeko. This recent acquisition has now given him a commanding 11.64% majority shareholding in the financial holding company.

Mamata Equipment IPO: 10 key issues traders should know from the RHP - https://lnkd.in/dJ3s5Dtc

VINAMILK (VNM) SETS NEW RECORD REVENUE THIS YEAR --- Vinamilk said it will seek shareholder approval for its ambitious business plan for 2024 at the Annual General Shareholders' Meeting, scheduled to take place on April 25. The largest dairy company in Việt Nam targets a revenue of more than VNĐ63.16 trillion (US$2.5 billion) this year and a after-tax profit of nearly VNĐ9.4 trillion, up 4.4 per cent and 4 per cent year-on-year, respectively. If successful, Vinamilk will surpass its previous record revenue achieved in 2021 and positive profit growth for the second year in a row. Last year, Vinamilk exceeded over 95 per cent of its annual revenue target, reaching nearly VNĐ60.5 trillion. The after-tax profit also saw a 5 per cent year-on-year rise, surpassing the set goal by 5 per cent to reach over VNĐ9 trillion. The company plans to propose a cash dividend plan of 38.5 per cent for 2023. They have already disbursed interim dividends totalling more than VNĐ6.06 trillion, equivalent to 29 per cent of the total dividends. The final dividend instalment will be 9.5 per cent per share, requiring an additional allocation of nearly VNĐ2 trillion. The specific dates for registration and payment will be determined by the Board of Directors, within a timeframe of six months from April 25. It also plans to maintain a dividend rate of 38.5 per cent for 2024. Over VNĐ8 trillion will be allocated for dividend payments, representing about 95 per cent of the projected 2024 profit. The State Capital Investment Corporation (SCIC), holding a 36 per cent stake, is expected to receive nearly VNĐ2.9 trillion. The F&N Group, with a 20.4 per cent stake, is expected to receive more than VNĐ1.6 trillion, while Platinum Victory Pte. Ltd, a major foreign shareholder with a 10.62 per cent stake, will receive around VNĐ855 billion. On the stock market, shares of Vinamilk are traded at VNĐ67,500 per share at 9:50 (local time) on Monday morning. BIZHUB Source: Vietstok.vn --- #Vinamilk #VNM #RecordRevenue #AnnualMeeting #ShareholderApproval #BusinessPlan #ProfitGrowth #DividendPlan #StockMarket #SCIC #FandNGroup #PlatinumVictory #Vietnam #DairyIndustry #UBG #UnibizGroup #BIZHUB #Vietstock

Two fresh IPO's knocking on the stock market doors. Are you ready to explore? 💼 Nisus Finance Services Co Limited IPO is all set to open from Dec 4-6. With an issue size of ₹114.24Cr and a lot size of 800 shares.🌟 Emerald Tyre Manufacturers Limited IPO is open from Dec 5-9. With an issue size of ₹49.26 Cr and a lot size of 1200 shares.📊 Are you thinking of investing in this IPO? Follow Coremudra Investment . . . #nisus #emeraldtyres #IPOUpdate #ipo #sharemarket #stock #stockmarket #update #growth