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香港女首富如何在两个月内损失一半身家

彭博社 2018年04月26日

就在今年1月,她的身家还接近120亿美元,却在股票跳水之后蒸发了一半多。

2015年5月12日的澳门天际线。朱李月华的金利丰集团在澳门经营赌场。摄影师:Anthony Wallace。图片来源:AFP/Getty Images

朱李月华名下的公司沦为了今年亚洲表现最糟的公司,而这也让她失去了香港女首富的头衔。

就在今年1月,她的身家还接近120亿美元,却在股票跳水之后蒸发了一半多。当月,香港证券监管方在警告投资者,称金利丰金融(Kingston Financial Group)的股票过度集中在少数股东手中。自此以后,这家旗下拥有澳门赌场和保证金贷款等业务的公司股价已经暴跌了50%。

3月19日,全球最受关注的指数供应商之一富时罗素(FTSE Russell)将金利丰从基准股价指数中剔除,此举导致该公司股价猛跌8.7%。激进投资者大卫·韦伯在1月发表的分析显示,金利丰的资金很大程度上依赖朱李月华及其家族的无担保贷款。在2017年最后一个季度猛涨88%之后,该股沦为了明晟(MSCI)亚洲榜单上表现最糟糕的股票。

金利丰的不幸可能也让一些投机者赚了便宜——根据IHS Markit的数据,3月16日的卖空比例占到了公众持股量的6.3%。

公司谢绝对股价跳水一事立刻发表评论。

在1月29日的声明中,香港证券及期货事务监察委员会(The Securities and Futures Commission)指出,截至1月8日,金利丰超过91%的股份都控制在20名股东手中。声明发布的第二天,该股就暴跌17%。

朱李月华的财富来自她父亲在亚洲博彩业中心澳门管理赌场VIP房间的背景。根据金利丰的年度报告,该领域仍然是这一家族控制的公司的主要业务;2017财年中,这个前葡萄牙殖民地的博彩和宾馆营收为公司贡献了6.7亿港元,大约占总销售额的23%。

知情者2月透露,朱李月华正计划以52亿美元的高价从李嘉诚的公司收购香港一座摩天大楼的大部分区域。他们称,朱李月华会获得17%的股份。

彭博社的亿万富翁指数(Billionaires Index)显示,目前的香港女首富是何鸿燊的女儿何超琼,而寡头控股的房地产开发商南丰集团(Nan Fung Group)的董事长陈慧慧紧随其后。(财富中文网)

译者:严匡正

Pollyanna Chu has lost her title as Hong Kong’s richest woman after her listed company turned into Asia’s worst performer this year.

Worth almost $12 billion as recently as January, she’s seen more than half of her wealth wiped out as the stock crashed. Kingston Financial Group, which operates businesses including Macau casinos and margin lending, has tumbled 50% since Hong Kong’s securities regulator in January warned investors that the company’s shares were overly concentrated among a small number of stockholders.

Kingston Financial plunged 8.7% on Monday after FTSE Russell, one of the world’s most-followed index providers, removed the stock from its benchmarks. For its financing, the firm relies largely on unsecured loans provided cheaply by Chu and her family, according to January analysis from activist investor David Webb. The stock is the worst performer on MSCI’s Asian gauge this year, after surging 88% in the last quarter of 2017.

Some speculators may have made a killing from Kingston’s misfortunes — short interest was about 6.3% of free float as of Friday, according to IHS Markit data.

The company declined to immediately comment on the slump in shares.

The Securities and Futures Commission said in a Jan. 29 statement that 20 holders controlled more than 91% of the shares as of Jan 8. The stock plunged 17% the following day.

Part of Chu’s wealth stems from her father’s background managing casino VIP rooms in the Asian gambling center of Macau. The sector still features prominently in the family controlled business; gaming and hotel revenues from the former Portuguese colony amounted to more than HK$670 million for the 2017 fiscal year, some 23% of total sales, according to Kingston’s annual report.

Chu is joining a record $5.2 billion deal to buy most of a Hong Kong skyscraper from Li Ka-Shing’s company, people familiar with the matter said last month. Chu will take a 17% stake, they said.

Pansy Ho, the daughter of Stanley Ho, is now No. 1 in Hong Kong’s ultra-rich women list, followed by Vivien Chen, chairwoman of closely held real estate developer Nan Fung Group, according to Bloomberg’s Billionaires Index.

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