Thursday, October 22, 2009

Fu Ji Food (1175) liquidates voluntarily

Has more assets ($3b) than liabilities ($2.2b) but the only ones emerging ahead in this mess will be the managers.

As typical of mainland companies.

Poor management with ulterior motives:
Bond holders are Fxked as they have no way of recovering a good proportion of assets as the company would have already been stripped. Bonds are trading at a 75% discount which means stock holders will get nothing but an expensive lesson:

Insolvency: who gets what in Hong Kong

  1. Employees
  2. Lenders with a claim on the company's assets, such as mortgages on properties
  3. Unsecured creditors, usually banks and bondholders
  4. Shareholders
A real clue to the shenanigans happening was the resignation of a Director who actually said something useful:

"Carlye Tsui Wai-ling, chief executive of the Hong Kong Institute of Directors, resigned as an independent director of Fu Ji last month. In her letter of resignation, she expressed concern that she could not get information from the company in a timely manner, and cited its delay in issuing its annual results last year"

This is a similar situation to First Natural Foods (1076) voluntary liquidation.

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