Tuesday, 3 April 2012

SEG International (SEGi)


THE BUZZ
SEG International (SEGi)  announced that Navis Capital is now one of its major shareholders with 148.5m shares, or  an effective 26.5% stake, following the  disposals by previous shareholders Cerahsar SB, Segmen Entiti SB and Datuk Chee Hong Leong of their entire stakes in SEGi.  As a result, Navis Capital  is now SEGi’s  2nd largest shareholder after Datuk Seri Clement Hii with 28.4% equity interest, or 158.8m shares,based on the number of outstanding shares issued of 559.3m.

OUR TAKE
An upside surprise. Earlier, we had speculated that the Malaysian Chinese Association (MCA) could be taking up a stake in SEGi and possibly injecting Universiti Tunku Abdul Rahman into the listed entity after a huge block of the company’s shares changed hands off-market last Friday. Nonetheless,  this Bursa  announcement  puts to rest our speculation. Having said that, we are positively surprised  by  the emergence of Navis Capital as the second single largest shareholder in SEGi as this marks the maiden entry of a private equity fund as a substantial shareholder into SEGi.Background on Navis Capital. Navis Capital was founded in 1998 with its core focus on investments in growth-oriented buyouts in South and Southeast Asia. Having grown tremendously  since  its  inception,  the  fund has today  the largest  professional  private equity team in Asia of about 100 people in 7 offices across the region. It now manages some USD3bn in capital commitments, with its sole investment in the education sector previously being India’s ITM Group of Institutions, which is an unlisted entity in which it invested USD30m in 2009.

Source: OSK188

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