Tuesday, July 31, 2012

Lucio Tan sets landmark asset-consolidation plan


Business Mirror - One of the country’s richest men, Lucio Tan, is embarking on a landmark asset consolidation plan that will see his banking, tobacco, real estate, airline, beer and liquor empire all housed under one publicly-traded company.

Tan’s chosen firm is listed rum maker Tanduay Holdings Inc., which will be renamed into LT Group Inc., a filing to the Philippine Stock Exchange late Tuesday showed.

Once completed by the September target, the transaction would create one of the country’s biggest conglomerates with a coveted mix of consumer-related investments.

Analysts said the consolidation is likely a form of estate planning for the 78-year-old taipan, whose humble beginnings as an immigrant from China have garnered as much attention as the multi-billion dollar business group he would one day establish.

Forbes Magazine recently ranked him as the Philippines’s second richest man—just behind SM Group founder Henry Sy— with a fortune estimated at $4.5 billion.

Based on the disclosure, LT Group will acquire unlisted Tan companies like Asia Brewery Inc. and Fortune Tobacco Corp. Also to be acquired are listed Eton Properties Philippines Inc., Philippine Airlines and its low-cost unit Air Philippines.

Tan’s two banks, namely, Philippine National Bank (PNB) and Allied Banking Corp., which will be merged, are also set to be acquired by LT Group Inc.

“As a representative of the Philippine economy, it will be a very attractive company. The problem is what the valuation will be,” Joseph Roxas, president of stock brokerage firm Eagle Equities Inc., said in a phone interview.

Trading of Tanduay’s shares were halted Wednesday ahead of the announcement. The company last closed at P5.10 per share, giving it a market value of P20.30 billion.

Based on the disclosure, Tanduay will acquire 90 percent of Asia Brewery, the maker of Manila Beer, Colt 45 and Coors, via a cash subscription of P1.8 billion, or P1 per share based on par value. Asia Brewery also owns firms that produce the Cobra energy drink and Absolute distilled drinking water.

Tanduay is also buying 83 percent of Fortune Tobacco for P1.64 billion, also at P1 per share, in a cash subscription. Fortune Tobacco owns 49.6 percent of PMFTC Inc., a venture with Philip Morris Philippines Manufacturing, which makes and distributes brands Philip Morris, Marlboro, Hope, Champion and Fortune brands.

Moreover, Tanduay will acquire 98.1 percent of Eton Properties, a listed property developer with projects in Metro Manila and a township development in Laguna province, via the acquisition of its unlisted parent companies.

The company did not disclose financial details on Eton's transaction and other publicly listed companies involved in the deal. Eton had a market value of P4.6 billion on Tuesday.

The disclosure also said that 49.84 percent of flag carrier Philippine Airlines Inc. and 50.97 percent of Air Philippines will be acquired by LT Group. Tan’s partner in both airlines is conglomerate San Miguel Corp., which has vowed to bring the Asia’s oldest carrier back into the black by the second year of its takeover.
PAL Holdings Inc., the listed owner of both airlines, had a market value of P39.58 billion on Tuesday.
Tanduay said it is buying 34.79 percent of PNB by acquiring 11 holding companies that own the stake and 27.62 percent of Allied Banking by buying out two firms that hold the stake. PNB had a market value of P49.6 billion, based on current prices.

“The board of directors believes that the enlarged portfolio will provide the corporation with significant opportunities for synergies and business growth,” Tanduay said in its disclosure.

It said proceeds from a recent P5 billion  top-up equity sale will be used to finance these investments, altering the earlier use of proceeds intended to grow Tanduay’s liquor business.

For more details on Eton properties, you may e-mail reby_ramirez@yahoo.com or contact her at 0922.883.9308 / 0916.4044.555 / 0919.699.3572 / 4044-534.

For latest update on real estate development and its RA 9646, the Real Estate Service Act of 2009, visit www.ra9646.com.

No comments:

Post a Comment