2011年7月31日日曜日

オムニバスチャイナことSSBT ODO5 オムニバスアカウントトリーティの正体

オーディー05オムニバスチャイナトリーティ(SSBT OD05 Omnibus China Treaty 808150)は、中国政府系と言われるファンド[1]。日本企業の大株主として知られ、2011年3月末時点で34社の株主として、有価証券報告書に登場している[2]。常任代理人は、香港上海銀行東京支店

>中国政府系と言われる

中国政府系じゃないかも。(爆w

だって・・・












In 1992, Mr. O’Neill was appointed director of Forex Education Ltd., a division of “Association Cambiste Internationale” and in 1996 he was made a director of State Street Pte Singapore. He has served as chairman of State Street Global Markets International Ltd and as a director of State Street Luxembourg SA and State Street Bank Europe Limited.  Mr. O’Neill is currently a director of State Street Technology (Zhejiang) Co. Ltd., China, and holds directorships of State Street Australia Ltd and State Street New Zealand Ltd. He is also a director of State Street Trust and Banking Co. Ltd., Tokyo.

この方の経歴からして中国政府系(北京)ってのはあり得ませんね。(爆w




Insigma HengTian Software Ltd., established as a strategic alliance among Insigma Technology, State Street Corp, and Zhejiang University








>中華民国(台湾)



>中華民国(台湾)


で、これまた日本語WIKIは可憐にスルーしてるわけですが・・・


もうこれでもかっていうほど台湾ですね。(爆w


それも満州派系。(爆w

で、

浙江省と言えば最近注目されまくりなワケで・・・(爆w





モロバレでんがな。(爆w

どう見てもピカ毒ミルクじゃあるまいし台湾系マネーと中国共産党政府マネーをマゼマゼなんてあり得ないわけで・・・

まあ何の根拠もなく中国政府マネーとの報道が相次いでる事からほぼ確実に、上海閥の裏金と満州派@台湾マネーと満州派@日本マネーでしょうね。(爆w

下手打つと誰かさんが美味しくいただいてしまうかもしれませんね・・・(爆w




China's Stealth Investments in Japan
by Atsuko Fusake
Friday, February 25, 2011

TOKYO—China's government-wealth investors last year more than doubled their investments in major Japanese blue-chip companies, with combined stakes totaling more than 1.6 trillion yen ($19.4 billion), according to investment-advisory firms and people familiar with the matter.

The stakes—purchased mostly through obscurely named, Australian-registered investment vehicles—appear to be passive, with investors silent on matters of corporate strategy and management. But they highlight China's growing financial clout as well as the growing economic ties between China and Japan. The moves also come at a time when China's economy has just eclipsed Japan's as the world's second-biggest after the U.S.

Between April and September, a shareholder by the name of SSBT OD05 Omnibus Account Treaty Clients appeared on the top 10 shareholder registry of major Japanese companies including Toshiba Corp., Shiseido Co., Kirin Holdings, Tokyo Electric Power Co. The shareholder hadn't been among the top 10 six months earlier.

[More from WSJ.com: Banks Bristle at Mortgage-Loan Plan]

Other companies show a similarly named fund as a shareholder: Sony Corp. (NYSE: SNE - News)and top Japanese banks Mitsubishi UFJ Financial Group Inc., Mizuho Financial Group Inc. (NYSE: MFG - News) and Sumitomo Mitsui Financial Group Inc. (NYSE: SMFG - News)

Since the stakes fall below the 5% level that requires greater disclosure under Japanese securities laws, the companies know little about the investors, which use vehicles registered at State Street Bank & Trust in Sydney, a unit of U.S. based State Street Corp.

But sovereign-wealth fund China Investment Corp., known as CIC, is one presence behind SSBT OD05, people familiar with the matter said. The State Administration of Foreign Exchange, or SAFE, which manages China's more than $2.85 trillion in foreign-currency reserves, also is one of the parties likely behind SSBT OD05, according to Japan Shareholder Services, a joint venture between Mitsubishi UFJ Trust & Banking Corp. and Australia's Computershare Ltd. that focuses on shareholder identification and proxy solicitation.

[More from WSJ.com: SEC Probe of Freddie Mac Deepens]

CIC and SAFE declined to comment. State Street also declined to comment on its individual customers.

Most of the Japanese companies interviewed said they viewed the small Chinese stakes as routine investments. But some have hired shareholder identification companies such as JSS to dig up more information.

It isn't surprising that CIC and SAFE would be investing in Japanese stocks, given their size and the importance of the Japanese market. But the information provides a rare glimpse at the overseas investment portfolio of the Chinese state investors.

CIC was set up in 2007 to invest a portion of China's currency reserves more aggressively than SAFE, which traditionally parked the money in Treasurys and other sovereign debt. The two are widely seen as rivals. SAFE has never disclosed its specific holdings or even how much of its assets are invested in equities, though the percentage is believed to be small.

CIC, which had total assets of $332 billion at the end of 2009, in February last year reported stakes totaling $9.6 billion in more than 60 U.S.-listed stocks and funds, a figure that excluded some of its publicly announced investments in the U.S. The figure marked the first time CIC disclosed details of its holdings of U.S. stocks and funds.

[More from WSJ.com: Online Trackers Rake In Funding]

According to a recent report compiled by Japanese investment adviser Chibagin Asset Management from companies' shareholder records, Chinese state funds more than doubled their investments over the six months ending Sept. 30, to an estimated 1.62 trillion yen in 90 companies from 624 billion yen in 35 companies as of March. The figures don't include investments from other Chinese investors.

A shareholder registered with a similar name at the same Sydney address, SSBT OD05 Omnibus China Treaty 808150, first appeared as the eighth-biggest shareholder in Sony's securities report of the fiscal year ended March 2008 and increasingly invested in major firms.

Sony said SSBT OD05, which holds a 1.6% stake in the consumer-electronics maker, is registered in Sydney and that an arm of HSBC Holdings PLC (NYSE: HBC - News) is its standing proxy agent. But "in terms of investors or actual shareholders, we don't understand who they are," a spokesman for Sony said.

"We realize that [SSBT] is likely Chinese SWFs, but we're not particularly paying attention to one specific shareholder," said a spokesman for chemical-products maker Nitto Denko Corp., referring to sovereign-wealth funds. SSBT OD05 Omnibus Account Treaty Clients was a top 10 shareholder in Nitto Denko as of September.

JSS has received an increasing number of inquiries from its clients about SSBT. Tatsuya Imade, JSS's managing executive officer, said his firm last year formed a team to study the unfamiliar shareholders behind the SSBT OD05 Omnibus Treaty. Mr. Imade said investments by the SSBT OD05 account aren't strategic investments but diversified portfolio investments.

6 件のコメント:

匿名 さんのコメント...

チャイナと書いてある限り、資金源は金の有り余ってる中華帝国政府には違いないでそ。
日本中の水資源地を買い漁ってる現状からも言い訳は出来ない。

しかし、勝手に株式の33.4%以上を取得したとしても役員は送り込めないし、
51%以上を勝手に取得しても完全子会社化する事は出来ない。

日本の基幹産業ではなくとも総ての企業に対して、「敵対的買収」は不可能だと学習して帰ればよろしアル。


村上がやった程度に、配当増やすニダと言ってればそんなに嫌われないと思うアル。w

てんこもり野郎 さんのコメント...

>「敵対的買収」は不可能

というよりオフショアHF資金のお洗濯ですね。
もうバレてるでしょうけど、日本株にしといた方が米帝にボッシュートされ難いとでも思ったんでしょうかね。(w

匿名 さんのコメント...

流石てんこもりさんw

鋭いレスww

ウフフ

匿名 さんのコメント...

3Kw

大もうけのチャンス? 東電株を買い占めた投資家の正体とは
2011.4.5 20:28

福島第1原発事故を受けて5日に上場来安値に並んだ東京電力株。「一時国有化」への観測も飛び交う中で、東京電力株をまとめて買った投資家がいる。その正体は?(夕刊フジ)

 福島第1原発の水素爆発や放射能漏れなどが報じられるたびに東電株は売られ、震災前の3月10日終値が2153円だったのが、4月5日には一時、393円を付け、1951年の上場来安値に並んだ。

 「東電株は基本的には売り一本。日経平均株価指数の『先物売り』と、東電株を除いた日経平均採用224銘柄の『現物買い』を組み合わせた“合成東電株売り”の手法を使う投資家もいるほど」と銀行系証券ストラテジストは話す。

 これは裁定取引と呼ばれる投資方法の一種で、日経平均の値動きにかかわらず、東電株が下がった分だけ利益を得られる。東電株をカラ売りするのと同じような効果を得ることができるというものだ。

 大半の投資家が売り姿勢の中で、東電株を大量に購入した投資家の存在が市場で話題となった。3日連続ストップ安となった3月31日に約4000万株、金額にして約185億円の商いが成立している。「ほとんど一投資家のまとまった買い」(大手証券ディーラー)だという。

どんな投資家が東電株をまとめ買いしたのか。

 「落ちてくるナイフを素手でつかむようなこうしたリスクの大きい注文は、ヘッジファンドの短期売買の典型的な手口」(外資系証券トレーダー)との声も聞かれる。値動きが大きい銘柄に対して巨額の資金を投じ、一気に利益を稼ぐという手法だ。

 その一方で、中国の存在を指摘する向きもある。東電株の約1・30%を保有して上位株主に名を連ねる「SSBT OD05 OMNIBUS ACCOUNT TREATY CLIENTS」なるファンドだ。株式市場関係者の間では、実態は中国の政府系とみられている。

 「電力株は外国人投資家の保有規制があるため、買収目的は考えにくい」(前出の銀行系証券)とはいうものの、暴落局面で“逆張り”を行って買い増したのでは、という推測をする市場関係者もいる。

 誰もが手を出さない時こそ大もうけのチャンスということか。

http://www.sankeibiz.jp/macro/news/110405/eca1104052032012-n2.htm

匿名 さんのコメント...

まあ、日本株なら手は出せないな。

匿名 さんのコメント...

お株を奪うとは良く言ったもんだなw