Discussion:
Will the Chinese take over KION

Press Release
Weichai Power and KION Group further expand their long-term strategic partnership China Development Bank to provide financing of up to EURO 500 million
Berlin, 26 May 2013 - Weichai Power Co., Ltd. ("Weichai Power"), a leading Chinese automotive and equipment manufacturer and a part of Shandong Heavy Industry Group
("SHIG") and KION Holding 1 GmbH ("KION Group"), a leading global supplier of industrial trucks and related services, take steps to further their long-term strategic
partnership. The partnership, so far the largest direct Chinese investment in Germany, was first announced on 31 August 2012 and implemented on 27 December 2012.
In the presence of Dr. Angela Merkel, the Chancellor of the Federal Republic of Germany, and Li Keqiang, the Prime Minister of the People's Republic of China, representatives of the two partners and of China Development Bank, China's largest outbound investment and financing bank, signed a framework collaboration agreement on Sunday. The three parties agreed that Weichai Power and KION Group will intensify their cooperation through mutually agreeable means and that China Development Bank will provide a full range of financial services including financing of up to EUR 500 million to support the expanded collaboration.
Weichai Power, through its Luxembourg based subsidiary Weichai Power (Luxembourg) Holding S.à.r.l., currently holds a 25% stake in KION Group and has a call option to
increase its shareholding in KION Group to 30% on a fully diluted basis upon the completion of a potential future IPO of KION Group. Weichai Power holds a further option
to acquire an additional 3.3% stake in KION Group from Superlift Holding S.à.r.l., Luxembourg, a company controlled by funds advised or controlled by Goldman Sachs
and KKR.
Tan Xuguang, Chairman and CEO of Weichai Power said: "We are very happy that China Development Bank will provide the financing to support Weichai Power's investment in and collaboration with KION Group. Our equity investment and call options for more shares in KION Group will demonstrate our strong commitment to the common goals of KION Group and Weichai Power. During the past months our strategic partnership has
got off to an encouraging start."
Page2
Gordon Riske, CEO of KION Group, said: "This highly welcome expansion of our long-term strategic partnership will be an additional catalyst for our strategy to
continuously expand our forklift truck business in the growing Asian markets. The partnership with Weichai Power and the spirit the two partners share provide exciting opportunities to leverage on our successful growth strategy. Our teams have already started to implement a close strategic collaboration."
For Weichai Power, venturing into the world's leading forklift and high-end hydraulic fields has brought about clear improvements to the structure of its corporate product division, as well as to its upgrading of enterprise products. In addition, there is greater rationalisation of its corporate global strategic business structure.
For KION Group, the strategic partnership with Weichai Power provides additional access to key Asian growth markets as it will leverage Weichai Power's strong local roots and relationships. KION Group will also have access to a larger supplier base throughout China and Europe.
In 2012, Weichai Power has invested a total of EUR 738 million, including EUR 467 million for the acquisition of a 25% stake in KION Group through a capital increase and
EUR 271 million paid to Linde Material Handling GmbH to acquire its 70% majority stake in Linde Hydraulics. Proceeds from this transaction further strengthened KION Group's capital structure
  • Posted 28 May 2013 00:16
  • Modified 31 May 2013 05:06 by administrator
  • Discussion started by Daveilift
  • west yorks, United Kingdom
Showing items 1 - 15 of 22 results.
Interesting
  • Posted 17 Aug 2013 09:54
  • Modified 17 Aug 2013 16:59 by poster
  • Reply by Forkinliftruk
  • West Yorkshire, United Kingdom
That's good news Bucknut!
  • Posted 3 Aug 2013 02:50
  • Reply by EasyM
  • South Carolina, United States
KION stock trading up again today at 25.44
  • Posted 1 Aug 2013 22:34
  • Reply by Bucknut
  • Ohio, United States
They seem to have gotten enough cash to clear things for now.

Looks like some very adventurous accounting though.

Only Time will tell.
  • Posted 19 Jul 2013 20:51
  • Reply by Normandy
  • Co. Cork, Ireland
Hi Normandy they opened at around 24.0 euro and have dropped to 23.5 euro won't be long before they are down at about 12 which is the right value ,
  • Posted 8 Jul 2013 16:11
  • Reply by Daveilift
  • west yorks, United Kingdom
lifter1,
Take a look at the web site for MCFA dot com & see how much Mitsubishi - Cat and Junghenrich are joined at the hip. Maybe not so much going on in Europe but they seem to be dancing a lot in North America.
  • Posted 4 Jul 2013 19:45
  • Reply by johnr_j
  • Georgia, United States
"Have An Exceptional Day!"
Any Idea how things washed out ?
  • Posted 4 Jul 2013 18:04
  • Reply by Normandy
  • Co. Cork, Ireland
KION have set the share price at between Euro 24 - 30 per share and are only making the offer open to people in Luxembourg and Germany. the closing date for the offer is today. wonder if it was full subscribed or do the banks have to bail the IPO out. What will be interesting is on the 28 of this month when they start to trade to see how big the fall will be in the open market. The underwriters will want to get rid of them at whatever loss they can. The real value with Weichai power owning 30% equity and being able to take up to 50% plus the original deal would value the share at between Euro 8.00 and 12.00 well under the value of the float.
  • Posted 26 Jun 2013 19:34
  • Reply by Daveilift
  • west yorks, United Kingdom
See KION have said that Weichai Power will not increase its share holding to over 50% meaning they will take up to 50%. No one will want to work with a partner who owns 50% because if they don't get on they can do what they like. China Development Bank has agreed to lend up to EUR500 million to KION i remember how Junghienrich got hold of BOSS did the German Banks lend Steinbock money then called it in to allow for Junghienric to take it over. Could we see history repeat it self in a couple of years allowing the Chinese to take over KION on the cheap
  • Posted 13 Jun 2013 17:44
  • Reply by Daveilift
  • west yorks, United Kingdom
Quite a interesting bit in todays Financial times UK. Kion are to raise 500 Million Euro by IPO Weichai Power to increase share holding to 30%, KKR and Goldman sacks to sell part of there share holding and the value would be 5 billion euro. This all looks very well. But Weichai only paid 467 million euro for 25% meaning the company would be worth only 1.868 billion based on this.

So why would anybody ant to pay 500 mill for around a 10% stake if the articul is correct and weicha would not be a majority stake holder.

Looks like it will be a quicker way to lose money than either buying a premier league football team or facebook shares.


The one thing is for certain the city people don't understand the business. if they are willing to pay 500 mill for a stake more than 50% less than the Chinese less than 12 month ago then good on KION. If you don't mind losing money then this is a great investment
  • Posted 5 Jun 2013 06:19
  • Modified 5 Jun 2013 06:20 by poster
  • Reply by Daveilift
  • west yorks, United Kingdom
I haven't seen anything come out of China which is worth a ****. It's all throw away junk- works ok when new, but quickly the little things start to go. Getting parts is a nightmare (when you can get them), & boy- the parts aint cheap!

The cheap purchase price quickly becomes a distant memory when frustration & repair costs set in
  • Posted 4 Jun 2013 07:15
  • Reply by bbforks
  • Pennsylvania, United States
bbforks (at) Hotmail (dot) com
Customers love technology- until they have to pay to fix it!
That's rubbish, I have worked on a 16 ton HC truck which had Kessler axle, ZF transmission and cummins engine but the rest of the truck and the build quality was a load of crap it was always breaking down!
  • Posted 2 Jun 2013 05:38
  • Reply by forkinlift
  • Bucks, United Kingdom
A truck is only as good as the components that go into it. The Heli uses the same components as the Kalmar so it stands to reason on this grounds it should be good
  • Posted 2 Jun 2013 00:05
  • Reply by Daveilift
  • west yorks, United Kingdom
Sorry but just because a truck looks good doesn't mean it is good I can't see the big heli being anywhere near as good as a linde or hyster. I remeber when the big pro5 doosans came out I thought they looked good but I soon found out the truth. I stand by what I say I haven't come across a good heli yet and don't expect to in the forseable future
  • Posted 1 Jun 2013 23:50
  • Reply by lifter01
  • West Yorkshire, United Kingdom
well to answer the question yes there will be prototype and it will be launched in Saudi later this year. The first two will be a 6,000kg and a 10,000kg
  • Posted 31 May 2013 23:24
  • Modified 31 May 2013 23:39 by poster
  • Reply by Daveilift
  • west yorks, United Kingdom

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