Wednesday, August 30, 2006

供股王重出江湖

永義國際(1218)昨日早上暫停買賣,待發出一份有關建議股本重組及供股之通告。翻開資料,原來該集團於今年4月方以每兩股供1股,供股價每股0.12元,集資逾7,000萬元,主要是在合適時擴充物業組合。估不到短短四個月,該集團又要「伸手」,做該集團股東不但無法享受股息成果(04至05年度才每股派0.5仙息),分分鐘連老本都被抽乾。

堪稱供股王,集資紀錄肯定「勝人一籌」。雖然05年沒有抽水,但04年6月已曾以每兩股供1股方式,按每股供股價0.11元集資約4,750萬元,當時用作還債及營運資金,即不是用作「搵錢」。至於02年8月更以1供3方式供股,供股價為0.12元,集資約7,740萬元,同是還債。在01年7月底曾每兩股供1股,每股供股價0.15元,集資約5,300萬元,大部分仍以還債為主。值得注意的是,當中尚未計及股份合併及股本削減等效應,如不供股,分分鐘攤薄至連「渣」都無。

往事只能回味,官主席(官永義)既已離開董事會,由謝永超出任主席兼行政總裁,而官永義太太雷玉珠續任執行董事兼副總裁,理應重新出發,加上該集團最新年報顯示,06年3月底銀行負債已大減98%至381萬元,即使有大型發展大計,借貸融資仍有空間。奈何集團這次供股的原因必然又是甚麼融資成本高,讓股東有機會參與投資等等,股東只好苦笑。

未知是不是有緣,該集團自05年8月高位0.194元輾轉回落,至昨日的0.11元附近又停牌供股,認真懂得低位集資的機會之餘,股價與多次供股價水平相當接近,是不是提醒股東「到價」供股呢?

生物柴油:對辦的新能源概念

近期中環話題都圍繞新能源與環保概念的股份,不過禤中怡發現,除了經營污水或食水處理業務,如中國水務(855)、天津創業環保(1065)與早前介紹的東江環保(8230),能正正經經做生意外;目前上市的都是不倫不類的環保概念股,買進它們可能與將錢倒落大海一樣。正當禤中怡想放棄時,卻發現內地從事生物柴油業務的公司名為四川古杉油脂化學,準備來港上市,傳聞保薦人為瑞信,深信環保概念潮即將爆發。

先談談所謂生物柴油。生物柴油是將非食用油轉化為液體燃料,而最新的技術已可以使用動植物的油脂為原料,不過現時多數的原料為大豆、甜菜、油菜等,由於成本與售價較石油提煉的柴油為低,故在油價高企下急速發展起來。加上生物柴油含硫量低,二氧化硫和硫化物較一般柴油減少約30%,其廢氣標準符合歐洲、日本與美國的要求等,反映商機無限。

在內地從事生物柴油的公司需要擁有一定的技術與知識產權,故入行者不多,現時最知名企業除四川古杉外,還有海南正和生物能源、龍岩卓越生物能源等,產量介乎4萬至10萬噸,算是一個朝陽行業。此外,內地剛公布的《可再生能源法》將生物柴油列入國家標準的生物液體燃料銷售體系,換言之,該行業已受國家支持,如農業一樣大開綠燈。而ABN荷蘭銀行早前統計,到2010年全球生物柴油產能將由2005年的550萬噸增至1,500萬噸,以應付油價高企下的龐大需求。禤中怡認為,買進生物柴油公司,遠較買進歐洲塑膠廢料回收的公司,更踏實和實際。


(8月29日刊於《am730》)

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