Tuesday, September 26, 2006

香植球後人出動

近期招股集資上市新股多不勝數,見報稍為少一點,分分鐘會遭人遺忘,除了剛於上周五掛牌的招商銀行(3968)外,將於10月招股的中國工商銀行定必成為市場焦點,難怪其他新股要諗計提高曝光率及知名度。

禤中怡剛揭開一些招股書看看,最新發現本周招股的金寶通(320)來頭不小,雖然並非如招行、工行般吸引一眾大孖沙、或是中東資金入股,即使該公司第二大股東名為梁綺莉,初聽之下亦不覺有何特別,但只要看看她的配偶英文名Heung Lap Chi,原來是香植球家族成員。至於梁綺莉持有該股擴大股份後約23%股權。

講開香植球,他素有「股壇怪傑」、「香大俠」等多個稱號,相信最為人熟悉的是他以近天價出售施勳道23號「玻璃屋」(後曾易名為創世紀)予有「大廚坤」之稱、現任東方明珠創業(632)主席黃坤當年所持的明珠興業,香植球當年以160萬元購入該物業,96年底以5.4億元出售,因而創下了全世界最貴獨立屋售價的「健力士世界紀錄」,該物業輾轉落入許榮茂領導的世茂國際(649)手中。

除了有香植球家族成員為股東外,金寶通亦吸引惠理基金趁上市招股時入股,惠理於國際配售股份中購入約3,600萬股,佔配售股份中的20%,將持有金寶通約4.5%股權,並有6個月的禁售期。另外,禤中怡亦於招股書中發現久違了的前恒生銀行(011)副行政總裁陸觀豪,原來他於今年初成為該公司的獨立非執行董事。至於金寶通這間公司,主要從事電子控制及自動控制裝置產品,即是差不多講得出的電子產品,似乎都用得上,例如家電中的雪櫃、洗衣機的控制裝置,大型如工商業用控制裝置、保安控制等。過去3年截至3月底全年盈利分別為9,298萬元、1.3億元以及1.4億元,年複合增長率達逾三成。至於是否認購得過則見仁見智,禤中怡亦不打算作出任何投資建議。

一人一手=共產主義?

禤中怡上周在陸羽茶室聽見茶客們抱怨,招商銀行又抽唔到:「今次無理由㗎?大陸金融股都好興「一人一手」,今次買唔到真係好激氣!」事實上,由於以往大型國企招股,均採取「一人一手」的策略,個個股民都分到一杯羹,令他們覺得這個分配策略好像是「老馮」(麻煩編輯找更好的字眼)。理論上,抽得愈多,分配的機會愈大,這正是資本主義的特色,若你抽一手便可有一手,他們抽50手才只能有一手,為何不抽一手呢?香港金融市場早已染有共產主義色彩,若長此下去不算是一個優點。

有融資界人士告訴禤中怡「一人一手」的壞處,讀者可判斷是否正確。他認為這種新股的分配方法,是鼓勵投資者不要用孖展抽新股,到最後損失的一定是銀行、證券商與上市公司;因為銀行放款少,利息收入便減少;沒有孖展客,證券商不能透過孖展息差獲取利潤;上市公司方面,認購資金減少,從認購金額所得到的利息收入減少。他提醒禤中怡千萬不要小看這筆利息,以天津港(3382)為例,集團上半年多賺1.69倍至2.04億元,當中9,700多萬元,是5月招股時凍結認購資金1,870億元所得來的利息收入,佔純利比重高達48%!若一人一手,上市公司便不能賺取龐大的利息收益,間接有負小股東所望。因此,這些分餅仔方法還是留給共產國家的股市實施吧。

還有題外話,禤中怡近期發現一個有趣數字,是關於存款保險制的,存保會總裁李令翔先生話,根據2000年的調查,存款10萬元以下的戶口佔總數的84%。據知,現在比例已進一步上升。但這些受保的存款僅佔全港存款總數的14%。(2000年調查的該數值為16%),而據金管局數字,整體銀行存款在2000年1月時為3.21萬億元,到06年7月為4.36萬億元,增加了35.8%,而過去6年本港人口的數目並沒有顯著增加,禤中怡按李先生的數據推論,換句話說10萬元以下的小額存戶的存款增長只有19%,佔整體存款數字愈來愈低外,存戶數目比例反而不斷上升,暗示甚麼事實?便是有錢人在香港愈搵愈多,打工仔的荷包則尺寸難進,故一些分析員用金管局存款數字推論香港人在過去6年的身家如何暴升,可帶旺樓市股市,實在有點兒牽強,身家暴升的依然是有錢人,窮人只有繼續捱窮,正是目前現時香港資本主義社會的特色:貧富懸殊也!

(9月25日刊於《am730》)

19 Comments:

At 11:25 AM, Anonymous 偶一為之 said...

"老馮" 應為"老奉", 即奉旨之意, 誤以"想當然"為"必然".

 
At 11:29 AM, Anonymous Anonymous said...

"老馮" 應為"老奉", 即奉旨之意, 誤以"想當然"為"必然".

 
At 4:13 PM, Blogger ShennongShi said...

真的是貧者越貧,富者越富.
當銀行公布業績時,又是賺了100多億.
可憐的供樓一族都是幫銀行及地產商打工!

 
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