Monday, January 22, 2007

下一隻紅底股誰屬

國企股需喘喘氣,藍籌股則發威。繼長江實業(001)及新鴻基地產(016)晉身「紅底股」,即股價超過100元後,下一個最有機會加入「紅底股」的股份,相信非港交所(388)和太古A(019)莫屬,皆因兩股收市價已見92.1元和94.75元,而且愈升愈有,昨日各自升逾3%,若每日升多兩三元,相信很快超越100元大關。至於和記黃埔(013)股價亦已見81.25元,但面對市場對3G業務抱懷疑態度,股價欲進一步向上,料有龐大阻力。另一隻黑馬就是思捷環球(330),該股股價自今年初從高位89.5元滑落後,曾一度跌破80元,但歐元匯價續強,股價不難再受追捧,且看喜歡養馬的邢李(火原)能否再一次「拉頭馬」,拉這隻思捷破百元大關。

另外,大市壯旺,二三線股亦趁勢搶錢,股價波動加劇。中華藥業(8120)配股後,股價復牌即大升2倍至0.48元,收市略收窄至升1.59倍,報0.405元,仍屬升幅之冠,成交量亦大增至2.7億股。該公司以先舊後新配售2.6億股,每股0.148元,大股東汪世忠連同新股東JBC Bio Tech,和接了那批舊股的基金,合共持逾70%股權,難怪貨源歸邊即炒上。接貨的基金一日帳面便賺逾6,682萬元,認真和味!汪世忠在股民心目中應不陌生,他曾持有兩間上市公司太平協和及協和建設,發展房地產和石油分銷業務,著名項目非與長實(001)合作的馬鞍山聽濤雅苑莫屬。他及後將兩間公司逐步私有化,淡出股壇,當年太平協和上市編號(438)已歸彩虹電子使用。

星洲鬥香港未停
禤中怡昨日話新加坡開賭搶賭場生意,那邊廂前新加坡總理李光耀又發揮強人本色,雖然政府尚未公布細節,但這位退休亞洲政要話新加坡要調低公司利得稅,至少要降低1%,否則將輸給香港。不得了!新加坡真的衝著香港而來,勢要增強自身競爭力去搶生意,因為該國目前向企業徵收的公司利得稅為20%,香港的稅率則只為17.5%,兩者相差2.5個百分點,若果他「開口中」(按:雖然他已退下來,但影響力是否減退,大家心裡有數!其實新加坡政府於下月15日提出下一個財政年度總預算時,才會宣布降低公司利得稅細節。),將公司利得稅率降至19%,便可把港星兩地稅率差距收窄,顯然是一項針對性部署,只要看李光耀接受《海峽時報》訪問時指:「你們都知道,這個世界競爭非常激烈。他們是否來新加坡,不是因為他們是否喜歡新加坡,他們來了,因為回報比較好。」

全球商家均知香港以低稅率馳名,高自由度亦相當受歡迎,資金流出流入幾近無任何限制(洗黑錢除外),對比泰國、南韓等限制外資資金流向政策,自然競爭力強得多。今日新加坡作勢要搶攻,香港其實有否應變招數呢?其實部分國家公司利得稅率以05年水平計,仍較香港為高,像南韓徵收的稅率達27.5%,歐洲聯盟徵收約25%公司利得稅。香港於2000年時曾徵收的公司利得稅只為16%,港府在今日庫房收入已豬籠入水的情況下,或者還有減稅空間迎戰。

最重要的是,新加坡政府原來也計劃調高消費稅,從目前的5%調高至7%。香港只要一日不收該稅項,新加坡就必落後。從此次該國稅率調整可見,他們重商輕民,情願叫國民suffer,也要搶公司的投資。或許以為公司樂於投資,國民生計便有著落,但若外資見要徵消費稅,計一計,一加一減後,可能得不償失,因為也要在當地採購、設寫字樓等吧!所以不要單看一個稅率,否則香港索性取消公司利得稅,狂加印花稅,實行從大家在金魚缸賭多鋪中抽稅,屆時你估外國公司會否來港呢?

(1月23日刊於《am730》)

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