Tuesday, April 03, 2007

中海油小股東打勝仗

股東力量有多大?且看連中國海洋石油(883)的一項普通決議案也被否決便知。

該集團上周五就建議向姊妹公司中海石油財務,存放68億元人民幣上限的決議案舉行股東特別大會,因雙方已構成一項關連交易。其實,這項關連交易已於04年開始,從初期存放36億元人民幣為上限。

不過,股壇長毛David Webb早已在上月中,炮轟中海油此舉有違公司管治原則,並認為中海油應把資金存放於獨立的金融機構,而非交由姊妹公司負責,以免引起利益衝突問題。

David Webb的警告似乎獲得響應,中海油昨日終披露當日有66.48億股投票,佔有權投票的股份總額的45.67%,反應算踴躍,而投票結果相信令股壇長毛感到振奮。因為有超過34.72億股投反對票,比投贊成票的逾31.75億股多出2.969億股,即反對比例為52.23%,決議案當然無法獲得通過。雖然禤中怡話是小股東勝利,但相信能夠用如此有隊形、有規模地投反對票的,非大型投資賓架不可,今次他們轉投反對票,未知是否受股壇長毛影響。公司董事長兼首席執行官傅成玉事後當然話尊重獨立股東對有關決議案的決定,不過,中海油將續利用中海石油財務提供的非存款服務,例如結算及貼現服務。根據上市規則,這些服務均獲豁免申報及取得獨立股東批准,至於存款服務安排,將根據股東投票結果重新評估,即代表股東要消除與母公司的千絲萬縷關係,的確不容易。

印度大跌市 外資睇實
新興市場的確吸引,且看越南股市愈升愈有,第一季已累升42.5%,投資者賺過盤滿缽滿,但不一定樣樣賺,如果今年大家看好印度,以為如中國般具備龐大人口的特性,恐怕要「損手」了,皆因當地股市首季已跌5.18%,在新興市場中表現較令人失望。若果昨日開市「撈底」,可能更遭滑鐵盧,因印度儲備銀行(The Reserve Bank of India)於上月30日起,將隔夜借貸息率調高至7.75厘的4年半以來新高,並將銀行儲備金率從6厘增至6.5厘,已屬去年聖誕以來第三次加息,藉此壓抑貸款增長和通脹率。

受消息影響,印度主要股票指數Sensex即時又表演一場高空跳水,單日下挫4.7%,為過去兩周以來最大跌幅,並成區內重創的最大市場,該指數全部30隻股份紛紛報跌。市場憂慮借貸成本提高,企業盈利將受負面影響外,銀行借錢的機會亦隨即減少,故全國最大銀行ICICI股價亦大跌5.2%、而地產發展商Unitech Ltd股價亦不見了5%。

其實,市場已出現兩種極端意見,互惠基金於2月已開始從印度撤離,在股市淨出售27.39億盧比(約4.96億港元),但海外機構性投資者卻做樂觀一派,從股票市場淨購入559.54億盧比(約101億港元),不但完全吸收基金離場的部分,更將注碼提高。

這些海外機構投資者近來已對印度虎視眈眈,如正在招股的黑石集團(Blackstone)已從Warburg Pincus挖來Amit Dixit加盟其印度隊伍,滙控(005)早前亦將負責亞太區外匯、衍生工具和固定收入銷售的負責人Tarun Kataria從香港調去孟買,協助拓展企業和商業銀行業務。早前瑞信(Credit Suisse)亦已於當地重新推出其證券買賣業務,可見外資如何看重這個市場。

印度股市之前在兩次加息後均下挫,亦屬正常不過的情況,待消化消息後,氣氛改善而回升,更重要的是有大鱷入場,試問怎會靜待收成,說不定又有驚喜。

(4月3日刊於《am730》)

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