Thursday, April 26, 2007

保險賣枱遊戲開始

Richard Li(李澤楷之英文名)又想賣枱離電訊盈科(008),相信已成公開的秘密,因為上次差點賣給番薯梁(Francis Leung),即使再來一次也會有買家承接,且看私人投資基金瘋狂買貨便知。

話時話,Richard間新加坡上市旗艦盈科拓展於23日原來已獲股東通過,批准將盈科保險(065)股權出售予富通集團,真的不知不覺。如果Richard最終連電盈都出售,盈拓豈非變現金公司?

講起保險,原來收購遊戲又再開始。同保險界朋友談起,其實市面上仍有多間保險公司有意放盤,像「美國大城市保險」、「英文字母保險」等都想脫手,至於早前滙豐控股(005)傳收購英國保誠保險(Prudential plc) 就更加是世界級收購。

至於甚麼公司還有興趣呢?朋友話本地龍頭保險公司大A有水喉,加上收購可即時壯大規模,所以聽聞開始探口風,看看會否相睇成功。除此之外,有歐資保險公司仍想佔一席位,所以亦密切注視。

香港作為國際金融中心,為甚麼這些保險公司也會放棄這個基地呢?畢竟 ,香港保險業在04年起持續增長。根據保險業監管處統計保險公司最近呈交的財務報表顯示,毛保費總額增加了19.5%至1,219億元,佔香港本地生產總值的9.6%,而且保險公司經常話人均保單數目少,仍有發展空間云云。

不過,朋友話,其實業內競爭相當激烈,特別是銀行加入戰場後,要在這個較成熟的市場再壯大業務有困難,靠冷銷(cold call也)亦不易,例如行街被人招呼上車講保險,其實迎面招手的並非有保險牌,上車後那個坐定定的才是真正保險經紀,但肯上車傾就認真有難度。

更重要的原因是,有些保險公司的母公司無心戀戰,可能放棄香港,投向內地。其實,香港有47間保險公司做壽險等業務,有18間更經營一般和壽險業務,食這行飯的從業員更超過2.6萬人,試問點分食?難怪朋友話收購合併整固後,相信留下來只有10間、8間而已。

長假前內地股民續炒高
五一勞動節黃金周長假期將臨,內地投資者卻似乎無懼中央最喜愛在假期前「出招」的風險,繼續推動上海綜合指數連創3日新高,最高見3,769.247點,收市報3,743.959點,升0.63%。深圳綜合股指數亦僅微跌4.16點至1,042.66點收市。兩地成交額仍有2,630億元人民幣,較前日少300億元人民幣。

中資銀行股A股表現突出,如華夏銀行漲停板,主因交通銀行(3328)A股將登陸內地市場,該股H股逆市升0.47%至8.39元。不過,其他中資銀行股H股則隨大市回落。

由於期指臨近結算,加上缺方向,恒指亦微跌36點,收市報20,536點,國企股指數亦回落62點至10,177點,但成交額僅443.9億元,但轉倉活動增多,恒指期貨成交合約逾14.7萬張。由於今明兩日有兩隻大型新股登場,大戶必造好慶祝,相信恒指在20,500點附近結算問題不大。

題外話,昨日提及財經演員參加政黨的投資講座,可能得不償失之際,有立法會議員擔心證券分析員在報章發表文章提及個人投資決定和行動,可能誤導小股民,證監會話自04年1月至今,共接獲13宗有關證券分析員在大眾傳媒的言論可能構成誤導投資者的投訴;當中有11宗投訴不成立,其餘兩宗個案證監會正在審核。以投訴數字計,實在不算多,且暫未有成功入罪個案,但已反映風險所在,隨時被人「將軍」。

(4月26日刊於《am730》)

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