Wednesday, May 16, 2007

細價股搶錢命運各異

再一次印證港股與內地股市同聲同氣。雖然恒指早段抽上,奈何內地壞消息出現,除落實抽高存款準備金率外,中國證監會嚴禁基金投機買賣又成為造淡藉口,令內地股市顯著回落,而恒指也要跟隨向下,反跌111點,但注意成交額仍有778億元,未算大幅萎縮,小心「挾淡倉」!

藍籌股大股東則選擇增持,未知是否看好後市呢?如新世界發展(017)大股東周大福企業,自願披露於周一增持0.49%股權至36.53%,惟未披露作價,亦沒有交代在場內或場外購入股份。此外,周大福又減持新創建(659)股權,略降0.04%至58.83%。另一方面,電訊盈科(008)主席李澤楷上周四亦以每股平均價4.71元購入逾398萬股,涉1,874.5萬元,股權增0.05%至28.06%。不要小看這手貨,因為按照證監會《收購合併守則》,大股東若增持至30%股權,便須提出全面收購,小股東又有套現機會。若果李澤楷要避免提出全購,就要小心計準股權,免得多過頭而招煩惱。

細價股亦不甘後人,主要找大水喉,像經營街市的宏安(1222)竟找來雷曼兄弟用450萬元認購一批認股證,兼斥5,400萬元向大股東買1,000萬股,如行使認股證就成為第二大股東(6.53%股權),且看今日復牌後莊家有多強實力。之前多隻股份「批盪」,但命運各異。永安旅遊(1189)用0.8元配3.2億股新股,籌2.56億元,股價昨日即插落0.8元配股價收市,跌幅近7%,小股東無仇報。新時代(166)亦發行7,000萬股,每股作價0.78元,籌5,460萬元。雖然作價較停牌前大折讓10%,復牌卻大升,曾破一皮,收市仍升10%至0.96元,實行皆大歡喜。

梅鐸收購動之以情
不要以為有錢萬能,新聞集團主席梅鐸(Rupert Murdoch)斥390億港元購道瓊斯(Dow Jones & Company,Inc.),遭其大股東之一Bancroft家族阻撓。梅鐸亦非善男信女,即動之以情,原來曾於本月11日去信Bancroft家族,更於集團旗下報章《澳洲人報》(The Australian)網站刊出該信件。梅鐸先對收購戰令該家族造成不快表歉意,並針對新聞干預和編輯方針等批評,開宗明義話自己是一名報人「I am a newspaper man」,儘管對報紙有強烈意見,但仍尊重新聞機構內的獨立性和公正。

梅鐸仲話道瓊斯資產之一的《華爾街日報》具備這種獨立性,任何干預甚至可能出現的干預亦會破壞報紙與讀者之間的信任,亦是這個傳統令他看上道瓊斯。他更搬出像其家族辦報精神,指其父親Sir Keith Murdoch亦是一位記者,於1953年逝世後,梅鐸回澳洲接管生意並發揚光大,相信作為父親的Sir Keith Murdoch亦會見到自己兒子能夠承繼對報業的熱愛,必深感驕傲。客套話講完,梅鐸直入正題,強調集團於07年度投入13億美元(約101億港元)拓展業務,若購入道瓊斯就投入更多,同時保證維持其獨立性,如像英國《泰晤士報》般設立一個獨立編輯委員會,確保《華爾街日報》編輯和總編輯須獲大部分委員批准方可獲聘或解僱;另一方面,也會進一步投入資源予道瓊斯基金「Dow Jones Foundation」以提倡新聞自由等。他更建議Bancroft家族日後繼續參與合併後公司業務,並委任一名家族代表加入新聞集團董事會。

此外,新聞集團又會幫助道瓊斯發揚光大,如開拓新市場、擴展中國和印度市場,更提供歐洲這個龐大發展空間,並且將業務走向數碼化。最後,人才更是他的頭號重點,所以保留現有團隊亦是收購的優先要點,實行籠絡人心。這位傳媒大亨的確懂得利用傳媒,但這封公開信無疑也是一份範本,讓大家知道收購的策略並非單一靠提價這種粗糙的伎倆。

(5月16日刊於《am730》)

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