Friday, May 25, 2007

爆棚哥幫卓施「復活」

一隻停牌近4年的主板股份能復牌已屬傳奇,有興趣投資一間長期停牌的創業板公司,兼且成功擺脫除牌危機的就更厲害。


今日開市時,卓施金網(8063)正式擺脫自03年6月10日起交上的惡運,股份恢復買賣,結束合共3年多的停牌歲月。該股前身受控股公司慶豐金集團(當時編號為501)前主席陳發柱兄弟被捕,業務頓時陷入財務困難影響而需停牌,最後陳發柱兄弟亦被裁定串謀詐騙罪成入獄,母公司股份更已從交易所除牌。


相反,卓施金網能夠脫離除牌命運,主要依靠的,就是被和黃(013)大班霍建寧稱為「爆棚哥」的陳國強。爆棚哥旗下德祥企業(372)於05年購入56.45%控股權,每股作價僅0.00575元,之後未有停下來,相反首先找新客戶,擺脫以往依賴單一客戶(即慶豐金),使更多客戶用其貴金屬交易系統,更變成無負債公司,06年營業額即大增1.2倍,可見爆棚哥認真有耐性。「執靚盤數」,自然趕及在除牌限期前交復牌建議。該股停牌前報0.013元,市值才3,612.7萬元,至於會否步近期一些創業板股份般展開升空之旅就要拭目以待,即使股價維持,爆棚哥每股帳面已淨賺0.00725元,帳面利潤便逾1,137萬元。雖然投資濕濕碎,但回報可以十分可觀。


所以話講財技,爆棚哥的確有一手,但背後付出的心血也不少。像他持有股份、靠食澳門水的澳門祥泰地產(199)最近已見異動,周三升11%至0.7元,而今年以來股價更已累升55%!至於手持38.19%股權的傳媒股漢傳媒(491)周三亦升10%,而手上亦有一批傳媒相關投資,如嘉禾娛樂(1132)、中國星(326)和美亞娛樂(391)等,股權由13.94%至60%不等,反映爆棚哥的投資取向。近年湊大的永安旅遊(1189)於06年底全年業績雖然虧損,股價亦已見0.93元,若果去年底飛撲入市,捧捧爆棚哥場的話,今日帳面回報已達82%,可見爆棚哥功力十足。不過,聯交所顯示,爆棚哥所持的上述公司股權,甚至持有永安旅遊約85.17%股權的資料中,部分可能計及假設行使一些票據或衍生工具後的股權比例,故實際股權就要慢慢計,但亦多少反映他利用這些投資工具的熟練之處。


計數分階段離場
甚麼叫做甜頭,且看中國國務院副總理吳儀送「大禮」就知道,而美國財長保爾森亦得以有體面地交差,誰人獲益就不得而知。美國金融業似乎成為今次大贏家,無論證券公司、保險公司和基金公司都可加快進入市場,但內地股市炒得熱哄哄,現在才入市一齊炒,恐怕獲利空間有限,真正開展業務亦談何容易,加上外資非美國一個,試問那個QFII額度如何分配呢?相信中國政治班子早已算到這些因素。


不過,冷不提防,美國前聯邦儲備局主席格林斯潘(Alan Greenspan)將「冰水照頭淋」,話內地股市要大調整,加入唱淡行列。禤中怡一直話這位老家人家雖退下火線,但餘威猶在,字字值錢,即使李超人加李四叔所造成的重量級震撼都不及格老。好了,大家應如何應付呢?禤中怡認為升到如斯地步,即使不大跌,也要「抖氣」,所以曾提過「小心挾好倉」仍有效,而且格老言論已令用外匯買賣的內地B股應聲下挫。若果A股真的需「抖氣」,或調整向下的話,港股實難獨善其身,不單國企股受影響,恐怕更拖累整體大市,因兩地股市關係較前密切。所以現時開始計數,分階段獲利,可能吃少一點「驚風散」,而近期中資銀行股表現疲弱,究竟是擔心息差收窄,影響盈利表現,還是看到有點不對勁呢?



(5月25日刊於《am730》)

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