Thursday, June 07, 2007

滙豐也炒內地股

正當內地股市捧上天之際,香港的股民只能乾望,最多睇睇同內地指數掛鈎的A50中國基金(2823),皆因要買A股,除非你是內地人,或者找內地親戚朋友幫手才可。不過,滙豐最近「食住條水」,旗下滙豐投資管理竟然在此時推出投資內地的基金,聽投資界朋友講,反應算熱烈,相信要籌550球,即5.5億美元(約43億港元)問題不大。

滙豐這個名為精英策略中國基金可謂全攻型,投資範圍涵蓋A股、B股、國企股、紅籌股,甚至是民企股,總之同內地有關的都一網打盡。要基金成功,當然要講包裝,但未見有認購折扣、只是免贖回費,故要SELL的就是人氣。滙豐便找來兩間來頭不小的公司做投資經理。

第一間就是西京投資管理(Atlantis Investment Management Ltd.),其主席劉央就來自北京,投資年資超過14年,而她對中國的背景和人脈關係自然比一般港人更深,而本身亦是西京的股東之一,投資時必更「肉緊」,皆因公司業績好,自己都有好處。

她最經典的名句就是於03年5月沙士疫情期間,重申保持對中國的信心,未來3至5年內將可獲豐厚的回報,更相信無法從日本、台灣、甚至南韓獲得相同回報,因內地股市當時下跌,正好提供低價買入一些超賣股份的機會。今日回頭一看,證明她的眼光獨到之處,若果她身體力行,真的在該段時間投入資源,相信獲利豈止豐厚,簡直是驚人。再看看由她擔任投資顧問的Atlantis China Fund和Atlantis China Fortune Fund,於06年的回報率竟高達98.1%和73.3%,點到你唔服?難怪西京管理的資產由以前的數億美元,大幅增至42億美元(約327.6億港元)。

在聯交所網站稍為一查04年起的投資,原來西京投資管理持有顯著投資的上市公司數目便曾達40間之多,當中投資H股就佔19隻,其餘屬民營企業,有細細粒的企業如持有市值僅2.76億元的直真科技(2371)10.25%股權,亦持有大型企業像廣州廣船(317)8.02%股權,總之涉獵甚廣。即使在近半年,披露仍然持有的股份亦有24隻,可謂相當進取。

至於第二間負責該基金投資的Martin Currie Investment Management本身管理的資產更達267億美元(約2,082億港元),四分一資產為與中國相關投資,其Martin Currie China Ltd聯合主席Chris Ruffle能操流利普通話及日語,已經在溝通方面勝人一籌,起碼不用翻譯幫忙。他更已在遠東地區打滾超過24年,更早於97年已開始研究內地A股市場。

他原來也是親力親為的投資者,甚至專門做親身探訪和研究有關公司,了解公司運作等,並從中發掘具增長機會的中小型企業,而現時其A股基金規模已超過10億美元(約78億港元)。

同樣,Martin Currie Investment Management亦參與港股投資,在04年起便曾持有21隻股份,目前持有的股份包括成謙聲匯(2728)約6.6%,亦持有創業板股份如天津天聯公用(8290)約6.06%股權等。

不過,禤中怡看一看,兩間公司投資的股份竟然沒有太多相同之處,即使有相同的,但部分持股已少於5%而無需披露,究竟是否仍然持有該批股份就不得而知,但多少亦反映兩者投資取態不同。

禤中怡並非幫手做推介,只是看到滙豐面對內地股市大幅波動之際,名人官員齊話內地股市存在泡沫,依然看好後市,多少反映該行對中國市場前景的看法,否則何苦要設這隻基金。此外,亦可看到並非單純以為散戶投資者追捧內地股市,機構性投資者對內地股市這個龐大市場仍然趨之若鶩。

(6月7日刊於《am730》)

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