Wednesday, June 13, 2007

郭氏兄弟愈溝愈淡

港股經過周一彈百點後,昨日已經「腳仔軟」,恒指開市頭半小時已不見150點,因為內地5月消費物價又踩過警戒線,上升3.4%,以為借勢調整,但好友低位力頂外,內地股民一於懶理,大跌後反升,幫助港股一把,逐步收復失地,收市反微升20點至20,636點,再一次展示甚麼叫V型反彈,不讓淡友佔上風。


至於內地股市更恐怖,深滬兩地逾千隻股份上升,不少更漲停板。但加息陰影已反映在中資銀行股身上,中國銀行(3988)A股跌0.19%,H股亦跟隨逆市微跌,而交通銀行(3328)和中信銀行(998)A股跌幅均逾1%,其中後者更跌穿招股價5.86元,低見5.83元,幸最後十餘分鐘重回5.88元收市,避免破底,無辜負有心人士支撐的苦心。


昨日市場焦點理應是西九龍海輝道地皮以高價成交,怎料臨門一腳,有人入稟司法覆核,要求重新規劃,不知是否受消息影響,還是地產商計過可能有「手尾跟」,拍賣場只有例牌大孖沙舉牌,最終僅以55.6億元的市場預期下限成交。賣地成績雖差,投不到地皮的信和(083)、恒隆地產(101)及嘉華(173)等反升約0.7%,相反投得地皮的新鴻基地產(016)卻倒跌5仙至89.15元,人人嘖嘖稱奇,而大股東郭氏3兄弟增持股份的作價亦愈買愈低,由5月初入市每股93.33元、之後92.58元又買,6月3次增持股價更由90.06元回落至88.86元,莫非無聽財經演員話,投資唔好「溝淡」?


重磅股牛皮,相比之下,仙股炒味甚濃,尤以中建科技(261)表現驚人,股價只升約7%,但單看成交額就嚇死人,有成14.79億元,壓倒滙豐控股(005)、中國石化(386)等藍籌股成交額,僅敗給兩隻中資股而屈居最大成交額第三位。該股由5月中起步,股價從0.043元開始,較昨日收市價0.076元累升76.7%!至於持有該股逾50%股權的中建電訊(138)亦母憑子貴,跟隨升6.9%至1.69元。需注意的是,中建科技曾發盈利警告,講明中期業績將虧損,大家要多研究了。另外兩隻毫子股表現凸出,世紀城市(355)和創新能源(702)成交額各有5.2億和4.77億元,鑊氣強勁之外,股價分別升7.14%和13.56%,他們的共通點都是轉玩能源開發,真的炒到天昏地暗,大家小心小心!


黑石上市發大財
一盤生意要做得好,當然希望年年賺錢,倘最後能成為上市公司,相信是不少老闆終極夢想,像美國私募基金黑石集團(Blackstone)創辦人皮特森(Peter G Peterson)和謝瓦茲曼(Stephen A. Schwarzman)於1985年由一間小小公司開始,發展成為於美國紐約交易所上市,兩人的付出終於獲得巨額回報。


據集團申報的資料顯示,任主席兼行政總裁(CEO)的謝瓦茲曼在招股中,將至少獲4.495億美元(35億港元)花紅,至於皮特森更獲18.8億美元(約146億港元)帳面利潤,較美國去年大型企業CEO平均獲得的1,520萬美元花紅,多出28倍以上。


但大家不要譁然,其實兩位億萬富豪並無固定年薪,只依據所持公司股權以分配投資收益,即獎賞兩人的投資眼光,投資準確自然收穫甚豐。謝瓦茲曼去年收入便達4億美元,高過華爾街五大投資銀行CEO合併年薪,而黑石集團上市,他亦趁機賣舊股套現6.77億美元。至於年屆80歲的皮特森計劃明年底退休,故相信今次藉上市而出售大部分股權,持股量降至4%,出售股份價值13億美元(約101.4億港元),真的可以全身而退。


(6月13日刊於《am730》)

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