Wednesday, June 27, 2007

披露易適應異

港股又見低開,以為調整繼續,怎知一路抽上,足足彈近200點至21,950點,隨後又打回原形,午後悶局一場,恒指全日僅跌18點至21,803點收市,國企股指數則續跌1%,與內地股市反彈表現各異,總成交約749億元,再縮近百億元。


恒指跌得少,當然與中國移動(941)逆市升0.55元至84.8元有關,但並非單天保至尊,新鴻基地產(016)獲高盛品評後,股價單日即揚,最高見94.5元,收市仍升2.5%至93.7元,成交額13.96億元。高盛話,對新地在本港豪宅和商業樓宇,以及內地土地儲備增加前景改觀,故將評級從「中性」提升至「買入」,未來12個月的資產淨值由98.2元調高至110元,即收市價較其預測價值仍有約14.8%折讓,難怪成為昨日藍籌焦點。


記得新地副主席兼董事總經理郭炳江曾指在內地收購地皮快有好消息,而該集團率先將上海國金中心部分寫字樓讓滙豐做中國總部,單是該賣點已為物業增值,但大市牛皮,真能獨造好?


港交所(388)終於排除萬難,推出「披露易」計劃,讓上市公司無需再將通告刊登在報章上。至於一直以刊登通告生意為收入來源之一的經濟日報集團(423),於3月底止年度業績當然不受影響,全年多賺22.2%,全年更增派股息26.7%至共10.9仙。經濟日報主席馮紹波於06年捐出10%股權予香港大學,即HKU可獲470.44萬元股息收入。過去政府鼓勵大學努力找善長仁翁捐款,然後以用配對基金方式支持有關大專院校,但今次HKU所收股息,未知日後是否可視作捐款呢?但該集團在業績報告中已表明失去通告刊登生意,業務將進入鞏固期,影響有多大要看收入能否多元化。


不過,無需看報紙,上網看通告也要醒目一點,皆因實施「披露易」計劃後,現行規定,在前一天的晚上11時前能上載通告至港交所網站,則可於翌日早上復牌,但像安徽海螺水泥(914)公布申請發行A股集資,以及禹銘投資(666)披露出售亞洲博覽館權益兩則通告為例,他們分別於昨日早上6時21分和6時41分才將有關通告放上港交所網站,故他們需停牌半天,與以往將通告刊登於報章後,便可於當日早上復牌做法有別,但仍可於昨日下午2時30分起恢復買賣,實行讓投資者有多點時間消化有關消息的含意,然後才決定投資策略,故此大家就要注意有關交易對股價的影響。至於安徽海螺水泥下午復牌後,股價便逐步攀上至近全日最高位52.8元收市,報52.6元,升1.9%。至於禹銘投資更最多升26.3%,收市僅升4.2%至0.495元。兩隻股份均能逆市向上。


未知是否想更清楚交代關係,通告此起彼落,如世紀建業(079)昨日於12時34分披露股份於12時27分暫停買賣。然後該集團又於同一時間刊發另一通告,交代暫停原因,就是待發出一項有關建議供股之通告。信德集團(242)於昨日上午9時23分披露由上午起暫停買賣,待發出一項非常重大收購兼關連交易之通告後,於9時41分又重複公布停牌,只多一句話:「與該公司有關所有結構性產品亦將同時暫停買賣。」這種重複情況出現在多間停牌公司的通告,恐怕上市公司自己還未摸熟這種披露方法。


禤中怡昨晚又發現另一停牌公司合和實業(054)趕及在規定時間內刊登通告,原來該公司以45.8億元出售澳門濠庭都會項目予信德,大賺42億元,股份可於今日早上開市時恢復股份買賣,但信德卻趕不及刊登通告,恐怕要多停牌半天,買賣雙方若不能同時復牌的話,認真奇怪。


(6月27日刊於《am730》)

9 Comments:

At 2:05 PM, Anonymous Anonymous said...

公司的那兩個停牌通告, 一個(通常有公司 logo, word/pdf format)是上市公司自己登的, 另一個(較短的, 電報 format)則是聯交所發出的.

 
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