Thursday, June 28, 2007

大基金齊掃毫子股

港股差點出現V型反彈,恒指上落波幅進一步擴大至238點,反映角力情況加劇。恒指低見21,562點後,尾市又見買盤承接,可以接近收復全部失地,全日僅跌98點至21,705點收市。國企股指數亦不遑多讓,收市只微降2點,見11,914點,總成交額795億元,略有增加。



其他細價股亦氣勢如虹。禤中怡日前談到基金搶入細價股後,南海控股(680)高調話,高盛旗下Goldman Sachs International London在市場上以每股0.29元購入其33億股,即約4.82%股權,相信批貨來自南海控股其中一位主要股東林小春,而林小春賣股套現9.57億元後,仍持有南海9.83%股權。



有如此巨型股東加盟,南海股價怎會令人失望,昨日一開市即抽上0.37元,升幅達19.3%,可惜後勁略欠動力,只能升15.7%至0.33元收市,但如高價追入的即日鮮,恐怕要「坐艇」或打靶離場。至於高盛當然穩賺不賠啦!手上批貨一日就帳面賺1.32億元!



至於轉型做房地產及建材業務的安歷士(723),早兩日用0.5元批3.07億新股出街,集資約1.53億元。本來無甚特別,因為配股價較停牌前收市折讓達12.28%,似乎是搵好友支持。



但原來認購的其中一個投資者,包括澳洲基金公司Tricom集團和Wellchamp集團,當中Tricom集團在澳洲已是第二大基金。不過,該股昨日竟大跌7.4%至0.5元,只能守住配股價,真是未嘗甜頭,就先吃驚風散,所以話細價股上落波幅不小,須扣緊安全帶,兼隨時要跳車。



同投資朋界友談起,他亦同意禤中怡的觀點:「基金要追performance嘛!」簡潔中point,因為一隻細價股單日分分鐘有逾10%的升幅,如果不跟隨搏的話,人家掏腰包將真金白銀交給基金去投資,到年終計數,投資回報即使跑贏大市,但回報率依然不夠對手高的話,客戶或拿錢掉頭走,而這些客戶並非散戶般,而是退休基金等坐擁大筆資金的大客戶,所以佢話有些細價股已由過往的莊家股,搖身一變成基金愛股。



當然,你有你投資,我有我找門路。像金牌莊家「金勞詹」昨日又出手,他早已入股北京時裝(761),並持有逾8%股權,今次索性向大股東兼主席賈安民再購18.87%股權,將股權增至27.7%,成為最大單一股東,但又無需提出全面收購建議,因為股權未買夠30%或以上也,而所需代價僅涉4,310萬元,即每股作價0.72元,較停牌時股價0.79元折讓約8.8%,且看「金勞詹」今日又會否再施魔法。



披露易搞出事
剛談到披露交易的規定改變,上市公司適應需時,投資者亦要多加留意,昨日便出現兩種結果。話說合和實業(054)向信德(242)賣澳門物業,合和趕及於周二晚上11時「死線」前將通告於港交所(388)網站刊登,故昨日早上已可恢復買賣。至於信德則於昨日早上8時36分才披露有關交易,故只能於下午才復牌,遲了一步。



合和大賺,股價自然受刺激,最高攀上33.2元,升6.5%,收市仍升2.88%至32.05元。至於信德雖然只有半日交投,股價亦升1.8%至11.02元。



這種情況尚可理解,但漢傳媒(491)、中聯石化(346)和烽火傳媒(2362)就齊齊擺烏龍,因為該3間公司將各自的通告分別於昨日早上6時02分至6時50分刊登,按照現行規定,他們需待昨日下午方可恢復買賣,但他們在通告中均指會於昨日早上開市時復牌,烏龍認真夠大。面對如此場面,當然要做補救工作,漢傳媒算快,10時多便再刊通告話下午才能復牌,但中聯石化和烽火傳媒就分別要待至11時17分及中午12時才刊通告澄清復牌時間,眼見早上交投差不多完結才發通告,真的不知道作用有多大。



今次事件反映上市公司的管理層似乎未有好好準備。禤中怡明白,炮製一份通告歷經多層專業人員把關審閱,可謂「校十校」,即校對10次,在互聯網未盛行的日子,更是傳真往來不斷,但估不到今日各部門的校對水準下滑,連港交所的審批大員也走漏眼。



或許大家又可以話,皆因所使用的新系統剛剛上場,錯漏難免,但作為國際金融中心,實不應讓此問題出現,否則專業人士有何作用?而且投資者對市場的信心很重要,所以港交所應再次拿出質素來,不要再做「差不多先生」了。



(6月28日刊於《am730》)

9 Comments:

At 5:43 PM, Anonymous Anonymous said...

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