Thursday, July 05, 2007

藍籌輪流炒 彈藥無盡時?

大市愈升愈有,恒指今日可能再「癲」過,因為內地基金和證券公司由今日起,可以正式以QDII方式投資境外證券,相信對港股提供炒作空間,加上美股周三無開市,不會阻頭阻勢,你話好友怎不借消息,出盡全力搶攻呢?


大市能夠續創新高,只靠港交所(388)和建設銀行(939)兩隻股份,就已經推恒指上升48點,至於大笨象滙豐控股(005)和中國移動(941)收市卻分別跌0.14%和0.23%,反映大戶利用「車輪轉」方式推高指數,可能今日將由這兩隻巨無霸接力,留意。至於華人置業(127)話可能賣盤,股價就曾飛升至16元,增30%,而收市依然增18.6%至14.6元,成交額有2.3億元,似乎大家都樂於捧場,而英國對沖基金TCI揸該股7.86%股權,究竟是大劉(即主席劉鑾雄)無心戀戰,抑或是TCI真的如此厲害,像看見領匯(823)般,估值偏低,以當時入股華置每股才8.33元計,較昨日收市價已帳面大賺75%。


其實,對沖基金除收購外,亦出手集資迎戰,如Och-Ziff Capital Management已公布計劃上市集資20億美元(約156億港元),皆因私募基金如黑石集團已上市籌集彈藥,並已出擊買希爾頓酒店集團,而另一私募基金Kohlberg Kravis Roberts(KKR)亦計劃在美國上市集資12.5億美元(約97.5億港元),可見大家都要搶錢,無論是對沖基金和私募基金均趁勢上市,均加快集資速度,因為拿著股東的長期資金運用,不像傳統集資成立一個基金後,經過一段時間便需將該基金解散歸還資金,更無懼加息潮的來臨,令利息支出大增,但上市集資是否意味收購陸續有來,接火棒遊戲未完,抑或是擔心銀根將會出現供應有限的局面?


眼高手低的欺騙伎倆
近期海外監管機構對大型投資銀行集團的一舉一動,虎視眈眈,如澳洲證監會指花旗集團涉內幕交易而告上法庭,雖然第一仗由花旗勝出,但澳洲證券交易所話可能要上訴,實行追打到底。


至於香港證監會先打小老虎,並成功判罰一名叫黃啟榮的男子,指其營造交投活躍的虛假或具誤導的表象。證監會指他採取不同的交易策略,旨在誤導正考慮買入或賣出邁特科技(現稱黃金集團(1031))股份,違反《證券及期貨條例》第295條的規定。究竟他用甚麼伎倆?原來黃啟榮售出邁特科技股份後,再以相同或更高股價買入同等或相近數目股份,由於這種交易根本不能達到任何真正意義,故此證監會已認為他可能意圖誤導巿場有關邁特科技股份供求狀況。黃氏更安排其女友開設證券戶口,透過她的戶口進行其他的操縱交易,來設定虛假的價格和買賣他自己的股份。雖然這件事發生在04年7月6日至7月30日期間,但在短短13個不同交易日的操縱交易,已推高邁特科技股價,令其市值暴漲超過4,500萬元。


黃啟榮的下場就是因操縱市場被判監禁4個月,緩刑18個月,及被罰款20萬元,並須向證監會繳付調查費逾2萬元。對一眾散戶而言,這件案件所產生的警惕作用,可能就如隔靴搔癢,只是輕輕刺一下,畢竟只要有錢賺,就會有人搭順風車,齊齊走兩轉,但這些蠱惑招數隨時會如歷史般重演,所以大家不要單單看成交,還要看這間公司的葫蘆裡賣甚麼藥,搭錯車就認真不幸,更不值的就是被這些低檔伎倆所欺騙。
(7月5日刊於《am730》)

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