Wednesday, August 08, 2007

二三線抽資潮

剛談到港股陷大跌小反彈局面,昨日便上演恒指先跟隨美股造好,開市不久便抽高240點,奈何淡友勇猛,隨即將指數拉下來,上午大市還未完結,恒指又再跌穿22,000點,再掙扎都無用,好友也投降,最後倒跌28點,收市報21,907點,而國企股指數更挫1%。


二三線股成重災區。事情很簡單,面對市況暫難好轉,當然是先將籌碼落袋為佳,專業一點說法,就是持盈保泰,賺錢後再作新部署。好似之前被股壇長毛批評得體無完膚的聯洲國際(048),原來瑞銀在停牌前減持2,320.99萬股,每股平均價為3.1元,持股量降至3.91%,起碼減少損失。另外,花旗上周減持創維數碼(751)3,082.4萬股;富達月初又減持天地數碼(500)692.4萬股,可能也是套現為上。


此外,近期壞消息頻出現,聯洲已迫至停牌,之後德發(928)又被核數師「保留意見」,加上傳出追收孖展、基金驚贖回而先增加現金比重等,均構成股價短時間內大幅下挫的原因,況且這類股份承接力比藍籌股更弱,重量級存貨一拋出街,股價怎能不直插而下。更重要的是,這類二三線股或受莊家支持,但莊家手持的「存貨」可能並非只有一隻股份,當要套現還款時,多隻股份同時成為套現目標,就會出現「火燒連環船」效應。


昨日場面便相當震撼,20隻最大跌幅股份中,股價跌得最少的也有24%之多,不計那些成交稀疏,即所謂「乾跌」的股份,多隻股份成交也不算少,特別是被負面消息影響的,股價插得更深,如永恩國際(210)生產鞋類產品,兼設門市,都算有基金緣,之前有摩根大通持有,之後降至少於5%後,有否清袋就不得而知,但另一邊廂有瑞銀加入,直至上月初仍持有約5.08%股權,但昨日股價急跌後,恐怕已嚇怕基金經理。


至於早前鑊氣甚勁,在短短3個月間,股價由1.43元炒上最高3.96元的香港建設(190)更可算連跌8個交易日,單是昨日,股價便下降5.2%,收市報2.36元,即過去8個交易日累積跌幅達36.3%!


控權股東黃剛之前將批股份抵押予東亞銀行(023)後,迅速還錢解除,又話私募基金Cerberus認購的新股已完成配售,可見落力挽回基金信心。不過,該股昨日收市價已跌穿當時每股2.8元配股價,將來會否反成上升阻力位呢?


昨日話隻三峽天元鋁業(8253)股權易手,但遲遲不向其他股東提出全面收購建議後,終於落實收購價0.1632元,股份停牌近一年終復牌,股價即場表演逆流而上,最高抽上0.85元,較停牌前股價0.148元大增4.7倍,收市仍升3.4倍至0.65元,較全面收購建議的收購價還高得多,小股東今次相信飲得杯落。

(8月8日刊於《am730》)

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