Friday, October 05, 2007

內地科網熱辣辣

新股上市未停,大成食品(3999)首日掛牌雖未「潛水」,可惜僅升1.7%,即日沽貨恐怕連手續費都蝕埋,更不要想補回孖展息了。


幸好,中資背景的新股供應源源不絕,如阿里巴巴旗下檔B2B業務昨日進行上市聆訊,相信要過關無大困難,可望於11月登上主板掛牌。聽聞這間公司去年做了20億元生意,今年目標則做27億元,代表增長率有35%,可算不俗,但始終要睇bottom line,即盈利能力也。其實,B2B即商業對商業,這個名詞很久未聞,畢竟在科網熱潮時,人人爭著要,但今日還值錢嗎?


談商業模式確難定奪,但看看整個中國互聯網市場,無論上網人數和使用量依然發展迅速,更重要的是,與互聯網拉上關係的股份表現都不俗,似乎有賣點。像香港上市的騰訊國際(700),股價昨日收市報44.65元,與去年底比較,足足升了61%,一點也不差。


再看看太平洋的另一邊,更有驚人發現。數間內地互聯網服務供應商早已登陸美國股市,今年股價累積升幅相當厲害,像提供搜尋服務的百度(http://www.baidu.com/),股價由去年底的112.69美元升至314.17美元,足有1.78倍回報,而在投資者追捧下,目前市盈率已高達193.9倍,可見市場樂觀憧憬其未來增長相當快,願意買一個「前景」。


至於兩隻老牌科網股新浪和搜狐表現亦突出,前者今年累升70%,市盈率達61.7倍,而張朝陽主政的搜狐股價也有63%增幅,市盈率見65.2倍。


另一間於內地提供財經金融資訊的公司「金融界」(網址為http://www.jrj.com/)就更加不得了,這間於納斯達克掛牌的上市公司,股價由5美元升至43.25美元,股價已大幅上漲8.7倍!翻查資料,03至05年都有盈利,但該股去年錄得虧損,不過,以今年季度恢復的盈利計,市盈率竟達4,325倍!反映市場支持程度有多高!


為何這類股份能夠獲得投資者垂青呢?畢竟中國元素為市場帶來無限概念,因為市場對資訊渴求有增無減,適逢明年有北京奧運這個資訊商機,上網瀏覽這些資訊勢必大增,網上廣告這條財路又可藉這類四年一度的盛事而多收一筆。此外,內地股市暢旺到難以形容,亦同樣提供一個新增長來源,像金融界這類公司就一矢中的,針對金融類市場,只要有買股票,就想看自己的投資組合的變化,怎會怕瀏覽量會減少!


還有一個隱藏的因素,成事與否尚未知,但確實提供一個炒作藉口,就是回歸A股市場。目前香港的H股申請發A股,股價即時有反應,倘將來這些美國上市的股份准在內地發A股,你估反應又會如何呢?


(10月5日刊於《am730》)

9 Comments:

At 11:26 AM, Anonymous Anonymous said...

World Of Warcraft gold for cheap
wow power leveling,
wow gold,
wow gold,
wow power leveling,
wow power leveling,
world of warcraft power leveling,
world of warcraft power leveling
wow power leveling,
cheap wow gold,
cheap wow gold,
buy wow gold,
wow gold,
Cheap WoW Gold,
wow gold,
Cheap WoW Gold,
world of warcraft gold,
wow gold,
world of warcraft gold,
wow gold,
wow gold,
wow gold,
wow gold,
wow gold,
wow gold,
wow gold
buy cheap World Of Warcraft gold f3g6a7ga

 
At 3:09 PM, Blogger wow gold said...

In fact wow gold, the results wow gold are quite a buy wow gold surprise; according buy wow gold to a study cheap wow goldby the University cheap wow gold of Delaware, wow power leveling most wow power leveling hardcore players power levelingare actually power levelingfemale. This wow goldnew high was reachedbuy wow gold following the cheap wow goldof the Lich KingTM.

 
At 9:34 AM, Blogger oakleyses said...

longchamp handbags, michael kors outlet, prada outlet, burberry outlet, prada handbags, oakley sunglasses cheap, jordan shoes, tory burch outlet, nike shoes, michael kors outlet, gucci outlet, louboutin outlet, longchamp outlet, kate spade handbags, air max, nike free, coach outlet store online, ray ban sunglasses, louboutin, kate spade outlet, michael kors outlet, true religion jeans, tiffany and co, coach purses, louis vuitton, tiffany and co, oakley sunglasses, louboutin, ray ban sunglasses, louis vuitton outlet stores, burberry outlet, michael kors outlet, louis vuitton outlet, michael kors outlet, coach outlet, louis vuitton handbags, longchamp handbags, polo ralph lauren outlet, chanel handbags, michael kors outlet, christian louboutin shoes, oakley sunglasses, true religion jeans, louis vuitton outlet, coach factory outlet, air max, polo ralph lauren outlet

 
At 9:34 AM, Blogger oakleyses said...

nike air max, sac louis vuitton, true religion outlet, abercrombie and fitch, sac louis vuitton, hollister, north face, nike free pas cher, sac longchamp, ray ban pas cher, air max, ray ban sunglasses, vanessa bruno, louis vuitton uk, mulberry, lululemon, sac guess, converse pas cher, michael kors, true religion outlet, michael kors, oakley pas cher, nike roshe run, polo lacoste, ralph lauren, sac burberry, nike free, michael kors pas cher, nike roshe, air max pas cher, louis vuitton, louboutin, nike tn, hogan outlet, air force, nike trainers, air jordan, longchamp, air max, polo ralph lauren, barbour, north face, hollister, timberland, nike blazer, sac hermes, vans pas cher, new balance pas cher

 
At 9:49 AM, Blogger oakleyses said...

ugg australia, canada goose jackets, soccer shoes, ferragamo shoes, celine handbags, canada goose outlet, uggs outlet, mcm handbags, lululemon outlet, p90x, wedding dresses, canada goose, marc jacobs, asics running shoes, birkin bag, instyler, soccer jerseys, giuseppe zanotti, jimmy choo outlet, rolex watches, new balance shoes, ghd, chi flat iron, nike roshe run, north face jackets, mont blanc, mac cosmetics, babyliss pro, reebok outlet, ugg boots, ugg boots, insanity workout, hollister, vans shoes, beats by dre, ugg, bottega veneta, north face outlet, valentino shoes, ugg pas cher, nfl jerseys, herve leger, canada goose, canada goose, longchamp, canada goose uk, nike huarache, abercrombie and fitch

 
At 9:58 AM, Blogger oakleyses said...

louboutin, moncler, montre homme, hollister clothing store, lancel, moncler, moncler, karen millen, vans, louis vuitton, parajumpers, moncler, juicy couture outlet, links of london, converse, air max, swarovski, supra shoes, thomas sabo, ray ban, pandora jewelry, converse shoes, oakley, canada goose, toms shoes, gucci, juicy couture outlet, pandora charms, pandora charms, swarovski crystal, moncler, rolex watches, coach outlet store online, wedding dresses, iphone 6 cases, moncler outlet, canada goose, moncler, air max, ralph lauren, baseball bats, ugg, timberland boots, hollister, hollister, ugg

 
At 2:20 PM, Blogger ninest123 Ninest said...

ninest123 10.19
prada handbags, oakley sunglasses wholesale, oakley sunglasses, cheap oakley sunglasses, christian louboutin outlet, uggs outlet, uggs outlet, michael kors outlet, christian louboutin uk, michael kors outlet online, michael kors outlet online, ray ban sunglasses, ugg boots, replica watches, polo outlet, uggs on sale, nike free, tory burch outlet, louis vuitton, christian louboutin, burberry outlet, gucci handbags, michael kors outlet, christian louboutin shoes, burberry handbags, replica watches, tiffany and co, louis vuitton outlet, jordan shoes, longchamp outlet, louis vuitton, michael kors outlet store, michael kors outlet online, oakley sunglasses, chanel handbags, tiffany jewelry, kate spade outlet, louis vuitton outlet, ugg boots, nike air max, nike air max, longchamp outlet, longchamp outlet, prada outlet, ray ban sunglasses, nike outlet, polo ralph lauren outlet online, ray ban sunglasses

 
At 2:27 PM, Blogger ninest123 Ninest said...

timberland pas cher, north face, sac vanessa bruno, nike roshe run uk, hollister pas cher, coach outlet, ray ban pas cher, jordan pas cher, longchamp pas cher, michael kors, nike roshe, vans pas cher, lululemon canada, polo lacoste, nike air force, nike air max, nike blazer pas cher, true religion jeans, true religion outlet, nike free run, ralph lauren uk, nike free uk, mulberry uk, coach outlet, new balance, ray ban uk, nike tn, true religion outlet, guess pas cher, michael kors outlet, abercrombie and fitch uk, sac hermes, true religion outlet, oakley pas cher, nike air max uk, coach purses, air max, burberry pas cher, michael kors pas cher, louboutin pas cher, michael kors, north face uk, converse pas cher, nike air max uk, kate spade, polo ralph lauren, sac longchamp pas cher, hollister uk, hogan outlet, coach outlet store online

 
At 2:29 PM, Blogger ninest123 Ninest said...

doudoune moncler, canada goose, pandora uk, pandora charms, wedding dresses, doke gabbana, karen millen uk, michael kors handbags, lancel, michael kors outlet, moncler, louis vuitton, canada goose outlet, louis vuitton, louis vuitton, louis vuitton, moncler outlet, canada goose jackets, moncler, moncler outlet, links of london, hollister, canada goose uk, ugg uk, toms shoes, replica watches, barbour, pandora jewelry, juicy couture outlet, ugg,uggs,uggs canada, canada goose, moncler, ugg,ugg australia,ugg italia, louis vuitton, coach outlet, michael kors outlet online, juicy couture outlet, canada goose outlet, ugg pas cher, swarovski crystal, canada goose, thomas sabo, supra shoes, swarovski, barbour uk, moncler, moncler uk, canada goose outlet, ugg, pandora jewelry, marc jacobs, montre pas cher
ninest123 10.19

 

Post a Comment

<< Home