Tuesday, October 16, 2007

大手買地有帶挈

麵粉價再次貴過麵包價!賣地成績一浪破一浪,之前新界地皮拍賣樓面呎價創新高之後,今次又輪到港島南區的每方呎樓面見歷史高價。


午後港股立刻跟進,恒指愈衝愈興奮,地產股隨拍賣叫價愈叫愈有而向上,剛批盪完股份,向市場拿了43億元在手的信和置業(083)自然特別勇猛,出價無手軟,成功奪港島大型地皮。股價於賣地期間,亦曾高見21.2元,收市報21元,升2.4%。不過,持有信置股份的尖沙咀置業(247)股價僅升0.5%至28.95元,成交僅5.6萬股,認真疏落,莫非不能子憑母貴?抑或直接持信置更著數?


其他藍籌地產股的股價自然水漲船高,擁有大批物業發展項目的地鐵(066)大幅上揚5.4%至26.2元、新世界發展(017)和新鴻基地產(016)收市均升逾2%。


正減持銀河娛樂(027)股份、可望套現約38億元的嘉華國際(173),股價亦增1.9%至5.2元。該股與信置拍住上,又在「三軍未動,糧草先行」的情形下儲起彈藥,股價走勢可否視為與信置一同前進呢?


不過,記起97年3月信置為首財團斥118億元投得港島小西灣地皮,即今日藍灣半島的位置,雖然信置只佔40%股權,但之後碰上亞洲金融風暴,變成高位入貨,今日回首,是否應作警惕,抑或禤中怡杞人憂天?


當然,昨日兩隻油股造好也應記一功,中國石化(386)與中海油(883)已推高恒指238點。另一油股亦不失禮,就是之前提到留意炒作回歸A股的H股,中國石油(857)也,繼中國神華(1088)後,中石油立即提供另一示範作用,股價急升近13%至18.78元,大手成交超過3,935宗,大戶搶貨愈搶愈高,一球貨(即100萬股)成交屬平常事,特別是尾市交投更驚人,有手200萬股,每股作價18.76元,涉3,752萬元。該股全日大手成交佔總成交的89%,而總交金額更突破155億元,可見單一股份已構成如此厲害的表現。


為何該股好像發了瘋?禤中怡估計有A股元素外,倘變全流通股,意味日後晉身恒指成分股機會又增,試問有利好消息做後盾,大戶當然落注。此外,美國股神巴菲特亦可能幫了該股一把,因為他減持股份的結果,可能是有些大機構投資者接貨後,有利潤便沽售套現,形成流通量增加,並非如市場憂慮股價因股神減持而有壓力。


此外,股神並非找投資銀行,以大量配售股份方式減持,而是在市場逐步沽售,自然不用擔心被壓價,因為大批沽售,定價折讓必大,對正股也有影響。禤中怡更覺得利用直接在市場減持,起碼省回一筆配售股份費用,兼且減持大批股份,可以要求經紀收取較低佣金,成本少一點,賺得自然更多,真的不得不佩服老人家。


(10月16日刊於《am730》)

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