Tuesday, October 23, 2007

大戶力掃港交所

「黑色星期一」只跌逾千點,相信與資金力撐有關,但市況轉弱,恒指調整趨勢已現,加上美股腳軟這個外圍因素配合,反彈再跌之跡象已現,小心!


不過,以為藍籌股全線狂跌嗎?港交所(388)卻備受大戶鍾愛,成為在大市重創中,唯一上升的藍籌股,特別是股價雖跌至245元最低位時,很快收復失地,即使午後於近3時曾再被「質低」,股價跌穿250元,但在短短7分鐘內,大戶在249.6元掛買2萬股,總值近500萬元,之後再來一口249.8元入1.2萬股,也值逾300萬元,而在打底後再用超過1,200萬元掃5萬股,鎖定股價不再企在250元以下,之後更愈升愈急,有人要大手補貨,斥逾1.1億元狂買45萬股,但那時股價已見254元,難怪逆市造好。


禤中怡看到港交所9月成交報告,就知道生意有多好,難怪有大戶支持。單是該月每日平均成交額已逾1,108億元,較8月平均數足足有16.7%增幅!至於今年首9個月總成交額已達13.446萬億元,即每月平均成交額達1.494萬億元,若以一個月有22個交易日計,平均成交額也有近680億元,已算不俗。需注意的是,下半年成交額增加速度加快,反映港交所於這段時間的業績也相應向上,相信比上半年還佳,或成利好因素,當然港府入市也起一定支持作用,而曾司長的「英明決定」,再為香港人多賺一筆。


該成交報告又有一個特別之處,就是專做散戶生意的C組經紀,其市場佔有率已經連跌4個月,從5月佔13.09%,逐步回落至11.44%。儘管成交額增多,C組經紀成交額或沒有減少,但規模較大的B組經紀,其佔有率於9月卻回升至37.79%,多少可見可能小型投資者也轉投這些金融機構的懷抱,究竟股票買賣生意會否慢慢歸邊呢?


有危就有機,阿里巴巴(1688)懶理大跌市,照樣加價招股,市盈率高達逾百倍,同科網熱潮叫價不遑多讓,禤中怡真的相信掌舵人馬雲愛惜股份之心,等到今時今日才肯「割愛」子公司股份,但願散戶領情。


至於醒目的投資者已在現貨尋寶,如四通控股(409)昨急升12%至1.11元,而成交額亦相當配合,達1.8億元。股價飛升,相信非看中現有電子製造和醫藥業務,乃睇好其所持4.6%新浪股票也!人家PE那麼高,就可以演繹為其他科網股相對為低,手上那批股票自然會增值。


但有時寶物與事實或不符,且看航天科技(031)大幅彈26%至1.76元,或許以為受惠中國發射探月火箭,其實該集團其實只做注塑、液晶體顯示器和智能充電等業務,除公司名稱外,恐怕沾不上關係,亦可能是禤中怡誤會了,但若果跟風於6月底供股,每股供股價才0.9元,今日回報就有95%,真的好過坐穿梭機!


(10月23日刊於《am730》)

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