Wednesday, October 24, 2007

交銀當細價股炒

多謝中國移動(941)!好友趁該股第三季業績對辦,甚至較市場預期略佳而造上,股價曾高見150元,收市報149.7元,但已升5.2%,一隻就幫恒指回升230點,最特別是尾市最後3分鐘,連續4口均以150元,各掃入10萬股,每手涉1,500萬元,似乎大戶想鎖定股價企在高位收市。


另一隻嚇親人的股份就是交通銀行(3328),因為市場憧憬滙豐控股(005)增持,加上之前老總「漏口風」,當然在消息配合下炒兩轉,並幫手推動恒指升164點,成為第二隻貢獻最大的股份。其實,交銀將獲滙控增持股權早已屬預期之內,難得的是大家當新消息炒,但只要有錢賺,就會齊齊推上去,股價一日升19.4%至13.16元,可見資金之多令人驚訝,直情將藍籌股當細價股炒,因為成交額約47.6億元,成交股數達3.8億股。


雖然大家由悲傷轉驚喜,但禤中怡仍提醒,資金市的特性之一是來得快,走得快,而昨日大市幾乎補回周一所有下跌點數,但要注意的是,成交額從逾1,600億元,縮減至昨日的1,300億元,那少了的300億元究竟去了哪裏呢?是否代表買盤並非想像般強勁?此外,大市在兩、三隻巨型藍籌支持造上,也有可能是掩飾背後真正動機,在期指距離結算日近之際,依然謹慎為上。


有生意都唔做?
經濟膨脹,專業服務需求多到不得了,像禤中怡所見,又有會計師行不做上市公司的核數師工作,本來平平無奇,以為又是費用談不攏,合作協議拉倒而已,但最近看到北人印刷(187)的通告,就明白可能真係世界變了,會計師樓已經出現揀生意的情況。


負責為香港約三分一上市公司提供服務的德勤華永會計師事務所和德勤.關黃陳方會計師行分別辭去北人印刷於境內和境外核數師,究其原因,兩間會計師行話:「相對目前工作量,未能進一步安排內部資源為其繼續提供服務。」翻查資料,北人去年支付兩間會計師行的費用分別有135萬元人民幣,及50萬港元,金額的確不算多,但原來德勤華永和德勤.關黃陳方分別已為該公司提供8年和10年審計服務,絕對堪稱老主顧也,為何突然雙方結束多年的合作關係呢?


其實,做核數也講求持續性,即長時間幫一間公司做核數,可以了解過去歷史,如轉換新核數師,新接手的需時適應,故無必要的話,上市公司不會隨便轉核數師。至於兩間會計師行話不能再安排人手就更神奇,因為他們在中港澳擁有7,000名員工,除非大生意多到滿瀉,抑或是嫌核數師酬金低而放棄這類生意,集中資源大茶飯?


(10月24日刊於《am730》)

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