Thursday, October 04, 2007

TCI轉戰二線股

港股終調整,大家好像吁了一口氣,因為大市升至如此瘋狂地步,不可能無止境地推上,但留意大笨象滙豐控股(005)逆市發力狂追升2.5%,再度力頂恒指,否則下跌點數分分鐘跌多近百點。大笨象是否接力跳起仍屬未知之數,但股價與其他藍籌比較,落後則為事實。

由於期指轉趨低水,有實力的淡友終於見到大逆轉,怎會放棄大顯身手的機會,且看大戶之間昨日展開角力,你沽我接,所以交易宗數能夠有如此數目,達120萬宗之多,撕殺場面異常激烈,相信大戶還未收手。

其實,大市戰線進一步蔓延至二三線股,因為這類股份的大deal開始浮上水面。好像金勞詹(立法會議員詹培忠也)隻正輝中國(169),竟然大印公仔紙加可換股債券等,用30億元代價,買個福建物業發展項目,金勞詹自己手貨的股權比例,從27.67%大幅攤薄至最終只有1.41%,變成小小小股東,可算變相賣殼,認真唔話得,可惜撞著大市不濟,股價表現就令人失望,急挫近22%至0.71元收市。

即使令人聞風喪膽的對沖基金TCI昨日也再次出動,加盟汪世忠負責、上市不久的中國地產(1838),用4.4億元認購該公司一批新股,每股作價4.93元,佔僅4.76%股權,且看雙劍合璧的威力有多大。

TCI近年最經典的投資非持有領匯(823)股權莫屬,最近投資華人置業(127)更鬧得滿城風雨。據了解,原來今次配售交易由美林遠東介紹,而美林就是幫中國地產上市時,擔任保薦人。汪世忠揀這個重量級投資者,單是名聲已賺回來,攤薄些少股權又何足掛齒呢?其實,這宗交易所涉及的資金總額,對TCI來說,認真濕濕碎,但最重要的啟示是,連機構大戶也開始留意二線股,今次藍籌股報跌,是否可演繹為有大戶獲利套現,轉向如果其他落後股份呢?

倘若二線股也旺起來的話,滙豐和恒生(011)的網上系統怕要快點擴容,皆因今日條通訊「水喉」唔夠粗,隨時大出洋相,無奈大市膨脹之急速實非能輕易預測到,之前又大賣廣告以免佣做賣點,定必吸引認為有著數的客戶參加,結果單是想登入網站準備進行交投也有困難,因為需求突然湧至,就像颱風來臨,人人打電話一樣,網絡根本無法負荷,而且系統擴大容量程序必多,等文件批准需時,後勤(back office)自然追不上前線(推廣部門)的步伐。

證券界朋友話,其實本身現有客戶生意已多到滿瀉,即使近期有內地投資者趁國慶長假期來港找上門,想申請開證券買賣戶口,也慘遭其婉拒,就算本地投資者也無法招呼,皆因沒有足夠人手應付新客的「柯打」,故此本地投資者或轉投銀行的網上投資服務的懷抱,他估計客戶數目大幅增加導致銀行網絡擠塞,而電話落盤也有難度。

(10月4日刊於《am730》)

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