Tuesday, November 20, 2007

東亞銀行染紅

內地北水多重要?且看昨日港股總成交僅略高於1,000億元便知,因為較上周五再縮高達380多億元,或許可解讀為觀望市,成交下降可理解,但內地資金調走,則肯定已構成影響。


窩輪成交亦跟隨大市回落,只有374億元,但再望望整體成交額,反映炒賣窩輪佔大市比例高達35.99%,一隻中移動輪(3595)竟然可以有10億元成交額,比很多藍籌股交投還大!除了中資相關窩輪外,恒指輪亦續受追捧,或許有好友見大市跌了不少,況且入場費不大,所以想博反彈而入市。禤中怡無水晶球,不知實際指數上落,而且已有不少專家(如恒基地產(012)四叔和賭王何等)提供寶貴意見,只想重申一次,相對普通股,窩輪有時間值和槓桿比例相對較高的特性,需清楚知道窩輪條款方可!


昨日焦點還有寶哥哥(李國寶)主理的東亞銀行(023),因上午開市初段,股價才不過45.7元之間徘徊,直至10時40分左右,一批批大手股份開始上板,兩球兩球股份以每股51元成交,所涉交易額非同小可,之後股價在短短5分鐘就升破48元,雖然曾多次跌穿該位,但很快獲承接,有288宗大手成交,股價全日逆市造好,收市48.25元,升近4%。


幸好中銀香港(2388)自願公布就是大手掃入東亞股份的大買家。中資銀行進軍香港非新鮮事,建設銀行(939)之前買美銀亞洲,直接參與管理,但入股一間本地龍頭銀行就認真不得了。話雖中銀香港表明純粹作投資,但入股是否第一步,日後還會增持股權嗎?未來會否更成為旗下附屬,即兩間銀行有合併機會呢?單是這些概念便可炒過不亦樂乎!


其實,寶哥哥過去一直想買內地銀行,可謂人盡皆知,奈何尋尋覓覓,始終未見有合眼緣對象,其他對手則似乎早有著落,滙豐有交通銀行(3328)、恒生(011)有興業,連大新(440)也入股重慶市商業銀行,估不到今日東亞反而被中資銀行購入顯著股權。


東亞在內地規模不小,直至6月底於內地的貸款額已超過464億元,較去年同期急增78%,可見生意進取程度,緊跟內地經濟發展。今次加入中銀香港這個股東,意味母公司中國銀行(3988)間接持有東亞,雙方合作拓展內地業務完全有可能,況且公司「染紅」,或在收購內地銀行方面更著數。


不過,中銀香港出手非低,雖然股價回落不少,但大手入貨竟然有溢價,莫非知己知彼,見到東亞的業務有高速增長,股價未反映真正價值,所以願意用較高價買入。


東亞月初曾見高位53.5元,現價距離約10%,不算太多,且看中資威力有多大。


(11月20日刊於《am730》)

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