Thursday, November 22, 2007

股票變選票

見到恒指再度表演高空墜落的場面,禤中怡不得不佩服淡友如此光明磊落,原來前日期指大低水,並非虛假現象,他們部署大報復,完全不讓好友翻身,令恒指自10月4日以來,首度收市破27,000點,較歷史新高剛好不見了5,020點。禤中怡早前已提出,單是期指隨時有千點上落,皆因好淡較勁,少點本錢的,根本難守,一旦無力補倉,只好壯士斷臂,想復仇的機會亦告消失,所以要有足夠彈藥拼搏,否則不宜跟風。


除了股票,近期最熱門的就是選票,因為事前不算熱鬧的區議會選舉,竟然出現如此一面倒結果,可見選票的威力足以影響大局,而昨日就見到股東也行使權力,否決一個普通決議案。話說做電影發行的豐采多媒體(764)計劃擴大業務範圍,向母公司中國星(326)的大股東陳明英收購澳門南灣湖區附近一幅面積4,669平方米地皮的50%股權,準備發展住宅和商業等物業,作價6.84億元。


本來是一宗平常不過的交易,一向是例湯例水就「過骨」,兼且就有關收購已獲5,990.2萬股投贊成票,但估不到投反對票的更多,高達逾1.29億股,即佔投票總數的68.36%,相反贊成票只佔31.64%比重,決議案當然無法獲得通過。由於陳明英和其聯繫人士不能參與投票,實際街貨股份,即可參與投票的股份超過10.24億股,故今次推翻收購建議的股份,僅佔可投票股份的12.6%而已,實非很大比重,但可見股東們絕不要小看自己那些投票權。


其實,豐采多媒體雖然不算是「供股王」,但足可爭奪「配股王」的寶座,單單在今年以來,該股已進行多達4次配售新股行動,足足發行了6.2億股,一共向市場抽水的淨額逾3.5億元,而這些寶貴的資金,原來全部已用作支付收購南灣湖項目的按金!


不要以為狂發新股予其他投資者,代表現有股東無損失,因為發行股本擴大,每股盈利便會被攤薄,當然公司要賺錢方可計算。好了,該股終於向舊股東伸手要錢,於10月中提出每兩股供1股方式,集資1.95億元,同樣用作應付收購那個澳門南灣湖項目,可見公司為應付一個收購項目,竟勞師動眾地在市場搶錢達5.45億元,反映公司原有實力,根本難以消化這個項目。


值得關注的是,收購議案既已被股東合力否決,是否代表供股計劃胎死腹中呢?若果繼續進行,又憑甚麼準則讓公司可供股集資呢?至於之前發新股所獲資金又會如何處理呢?


題外話,股壇長毛David Webb昨日有篇文章,談到富豪酒店(078)副主席蔡志明的學歷問題,不妨到http://www.webb-site.com/ 看看他的妙論。


(11月22日刊於《am730》)

13 Comments:

At 5:00 PM, Anonymous Anonymous said...

管理費疑問:
為什麼香港法例第344例,物業管理條例內註明管理公司可以按照管理支出收取10%之管理人酬金。點解不可以由業主立案法團自行訂定。

 
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At 12:48 AM, Anonymous DAVID WEBB - 太衝動 said...

知情人士 : 今日見報導, 有關DAVID WEBB質疑蔡志明博士學歴.....據我知 蔡志明博士一直都對 DAVID WEBB 閣下以往在股檀所做一切,都認同及感覺閣下係一位正義之士.對社會及股民有責任感 o
有關近期你對蔡志明博士學歴之質疑, 本人覺得你對此事未有真正了解事實,及背後 (提供資料人士) 之動機, 而處理此事件太衝動.
對於 蔡志明博士 之不公平及不真實之質疑,你有否想一想 (提供資料人士) 提供 蔡志明博士學歴給予你之人, 有否背後之動機 ? 有否給予人利用 ?
以本人及社會各界相識人士, 蔡志明博士 為人低調.謙厚.而蔡志明博士 確實擁有多個學位,亦未曾作出任何公開.為何突然此時此刻予人公開及質疑.再者據我所知蔡志明博士 本人對有關之學歴只作為自我知識之修養.
你可否想清楚在全城投資界及商界有否一些(不義之士) 提供不真實資料予你,
利用你全城公應之正義感 ?
知情人士 意見 : 你應該想清楚(提供資料人士) 係那位人士 ?
(不義之士) 又是那位人士 ?

 
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