Tuesday, December 11, 2007

噩夢幾時醒

昨日對新股而言,可算是噩夢的一天,先是東岳(189)展示股價一插到底的高難度動作,認購股份的投資者全無翻身機會。晚上則有彤叔(新世界發展(017)主席鄭裕彤)支持的真優美(3332)竟然臨門「撻Q」,話擱置上市計劃,真的耐人尋味。


早上見到東岳掛牌,股價除開市一刻見過2.17元,即略高於定價2.16元後(其實定價已接近下限),隨即直插而下,短短半小時間,股價即大挫至1.8元,足足蒸發了16.66%市值,成交股數已超過2,300萬股,以為出現恐慌性拋售場面,投資者根本無機會出貨減少損失。之後股價無以為繼,續在低位掙扎,收市報1.9元,「潛水」12%,在不足1個月內,成為繼中外運航運(368)首日跌13%後,第二隻令人失望的新股。


花旗今次獨力擔任東岳的保薦人,似乎內功不足,粗略看看,這間美資大行今年以來夥拍其他同業已完成3單上市deal,原來5月有間互太紡織(1382)就是由該行同大摩合力推出,首日掛牌也跌了1.7%,另外同滙豐齊齊幫政務司長唐英年家族的美維控股(3313),首日也只升2.7%,只有一隻大堆頭製作的中信銀行(998)首日升14%,可以叫合格。


至於麥格理今年第二次做保薦人的真優美,本來已傳出延遲招股,及後又終能登場,更準備周五掛牌,以為順風順水,豈知變幻才是永恒,突退出招股。禤中怡不明白,該股籌最多24億元,相信以彤叔的功力,理應問題不大,但看看該股招股書,彤叔旗下周大福原來只認購7,800萬元,莫非彤叔入飛金額不夠多,令號召力不夠強?


股市昨日回落,氣氛亦的確不夠恒指屢創新高時好,但是否說明了市況欠佳,就代表其他新股集資凍過水?即使勉強上市,也會落得股價插水的慘況?


除了真優美外,今次最傷的,恐怕非母公司高寶綠色(274)莫屬,話雖對財政無影響,但賺少筆特殊利潤則已成事實,且看股份今日復牌表現如何。


連同昨日掛牌的東岳集團,不計從創業板轉往主板的公司,今年以來已有71間公司於主板上市,已打破過去5年,每年主板上市公司數目,加上將有3隻股份陸續掛牌外,以及還有6隻股份正進行招股,相信港交所(388)又可開香檳慶祝。不過,由於02年有多達57間公司於創業板上市,肯定難打破當年連同主板共117間上市的紀錄,但按照現時走勢,今年掛牌公司總數,相信有望可打破03年主板加創業板合共73間公司的數目。


當然,尾市如此熱鬧,多少反映公司希望趕在規定年結前完成上市計劃,否則之前辛辛苦苦,捱更抵夜所製作的招股書就要付諸流水,一切又要重新開始。


(12月11日刊於《am730》)

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