Thursday, December 06, 2007

MOU多多益善

恒指上升點數增至465點,收市見29,345點,距離30,000點又近一步,只差665點,而現貨月期指高水165點,見29,510點,莫非續有好消息?


不過,臨近下周一恒指調整成分股,3隻中字輩股份包括中國石油(857)、中國神華(1088)和中國海外(688)加入,可以預見恒指整體表現又看高一線,因屬高增長股份也。可是有些藍籌股將遭殃,因為所佔恒指比重需調低,指數基金或沽貨,對其股價造成短暫波動,但近日股價被踢高,是否方便獲利走貨就不得而知,但有暗湧絕對是事實。


以上月公布調整成分股為例,中國移動(941)佔恒指比重從15.01%降至13.07%,足足不見兩個百分點,照道理那些指數基金應相應作減持,但昨日卻升2.1%至144.9元,認真奇怪,或許有QDII資金捧場。


講起奇怪,禤中怡見到前日港交所(388)同越南胡志明市證券交易所建立合作關係後,昨日又與蒙古證券交易所簽定合作和資訊互換諒解備忘錄,十分忙碌。所謂諒解備忘錄(memorandum of understanding (MOU)),就是雙方經過協商、談判,達成共識後,用文本方式記錄下來,即有排傾。越南股市有幾旺盛大家都知,連上海滙豐銀行亦剛剛安排於英國倫敦、美國紐約同波士頓,特別舉辦越南投資研討會,向海外投資者作推介,就知有幾熱爆。


另外,今年不少股份都話進軍蒙古,像蒙古能源(276)於西部科布多省搞礦業,省會科布多與香港距離約有3,400公里,但這個人口逾250萬的國家亦開始引起大家的興趣。據蒙古投資暨外貿局資料,該國人民識字率達89.5%,80%具備中學程度,16歲以下人口佔44%,可見該國相當年輕。


蒙古證券交易所又是甚麼來頭呢?禤中怡往蒙古交易所網站看看(http://www.mse.mn/en/index.php),發現原來於1992至1995年間,蒙古政府將475間國營企業私營化,即變作商業運作機構,並把這些公司的股份上市就成,而目前該交易所共有409間上市公司,規模也許算不小吧!


那麼這間蒙古證券交易所的交投情況怎樣呢?以昨日為例,合共有「高達」27間上市公司有交投,涉及股份共511.57萬股,你估成交總額值多少呢?以當地貨幣圖格里克(togrogs)轉換為港元計,原來約值3,400萬元!一間代號叫TSU的上市公司成交就有506萬股,可想而知,其餘公司瓜分成交股份有多少,最少的一間全日只有2股成交而已。


奇怪的是,兩間交易所話會交換資訊,若果是上市公司資訊,香港有多少投資者樂於找尋呢?若果是規管資訊,港交所又有何合作空間呢?不管如何,兩間交易所的代表頭頭起碼同市場有交代,他日可以記載入年報內:我有「put effort」啦!


(12月6日刊於《am730》)

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