Tuesday, January 08, 2008

食品股炒起

炒股唔炒市又一例證,恒指重挫後,收市減幅收窄至340點,報27,179點。之前大家憂慮美國有滯脹陰影揮之不去,擔心通脹向上,屆時要控制的話,美國減息就無望。豈知當地經濟真的如此不濟,甚至話有衰退可能,金融界紛紛在短時間內改變態度,話要大減半厘息救市,完全180度打轉,更合力推低美股,營造利淡氣氛,究竟要造到多淡才見底呢?還是嫌聯儲局那些注資「唔夠喉」,想拿多點著數?

幸好,內地政府對本地炒友認真不錯,一聲控制食品價格,像出口麵粉要徵收關稅這招也出動,讓市場確認價格向上,當然要先炒預期,一眾食品股立刻開動,齊齊逆市造好,展現新一輪升浪。

做食用油的毫子股中盛糧油(1194)表現就最凌厲,股價扯上0.355元收市,單日彈26.7%之多,但成交額僅936萬元,略嫌有點乾升味道。

至於生產玉米澱粉的中國澱粉(3838)亦成為市場寵兒,股價最高曾見3.73元,全日仍報3.52元收市,升幅近15.8%,一點也不失禮,兼且有近1億元成交額。還有一隻有雙位數字增幅的冷門食品股:金源米業(677)也,股價曾高見0.78元,收市依然企在0.73元,一日就漲12.3%,更有逾1,715萬股成交,與平日只有百多萬股比較,交投活躍得多,可謂炙手可熱。

既然是食品股飛升,怎少得老牌股份的份兒,像代理鮮活商品的廣南(集團)(1203)也在385萬股「追捧」下,股價衝上1.75元,增幅有9.37%。

超大現代(682)亦升9%至7.84元,股價更創52周新高。有趣的是,做建造工程及從事廢物處理的利基控股(240)早前話,自己於去年沽出部分超大股份,每股售價介乎6.56至7.58元,每股加權平均價為7.09元,即賺了約790萬元,現時還持有逾201.7萬股。不過,利基的管理層相信估不到超大股價續彈升,恐怕少賺了一大筆,既然如此,禤中怡勸他們,何不專注本業,好好利用股東的資金去發展業務更好啦!

原材料漲價,做豬肉、豬肉腸等下游產品的雨潤食品(1068)股價不升反跌,全日挫5%至12.44元,莫非豬肉供應增加,產品價格難抽高,所以股價無得升?

禤中怡上周曾往深圳走一趟,雖然無時間逛街市,但走入家樂福和沃爾瑪這類大型超市看看,也感覺到食品價格著實對當地消費者的購買能力構成影響,無論食油和其他副食品也非便宜。幸好禤中怡去永和飲杯豆漿,仍是4元人民幣,可以慢慢想想,面對通脹這頭猛獸,下一步受惠的股份誰屬。

(1月8日刊於《am730》)

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