Wednesday, February 27, 2008

上市要蓋環保公章

恒指昨日輕鬆升近2%至23,714點。但成交額只比周一略增約50億元至690億元,窩輪成交額縮減23億元至205億元,可見大戶擺位,散戶落場興致始終不大。


港股向上,多少拜內地監管部門終出手救市所賜,中國證監會發炮,特別提到平安保險(2318)逾千億元人民幣融資計劃,就話上市公司集資不應惡意「圈錢」,更話平保巨額融資申請交到其手時,會按法律程序審批,事先講明會嚴格審核。這種先禮而後兵的策略一出,平保會否逆意就未知,但反映再向市場伸手難度增加,因中證監不一定長開綠燈,顯然希望冷卻股民對股份供應進一步增加的憂慮,避免內地股市一沉不起。


不過,禤中怡又發現另一個政策市,今次主角是內地環保總局,日前該局規定13種污染厲害行業的公司做IPO或上市後再集資時,要先過其環保審核檢查的一關。在內地工作的朋友都知,甚麼也要蓋章,估不到連市場融資亦要蓋環保總局的公章。


該局話有10間已上市企業未能通過審查,包括中國中煤能源(1898),H股股價昨日卻不受影響,照跟大市升0.4%,收市報17.1元。入圍名單內的紫金礦業(2899)便逆市重挫4.6%至9.73元,成交股數由早兩日才4,000多萬至6,000多萬股,一下子大增至8,415萬股,可見大戶見勢色不對而先撤退。同樣有份的安徽海螺水泥(914)股價最多曾不見了8.3%,收市成功收窄跌幅至1.9%,報55.7元,成交股數比周一增近2.7倍。幸好海螺早前提出收購母公司資產,相信可過關。至於深圳上市的山東晨鳴紙業剛獲中國證監會批准來港主板上市,發行不超過4.09億股,或可避過環保總局這一關。但這些公司日後要再伸手可能要過多一關了。


另外,財爺今日派成績表,地產股先沖喜,除了市場話減息有望外,禤中怡亦認為財爺今日公布好消息,可能惠及地產商,像勾地地皮數目將肯定增加供應,可能有更多靚麵粉做麵包,惠及樓市措施方面,若落實免差餉,已構成直接利好因素,如減中產人士的入息稅,試問換樓盤銷情會如何?難怪有新盤等財政預算案公布後才開賣,至於其他地產商會否趁勢推盤就要留意。


藍籌地產股先飛升,新世界發展(017)急彈7%至20.6元,接近最高位收市,但大手成交未見積極。至於在過去1年頻頻投得靚地的信和置業(083),早上股價未覺顯著變動,收市前半小時又再邁向20元,有兩宗各涉200萬元的以20元價位成交,之後齊心合力,大戶再掃22萬股,鞏固20元關口,盛惠440萬元,收市前兩分鐘更有63.8萬股在20.5元成交,金額達1,308萬元,實行鎖定在高位收市,報20.6元,漲6.6%,市值又破1,000億元!


(2月27日刊於《am730》)

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