Thursday, March 27, 2008

股神不敵春江鴨

四叔李兆基檔中華煤氣(003)收市後公布大賺58%,皆因賣樓有收成,手上投資物業增值,更10送1紅股,可惜投資者不領情,未等業績公布就拋貨,令股價逆市報跌1.1%至21.85元。

不過,同系隻恒發(恒基發展(097))就不得了,股價在1日內大彈1倍,曾高見0.94元,收市亦接近全日最高位,報0.91元,輕易奪得全日升幅最大股份的寶座。

恒發成交股份數目,竟然較周二的3,917萬股狂增近8.5倍至3.71億股,涉資達2.87億元。只見開市未足1小時,股價差不多以1毫的幅度跳上去,更有兩宗大手在0.9元左右承接,奈何很快又回落至0.77元,可見接貨者不怕等。最後5分鐘買盤再次湧現,先在0.86至0.89元之間掃入400萬股,然後在0.9元或以上,採取多次大手買入一球貨的力量造上去,確是氣勢如虹。

真的走漏眼,因為周二港股復活日,幾乎水漲船高,查看恒發當日股價,其實已漲20%至0.445元,只是成交股數不升反跌,才沒有特別受人注意,更未見刊登股價不明升因。料事如神的投資者早早入市的話,獲利豈止一倍。

恒發今日派全年成績表前,也要公布話有合作夥伴想購買若干資產,但望望張資產清單,恒發早前賣走煤氣後,只剩下安徽省馬鞍山環通公路49%股權和浙江省杭州錢江三橋60%股權,以去年6月底計,應佔資產淨值只有6.4億元,實在是所餘無幾,難怪市場話準備私有化。

過去四叔曾出手私有化都無功而回,今次提早炒上,即使彈藥夠多也不會如此胡亂出招,況且恒基地產(012)連同四叔在內共持有恒發約69.27%股權,即使維持恒發上市地位,實在也影響不大。值得深究的是,為何有春江鴨如此醒目,聞到那份炒作味道,希望港交所(388)幫手望一望。

當然,四叔真的肯出手,投資賓架肯定開心到不得了,因為有deal做,幫補一下生意,皆因今年開步以來,新股IPO市場認真悲壯,估不到夭折數目比成功掛牌的還多,以永發印務(633)為例,招股使費達5,150萬元,大隻的如恒大地產(3333)就花費6.5億元外,還支付3%佣金給保薦人,但掛牌無望,投資賓架怎養大隊人馬呢?

英國《金融時報》引述Thomson Financial 統計,今年以來,不計日本市場,整個亞洲區的IPO市況不濟,其他生意亦非特別暢旺,大賓架如高盛、瑞銀、瑞信和大摩的收入便大幅倒退,當中瑞銀少了53.3%外,高盛更急跌70.9%,這也不奇怪,單是高盛負責的茂業(848)和恒大臨門甩腳無法掛牌,就知生意難做。所謂有喜有悲,中信證券一鋪成功將中鐵建(1186)上市,在投資賓架收入排名榜中,從第13位急速打入季軍位置,還算為中國人爭氣!

(3月27日刊於《am730》)

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