Wednesday, May 07, 2008

落後股大反攻

大市近日等消息突破,昨日總成交額連700億元也欠奉,交投疏疏落落,大家只好轉個方向,找落後股做投資焦點。

超人旗下的和記黃埔(013)股價自3月中從69元回升以來,才慢慢到達75至76元之間,即最多只累積升10%。對比恒指在該段時間內,由21,108點抽上至昨日收市26,262點,計一計數,差不多累積增長近25%,可見和黃股價表現,認真大落後。

該股昨日開市首半小時,股價雖然在77元略爭持,有兩宗各掃16.8萬股的買盤接連在77元擺陣,每單近1,300萬元,成功打破阻力位後,大盤湧現,股價像枝箭般推上去,輕易破79元,直至下午,大部分時間也企在該水平之上,股價收市報79.4元,增3.3%,算是較像樣的升幅,成交股數更由近日逾800萬股,急增至2,937萬股。

若按恒指累計升幅同樣計算,和黃股價或見86元,而過去一單3G業務隨身,對外資行而言,多少要扣點分數而成包袱,但旗下隻和記電訊國際(2332)首季有錢賺,3G客戶增至逾1,000萬名,起碼減輕市場的憂慮。

另外有隻藍籌工業股也要發威,就是手機代工商富士康(2038)。該股過去受其中一個大客戶摩記生意差所影響,去年盈利只微升,業績認真失禮,令股價表現跑輸大市,但近日就話,該股受惠旗下其他客戶銷售表現好轉,成為推波助瀾的借口。

該股股價昨日便曾高見13.9元,雖然最終只能以13.7元收市,依然有逾5.5%的升幅,成交股數更大漲1倍至超過1,688萬股,認真夠鑊氣。除了大戶重新注視其生意前景外,這隻股份還有台資背景的特色,會否在5.20馬總統就職之日快將來臨前,先行造上去呢?

至於表現落後,甚至可以用歷經低殘去形容的,就是玖龍紙業(2689),即使低位反彈,但股價對比一年前,差不多消失50%,場面相當悲壯,皆因之前話估值高就被洗倉。不過,該股進軍越南,拿出逾1.7億元,投資當地設紙廠,又可以講另一個投資好故事,因越南屬高速增長國家,還有周邊國家也正百業待興,需求龐大可期。

玖紙股價立即從9.1元衝上去,一度破10元,高見10.48元。可惜尾市10元關口不保,收市見9.94元,但全日增幅也有9.2%,表現算不俗。 DBS唯高達就話目標價增至10.1元,恐防很快到價後,又要再計過。

另外,恒生指數有限公司本周五又檢討指數成分股組合,但見金魚缸無聲無氣,恐怕大家早料恒生指數內的組合變動機會不大,意味今年以來兩次檢討都無新成員加入,想染藍的就要多等一會。

(5月7日刊於《am730》)

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