Thursday, May 08, 2008

壞消息又出籠

先講中國移動(941),因為該集團今日早上召開股東周年大會,董事長王建宙相信會親自出席,聽聞他有特別消息要公布,是否夠震撼就未知,但作為重磅股,怎樣也要留意葫蘆裡賣甚麼藥。

至於昨日大市就被內地負面消息做借口推低。話說昨日早上內地傳出上海副市長屠光紹被捕,而這個傳聞在證券界引起關注,有朋友在網上見到傳屠光紹「雙規」等言論,但想再進一步細閱,有關資訊已被刪去,莫奈何,而真真假假未清楚之前,必惹恐慌,淡友當然趁機出動。

消息觸發賣盤出現,恒指早上已應聲加速跌勢,由26,200點走落迫近25,600點,國企股指數更一下子不見了逾400點,之後更無力收復失地,恒指單日挫2.48%,國企股指數更大跌3.6%。

上海相關股份就遭殃,上海實業(363)曾低見31.65元,收市依然跌了2.88%至32元,上海集優(2345)瀉5%至1.9元,錦江酒店(2006)跌5.3%至2.48元,上海証大(755)更大挫7.1%至0.26元。

不要少看這個消息的影響性,可知年紀還不到50歲的屠光紹,過去曾擔任上海證券交易所總經理;中國證券監督管理委員會黨委委員、秘書長等與金融市場有聯繫的要職,並剛於07年12月正式擔任上海市委常委及副市長,而在上海副市長中,更在常務副市長楊雄之後,反映有一定政治份量。

更重要的是,屠光紹這位副市長專責金融事務,還分管財政和稅務等同錢有關的環節,所以他的一舉一動,難免會觸動市場的神經,再加上之前發生陳良宇事件,究竟會否對上海經濟再踩多腳,就要睇真點。

禤中怡見到上海市政府發言人未有直接答屠光紹被捕傳聞,只話屠氏仍繼續負責一個論壇。按照不成文規定,在市政府的網站內仍見到他的相片,兼且仍有工作在身,代表依然安坐其位。不過,所謂空穴來風,未必無因,大家宜留意是淡友製造假象,還是另有後著。

另一個壞消息,就是陸續爆出內地上市公司未有依照指導意見,利用大宗交易系統疏導大小非股份(大非即非流通股佔總股本5%以上,小非則為非流通股佔總股本5%以下)。深圳上市公司冠福家用的大股東減持限售股份時,違規在市場沽售逾1.19%股權,而上海交易所掛牌的四川宏達,其兩個主要股東亦分別在市場拋售逾1%股權,遭中國證監會調查。

這種無視紀律的行為會否演變成效法的對象,無疑令市場感憂慮,亦顯示現階段監管機構,根本無力控制限售股,在股市大量湧現所帶來的負面影響。

(5月8日刊於《am730》)

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