Thursday, July 10, 2008

奧運概念遠去

早兩日話「盈警滿天飛」,特別憂慮投資股票的上市公司出事,怎知話口未完,越南控股(139)發出盈利警告,話08年度可能有重大虧損,因為證券投資有非常重大未實現虧損。直至去年9月底,該集團手持股本投資帳總值2.57億元,若以去年9月底與今年3月底止恒指累跌約16%幅度計算,起碼不見了逾4,000萬元,認真慘烈。

言歸正傳,還有不到1個月時間,北京奧運就會揭幕,同貿易界朋友談起,佢話踏入7月,這個城市就守衛森嚴,內地商家朋友要飛往當地,首先要具備「良民證」,即要有一份由所屬轄區派出所開具的無犯罪紀錄證明,所以這段時間還是對「北京之城」避之則吉了。

不過,仍然有人不嫌麻煩,要趁勢駐京搵錢和搵知名度的,這就是各大體育品牌。最近,內地體育品牌喜得龍在奧運前夕招股,更特別做了份市場調查報告,話按銷售劃分,估計在內地運動服飾品牌市場有3.2%佔有率,規模未算大,所以要趕上市壯大實力,應付強敵,可惜市場大環境差、新股破底多,最終臨門夭折,徒嘆奈何。

其他祖國品牌也要趁勢擴大知名度,像內地佔有率10.7%的李寧(2331)已贊助內地乒乓球、射擊和跳水隊,當然還有李主席成名的體操隊,全部有奪金希望,而贊助西班牙、阿根廷籃球隊更是有策略性部署,皆因有力與美國夢幻八隊一拼,國際名聲自然更響。聽聞李主席更安排與歷屆奪得金牌的中國運動員齊亮相開幕儀式呢!

可惜,一眾體育品牌股表現令人失望,李寧股價自5月中起,輾轉從25.3元跌至昨日的16.84元,蒸發了33.4%,另一體育品牌安踏(2020)本身實力雖亦不弱,內地市場佔有率也有7.8%,但股價亦在兩個月間消失37.5%。

至於上月初才上市的特步(1368),其股價更已潛水高達32.8%,其股東凱雷投資上月底更用8,600萬元,增持股權至8.36%,但同昨日收市價計一計,帳面仍虧損。

其實,本地薑縱然有本地優勢,國際品牌實力更強,像「三間」和「一剔」這兩間國際性運動品牌也要爭取曝光,兼幫大家的荷包做瘦身運動。該兩個品牌已在內地市場合共擁有高達33.1%佔有率,去年更將門市數目大增至約千間,實力非同小可。他們早前已鬥得難分難解,像落幕多時的歐洲國家盃8強賽事中,「一剔」贊助5隊球隊,但萬料不到,「三間」贊助的兩隊佔據決賽全部席位。當然,德國揀「三間」實屬正常,非戰之罪。

未知奧運概念股炒作多時,面對這項矚目盛事已進入實質運作階段,會否像以往其他如科網概念和濠賭概念股熱潮般,隨著概念消失,令之前備受追捧的其他奧運概念股也進一步受壓呢?

(7月10日刊於《am730》)

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