Tuesday, July 22, 2008

陳振聰點石成金

久違了的創業板,昨日出現氣勢如虹的股份,因為與小甜甜龔如心拉上關係的陳振聰踏入上市舞台,但並非出手買主板公司,卻走去買間創業板公司環球工程(8192)逾62.32%股權,涉資約1.5億元。這個數目買一個乾淨殼,在旺市時或許不算貴,但大市剛似有起色,而且只買創業板公司,實在難料真相,莫非見轉主板容易就入市?

更有趣的是,每股作價查實只是0.0162元,比停牌前股價0.415元,足足折讓高達96%!以為執平貨嗎?但望望與該股去年底股東綜合權益總額比較,卻又有溢價達53倍之多。有炒味自然懶理這些過時數據,只見復牌後,股價從0.5元節節向上,個多小時後高見0.74元,但若果早段搭順風車便無甚趣味了,因該股後勁不繼,掉頭回落至0.6元收市,不過,仍暴漲44.6%,成交額逾8,200萬元,公司市值亦一下子增大至逾33億元!更重要的是,陳振聰所持股份市值卻大幅膨脹至逾20.8億元,帳面獲利逾19億元,不叫點石成金,又是甚麼呢?

大市方面,有美國政府撐腰,甚麼壞消息也變得不重要,整個亞洲股市都立即有配合,只有日本和大馬股市跌些少。恒指昨日更一口氣升破10天和20天平均線,差點以為是大牛市,更曾破22,600點的阻力位,收市仍能企在高位,但望到成交額連700億元也沒有,挾淡倉味道著實太濃烈,不一定是形勢全面改變。

除了政治手段推動外,當然要有其他藉口配合,出口術就是伎倆之一,所以英國報章周日話,祖國投資旗艦中國投資(中投)與滙豐控股(005)眉來眼去,前者要找理想投資對象,後者想回歸內地懷抱,成為最佳拍檔,完全「合理地」,讓大笨象展開升空之旅。

成交有幾頻撲?開市首半小時成交股份逾1,000萬股,已佔該股全日成交股份近四分一之多,恐怕補倉盤搶佔不少,而全日錄逾1,300宗大手成交,特別是在收市競價時段,已有合共120萬股大手成交,讓股價在124.9元收市,輕易彈4%。大笨象旗下隻恒生銀行(011)就更厲害,股價連升4日,單是昨日再飆4.2%至154.6元。

其實,恒指交易區域似已上移至22,000至23,000點之間上落,市場更話奧運倒數前夕,必定要營造一片歌舞昇平的環境。不過,外圍依然存變數,特別是油價和通脹問題,儘管國際油價回落,但企在高位不墮,故越南政府也難捱,昨日突然加油價最高36%之多,當中汽油零售價就加31%,變相減少之前承諾的補貼。其他亞洲國家也無可避免要面對利息向上、經濟增長放緩,再添高油價,通脹率續攀升等負面因素困擾,相信滯脹已蔓延過來,這頭猛獸不能不防。

(7月22日刊於《am730》)

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