Monday, August 18, 2008

不要浪費彈藥

本月有很多經濟方面的紀念日,早前(8月14日)是港府入市打大鱷,凱旋回歸10周年的大日子,至於明日(20日),就是中國外匯管理局公布推出港股直通車一周年的重要紀念時刻,可惜這個概念已經成為泡影。

去年的8月17日,即北水南調消息公布前,恒指還處於20,387點,隨後高峰闖完一關又一關,破完31,000點,於去年11月曾見最高位31,897點,可惜之後指數開始回落,再加上美國次按風暴刮過來,終於燦爛歸於平靜,以昨日恒指收市報20,930點計,累積僅高出543點,差不多打回原形,真的是一場遊戲一場夢。若果對投資看得太緊,那份失落感不知怎紓解,所以投資要開心,輸了不傷心,方可成為成熟的投資者,不會影響日常生活。

大市跌未停,除了水頭緊之外,大戶「收遮」也有很大關係,藍籌股遭沽貨後,中小型股從上周起已不斷被圍攻,當然,除有負面傳聞的宜進利(304)遭殃外,火燒連環船相信未完結,就像宜進利上周單日大挫逾42%後,禤中怡已提醒莫追反彈,該股隨後再連跌3日,最低見1.1元,證明走貨未完,入市只會接火棒。

宜進利昨日停牌,竟然有下文,該公司搵到番薯梁(梁伯韜也)做顧問的私募基金CVC Asia Pacific幫手揼水,成功入股就未知,只知CVC Asia Pacific落實俾錢的話,將繼入股鴻興(450)後,第二個高調投資的上市公司項目。

另一隻停牌的細價股德發(928)也要救亡,皆因欠水也。今時不同往日,想批盪「撲水」難度極高,所以負債高、利息重的股份就要留意,當然不能以偏概全,但始終避之則吉,才是首選,皆因趨勢未變,實在不應該浪費寶貴的彈藥。

中小型股捱沽,全城熱哄的新世界中國(917),在請前政府高官梁展文入局雖暫告一段落,但昨日股價亦跌2.9%。話雖同大市走勢相差不遠,但做新世界中國的股東,其實也好不到那裡去。

先不理政府處理手法有多丟臉,從另一個角度看,董事會揀選人才加盟本來屬好事,但見到風頭火勢,就急急於上周五凌晨話同梁先生解約,理由是基於公眾對委任梁先生的反應,那麼又有否考慮股東的反應,而落實委任前,公司有否研究清楚,若已有堅定的信心請人,真金不怕洪爐火,又為甚麼可以匆忙釐清關係?究竟企業管治是甚麼?更奇怪的是,結束賓主關係的聲明於上周五凌晨可以快快公布,但公司正式通告卻要在昨日下午6時多才公布,速度有多快,一目了然。

(8月19日刊於《am730》)

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