Wednesday, January 14, 2009

投資賓架先食頭注

可知道投資賓架紛紛被半國有化,代表正使納稅人的金錢,所以一定要做好形象工程,禤中怡聽聞有大行已規定,若果只是在亞洲區內搭飛機,一律只准揀經濟位坐,即使你是聯席董事(Associate Director)一樣無得豁免,除非是跨越亞洲到歐美地區公幹,方可准許乘搭商務客位,總之避免招人口實,但會否做得更徹底,索性連辦公室的咖啡機都拆走呢?

幸好今年剛過了半個月,部分投資賓架的生意也未算太差。最新鮮滾熱辣的,當然是昨日蘇格蘭皇家銀行(RBS)也終於要加入減持中國銀行(3988)行列,批貨總值相信逾180億元,RBS當然不放過機會,實行自己做配售工作,但另一大行摩根士丹利亦好像也可分一杯羹,協助配股,收取些少配售予機構投資者的服務費,幫補幫補生意,重新展示投行的強項。

其實,不計日本市場及RBS減持中行這單大交易,睇Dealogic數一數手指,原來亞洲區在今年首一周多,已落實8宗大交易,涉及金額高達36億美元(約280.8億港元)之巨!若果RBS配售行動成功,意味今年首三周已處理了高達逾460億元的交易,投資賓架肥過肥仔水。

這些交易主要來自減持內地銀行股,首先瑞銀(UBS)率先減持中國銀行約34億股H股,市場估計值8億美元(約62.4億港元)。若果瑞銀自己做配售,實行賺兩邊,又賺股價和交易費也。

最和味的反而是美國銀行,因為同美林合併後,先給美林有生意做,就是美銀自己減持建設銀行(939)股份,總值28億美元(約218.4億港元)。之後李嘉誠基金會也加入減持中行股份行列,又話值40億元,而負責做這單配股行動的主要投行,又是美林,令這間投行一下子在不計日本的亞洲區交易市場中,以53%的佔有率,排名第一名,而瑞銀亦有39%佔有率。

雖然金融界裁員之勢未止,美國銀行同美林合併後,又話美銀已展開派大信封行動,但市場的金融人才音樂椅遊戲同樣已經重新啟動,如麥格理企業融資部(東南亞)董事總經理Johnson Tan跳到BNP Paribas旗下新加坡資本公司做CEO,當然要幫手搵deal做。

未被國有化的銀行亦見頻繁內部調動,像獅子銀行於新加坡委任Iain Taylor做當地的環球支付及現金管理部主管,而渣打集團(2888)就更積極拓展商品和農產品交易業務,包括將Ian Mote從杜拜調去上海,更從Rabobank印尼撬來Nelson Batubara做其印尼商品和農產品交易業務的主管,反映有商機就要擴充,實行你縮我擴。

既然有deal做,代表市場的資金開始釋放,大戶手上的存貨也可望重新流轉,相信今年續有大戶趁大市反彈後,進行減磅行動,話雖對港股難免有壓力,但有能力接貨的,亦非善男信女,試問真的是放入夾萬的長線投資者?反而可憧憬減持得七七八八後,可以為大市盡快尋底。

(1月14日刊於《am730》)

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