Tuesday, February 10, 2009

飛天神仙股

若果沒有獨立思考,真的會精神錯亂,因為美國經濟之差,失業率持續惡化,早已是人盡皆知,但偏偏美股上周五大升。隨後內地救市落力程度不斷加大,大家已經預料減息可期,進一步確認經濟問題嚴重性,有多好景,一目了然也。

上周五,禤中怡見到港交所(388)的上市公司通告中,原來有足足8間上市公司發出盈利警告,不是盈利大倒退,就是虧損,而原因更是五花八門,當中有經營大環境不理想,遭原材料價格波動所打擊,而損手較多的,就是來自股票買賣,甚至投資衍生產品蝕錢。

像東方網庫(430)話股票、股票掛鈎票據和有「I kill you later」之稱的累積股票期權遠期合約虧損拖累損手,但望清楚,東方網庫主要業務為鋼鐵貿易和電子產品,但營業額於07年才約800萬元,去年中期更只有300多萬元,反映主要收入來源就是靠炒,難怪全年有重大虧損,並非如業績所講:「本集團相信現行財務架構顯示可不時產生大量現金結餘,而有限組合投資活動將改善現金結餘之回報」。

投資股票前,實在需要做功課,看清楚間公司業務情況,究竟哪項才是主業,是否具備發展空間,留意盈利表現時,而注意組成部分,是靠實業產生的,還是靠炒賣,或者特殊利潤所構成,避免入錯貨,畢竟彈藥有限,不要作無謂的浪費。

不過,細價股始終「人見人愛」,且看連恒基地產(012)主席李兆基細細哋買隻香港資源(2882),隨便地拿2,000萬元,以每股0.5元入股香港資源約4,000萬股,便擁有約8.13%股權。

香港資源前身亦是問題股海域化工也,而經過重組後,由新管理層接手,於去年9月底,現金1.83億元,而該公司正收購恒豐金業(870),應佔投資額料需3.33億元,故此發行這批新股予李兆基所得資金,實在是濕濕碎,但提升知名度的威力則不得了。且看股價昨日表演火箭升空,開市即裂口高開達33.3%,見0.76元,比之前收市0.57元計,每手4,000股已賺760元,之後不足1分鐘便見0.8元,股價於上午邁向0.84元收市。

講明是火箭升空,原來真正的「旅程」於午市展開,開市未夠半小時,股價已經突破1元關口,見1.01元,若果上午入貨的,依然有斬獲,因為最高曾報1.18元,即使收市升勢回軟,仍企在1.13元收市,全日增幅高達98.2%,成交股數1.94億股,金額達1.83億元。雖然升幅僅排在升近1.6倍的如烟集團(329)之後,但如烟集團成交額僅201.4萬元,不提也罷。

李兆基所持4,000萬股計,帳面利潤才不過2,520萬元而已,但最重要的是,成功將香港資源市值急速膨脹至5.1億元,日後再集資的能力便大增,而且有李兆基參與,多少給予投資者一份信心,難怪昨日備受市場追捧。當然,李兆基的親家徐傳順實益持有香港資源逾1億股,亦成功晉身億萬富豪了。

(2月10日刊於《am730》)

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