Tuesday, May 05, 2009

炒高慶升班

大戶上周轉完倉,立刻趁豬流感未顯著擴散,再配合美國經濟收縮未算太差,變相又有炒上藉口,竟將亞洲股市來個大反彈,恒指更輕易衝破16,000點,真的以為牛市重臨。由於在上周三和周四這兩日,大戶已經先殺掉46隻牛證,昨日則掉轉來做,實行再斬多四両,一口氣將逾90隻熊證殺掉,企錯邊便會粉身碎骨。落後藍籌股如富士康(2038)飛漲17.8%,相信台灣因素多少有幫助,而中國神華(1088)和中信泰富(267)股價更齊升逾11%,甚至連之前受累豬流感而回落的國泰航空(293),昨日亦發威,也要跳升10.8%。

至於美國消費支出數據較預期為佳,利豐(494)立即向上10.7%。市傳該股將有大型「批盪」計劃,集資27億元,實行先儲彈藥,如果批股成功,就是自去年9月初以來,即在7個月間第二次配股。還記得金融海嘯期間,利豐竟找到新加坡淡馬錫落疊,當時用每股23.09元,買入1.68億股新股,令利豐獲近39億元資金,之後該股股價大潛水,最低見過10.82元,足足消失53%投資帳面值,但以昨日收市價24元計,如果淡馬錫無沽貨,現時所持投資不但已浮上水面,帳面更可獲利1.5億元,好過去年買美林股份,引致巨額虧損。

由於股市難得興旺,如果不趁勢抽水,更待何時,特別是地產股也飛升,幅度非同小可,不難有些持貨較多的,選擇配股拿取市場資金,應付日後發展項目所需,但如市場抽水行動頻繁,多少有接火棒之危,不能不防。

至於其他三四線股則靠消息突圍,好像從事服飾採購和貿易的泓鋒國際(2309),按道理,該集團業務同豬流感關係不大,兼且生意細細,如去年9月底止,中期營業額僅233.8萬元,但股價昨日則由仙股,晉身成為毫子股,由上周四收市的0.092元炒上,最高曾見0.131元,收市報0.122元,一日大幅上揚高達32.6%,成交股數達1.72億股,也有2,079萬元成交。

無他,如果喜歡體育活動,特別是英國足球賽事的,相信會知道部分原因,因為該股持有Birimingham City Plc(BCP)29.9%股權,而BCP旗下主要擁有伯明翰球會,該球會剛剛壓倒主要對手雷丁,獲得英冠聯賽第二名,雖然並非奪得冠軍,但已經足以取得直接升上英超聯賽的資格。

若能同曼聯等勁旅較量,代表在未來一年,該球會藉電視轉播和入場門票等收入定必大增,難怪BCP在英國倫敦證券交易所旗下AIM市場的股價曾漲8.6%,高見31.5便士。至於泓鋒所持BCP股份平均每股帳面值,原來只有26.96便士,即每股已賺16.8%,又可靠股份公平值升值獲利,但始終是帳面數,不過,有誰看基本因素呢?

題外話,上周談到《于品海蝦碌業績》,當中提到威利國際(273),有網友問及其核數師代表,經查閱該集團08年年報,獨立核數師為馬賽會計師事務所。

(5月5日刊於《am730》)

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