Tuesday, June 02, 2009

高盛多袋一蚊

港股繼續表演挾淡倉大行動,淡友在開市初段,尚且還有還擊之力外,指數隨後已經節節向上,淡友顯然敗退,最重要的是有成交配合,兼且恒指以四條「8」收市,報18,888點,若果投資者迷信的話,肯定會認為有了這麼多「發」,今趟升市無走雞!

其實,錢真的太多,不止香港股市,其實世界各個主要股市也齊齊演奏一曲全球大升市的交響樂,而美國財政部長蓋特納來中國「朝聖」時,勾劃出美國經濟將復甦的畫面,實行叫投資者(當然是中國政府啦!)放心將資金投入其債市,幫一幫忙集資救市。

美國金融巨頭也要立刻採取行動配合,今次輪到高盛向股市拿錢,但並非自己再配股,而是實行減持中國工商銀行(1398)的H股約30億股,每股作價介乎4.8至4.9元,即可套現最多約147億元,認真和味。由於高盛想提早償還美國政府提供的100億美元(約780億港元),是次配售工行股份所獲巨額資金,連同早前自己配股集資50億美元(約390億港元),確可加強其還債能力。

有趣的是,美國另一金融機構美國運通(American Express Co)和安聯集團齊於4月底也減持工行逾38億股H股,但每股配售作價才3.86元而已,估不到僅僅在一個多月時間後,每股配售價足足多1元!代表若果他們肯忍一忍手,多等一會便可以多袋38億元。

至於高盛早前在工行首季業績公布後,發表研究報告,亦維持對工行的「買入」評級,兼睇該股目標價為5.1元,而昨日股價便突破目標價,以5.11元收市,究竟今次是分析員叻,或是內部的賓架管理層在金魚缸打滾久遠,能夠如此料事如神,等到這時才出手呢?另外,高盛所持餘下工行股份將於2010年4月28日後才解禁,可望為消除工行另一個不明朗因素。

上周已講,今次資金市威力驚人,能夠有如此巨型投資者肯接工行批貨,多少反映這個實況,但資金消耗有盡時,兼且邁向半年結時間,基金如在之前入貨,相信多少已有斬獲,小心他們套現部分利潤,好向投資者交差,畢竟在這段期間,大市升勢十分凌厲,持貨的一定要小心,因為調整出現,絕不為奇。

題外話,老傳媒人馮強轉職執教鞭,有意做傳媒人的,又多一個學習機會,他在昨日《am730》篇訪問更話,印刷媒體應結合網上平台發展新經營模式,拓展新業務,禤中怡十分贊同。不要以為只是學者論文內容,且看壹傳媒(282) 早前發盈警,講明09年3月底全年盈利大降,但不代表不尋找商機,且看該網如《蘋果日報》等就由昨日開始,也推出有錄影片段的新聞,擺脫純文字的版面。曾幾何時,該集團創辦人黎智英在網站現身,怎知瀏覽量急增至「炸爆」網站,故今次未有大張旗鼓,兼且用錄像新聞,起碼傳輸負荷不會大增,亦算學精了。

(6月2日刊於《am730》)

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