Monday, July 27, 2009

大股東市旺「骨水」

現貨月期指開市初段走低,淡友以為大市上升多時,終於要調整了,怎知低見20,067點後,好友在短短一個早上,衝上20,200點,略為喘氣,隨即發力再升至20,396點,就此合共漲了329點,淡友只好投降,相信好友本月獲利甚豐,會否趁期指臨近結算平倉計數,抑或轉倉再戰,就要留意下月未平倉合約數量會否顯著增加。

現貨方面,炒內地出口好轉,大戶向航運股埋手,中國遠洋(1919)成交額急增至14.75億元,捧場客不少,比兩隻油股交投更盛,股價升9.1%至11.5元收市,而中海集運(2866)更漲15%至2.91元,成交額亦逾11億元。明日北京金隅(2009)將登場,持有該股約6.4%股權的中材股份(1893)股價昨只微升1.1%至6.94元收市。

除新股外,近期上市公司趁市好抽水頻頻,歐資和美資更成為配股主導人,且看5單大交易中,德意志竟佔3單之多,今趟肯定豬籠入水。在這次配股潮中,公司仍用先舊後新方式集資,即大股東如配售100萬股舊股後,便會以相同配股價,認購公司發行的100萬股新股,避免股權被大幅攤薄。但近期配股有一個特色,就是大股東認購新股數目,比自己配售予街外投資者的舊股數目為少,代表減持部分股份套現「骨水」也。

以德意志同花旗幫方興地產(817)集資為例,大股東配售近7.7億股舊股,但只認購4.6億股新股,即減持約3億股,以每股2.52元計,大股東藉此機會,便可以有逾7.5億元落袋,兼且不介意股權從69.74%降至62.87%。

德意志與瑞信為福山能源(639)抽水也出現這種情況,以每股4.38元作價,大股東配售完6億股舊股後,只買回4億股新股,變相自己售2億股舊股,套現逾8.7億元之多。耐人尋味的是,該集團在過去12個月已在市場抽水多達39億元,連同是次所售新股,將可再獲17.5億元資金,即坐擁逾56億元,莫非有重量級投資?麥格理則協助威勝(3393)配售8,000萬股新股,每股7元,集資5.6億元,但大股東則賣了9,346.1萬股舊股,代表實際減持了1,346.1萬股,拿了逾9,400萬元。

新鮮滾熱辣的還有隻雨潤食品(1068),大股東賣2億股舊股,每股13.23元,但只認購回1.3億股新股,代表大股東賣了7,000萬股舊股,自己取回超過9.2億元現金!難怪他們樂於讓股權從43.83%進一步降至約36.23%,況且除了摩根大通外,未見其他超過5%股權的主要股東,故即使街貨量超過六成,仍然不擔心遭狙擊吧!

中國動向(3818)大股東減持1.7億股舊股,每股5.02元,套現8.53億元,公司則未有發新股拿「新水」。交易由德意志和摩通負責。

大股東樂於肯賣舊股,可以避免發行大量新股,而流通股份增多,你來我往,當然希望股價獲大戶支持,齊齊搵大錢也。況且遇著市況不景,公司要抽水救亡時,大股東自己也有彈藥應急嘛!

(7月28日刊於《am730》)

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