Wednesday, August 19, 2009

傳媒黑色星期二

經歷黑色星期一,港股昨日仍先跌穿20,000點,方抽上20,306點收市,只升168點,未能收復失地,況且壞消息開始增多,人人都話升得太多,要喘一喘氣,確為淡友營造賺錢機會。

不過,細價股就趁機亂竄,像3月底才上市的詩天控股(1008)昨日顯著上升高達35.6%至3.35元,與招股定價1.25元比較,足足累積升了2.1倍,以現價計,市盈率15.8倍,以一間印刷服務的公司來說,除非今年盈利能夠升一倍吧!該股已經連升4日,但昨日成交額555萬元,而成交股數反而有所收縮,可能有後著跟尾。

至於保興發展(1141)成交激增至3億元,但似乎是趕着落車居多,股價一下子直插52.3%,大瀉0.66元,收市只剩0.6元,成交股數達3.6億股。該集團早前收購計劃或有變卦,加上終止配股集資計劃,難怪捧場客紛紛離場,且看這隻在短短3個月內,由仙股變毫子股,股價之後再破1元的股份,將會如何收科。

對傳媒行業來說,昨日亦儼如黑色星期二,以出版《讀者文摘》為主的The Reader’s Digest Association, Inc.(RDA),其美國業務也要申請破產保護,因為要重整債務其高達22億美元(約171億港元)債務,部分債務轉為資本,即借錢給該公司的一批高級有抵押債權人,強制變成股東也,涉及當中約16億美元(約124.8億港元)債務,無端端擁有該公司主要股權。該集團又明言上半年營業額將跌8.3%,生意難做。禤中怡也是《讀者文摘》的讀者,從中獲益良多,也見證其改版變革,當然希望能走出谷底。

除了美國迎接寒冬之外,香港的傳媒業也不好過,且看SCMP集團(583)昨日於收市後,發出盈利警告,話受到全球金融危機影響,經營業務的收益大幅下滑,引致6月底止中期業績將會轉盈為虧,但詳細情形就並未有提及,料受廣告收入下跌影響所致。

該集團去年盈利已經顯著倒退68%之多,並將股息總額由18仙大幅削減至8仙,與昨日收市價1.3元比較,股息率依然有6.1%,回報也算不俗,若果虧損而不派息,靠食息的股東就要勒緊肚皮了。

傳媒大亨梅鐸擁有的新聞集團(News Corporation)亦重組其亞洲廣播業務為3個營運單位,即星空傳媒(印度)、星空傳媒(大中華)及霍士國際頻道。影響所及,該集團旗下香港的營運規模將因而縮減,而《金融時報》指,香港部門未來更要裁減150至200人之多。禤中怡明白,香港這個市場實在太細,專注大陸和台灣這兩個市場更形重要,但聽到這個消息,心裡依然涼了一截,因認識的傳媒界朋友中,也有在該機構工作的,希望平安大吉。

《經濟學人》雜誌算是逆市奇葩,全球發行量續升6%至141.8萬本,當中亞太區發行量受惠印度讀者增加而升4%至13.5萬本,更難得的是,北美地區發行量升9%,或許經濟差,更要找出路。

(8月19日刊於《am730》)

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