Thursday, September 10, 2009

1003巧合的跳車

正當國家財政部準備來港發國債,讓香港人有機會當家作(債)主之際,內地卻於60周年國慶前夕,率先上演一套名為《穩定壓倒一切》的樣板戲,由新疆烏魯木齊新聞辦擔綱演出,故事講本港記者被打後,新聞辦話記者煽動群眾,差點說「抵打」,對內地人來說,可說是司空見慣,畢竟經濟(好像)是自由了,其他的卻沒有改變,只是香港人你們「大驚小怪」,況且未有長時間拘留,算是恩賜了。

據國際金融公司和世界銀行公布《2010年營商環境報告》,香港依然排在第三位,無法挑戰冠軍的新加坡和第二位的新西蘭,雖仍算守住探花位置,但亦代表進步速度不及對手,大家仍需努力!

相反,備受外資追捧的中國在該報告中的排名不升反跌,由第86位跌3級至89位,在各項評級中,除了跨境貿易和支付稅項的排名提升5位外,設立業務排名僅升一位,而保護投資者方面,卻竟然大幅倒退5位之多,從88位降至93位,值得反思。

不過,做生意確實並非一定事事順利,因為有買有賣,涉及多方面因素,若果雙方合作的話,變數就更多。好像21控股(1003)於7月底披露,進軍另類能源業務,計劃成立合資公司,持80%股權,發展風力發電項目,首階段總投資額5億元,實行搭上新能源列車,股價雖然未有顯著上升,亦曾見2.07元,較停牌公布消息前的1.91元為高。

豈知周一股價竟然大幅走樣,開市即出現暴瀉場面,從上周五收市的1.89元,一下子跌至最低0.48元,即挫74%,公司匆匆掛免戰牌,成功在早上11時多以0.5元停牌,但股價已消失73%,在半年間,將股價從毫子股晉身為蚊股後,又再打回原形。而在開市至停牌這段時間內,成交股數高達6,791萬股,與近期數百萬股比較,交投表現顯然是「非常突出」。

所謂醜婦終須見家翁,該股披露,因另類能源業務市場環境出現轉變,所以於周一同合作方終止合資協議,至於為何在短短一個多月多一點時間裡,這個另類能源市場有如此突變,甚至足以要擱置計劃,真的考起高人,況且傾生意之前,作為負責任的管理層理應先作調查,研究新業務可行性,以上市公司而言,相信無理由會草率行事,而在投資該業務時,公司曾解釋:「鑒於中國電力供應短缺,全球及中國國內均趨向加強發展可再生能源,故本公司將毫無疑問地能夠從訂立投資合作協議中受惠」。

另一個令人摸不著頭腦的是,股價周一暴瀉時,同日又是落實終止合資協議,除了巧合外,究竟是否有春江鴨認為投資恐落空而離場,抑或另有內情,是其他持有該股的股東不知情的呢?若果有人藉停牌前溜掉,而大部分股東卻空對恨時,監管當局實在要為股東交出一個說法。

21控股昨日復牌,最高曾見0.63元,收市報0.54元,逆市升8%,但距離暴挫前收市仍蒸發71.4%,成交逾2.3億股,涉及成交額逾1.2億元。

(9月10日刊於《am730》)

8 Comments:

At 6:05 PM, Anonymous Anonymous said...

香港的排名雖然能維持不變, 但實際得分却是連續兩年下跌 (2009:5.1 / 2008:5.3 / 2007:5.4). 與星洲的距離(5.5)又遠了些.

 
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