Wednesday, October 21, 2009

41隻熊證遭殃

見到美股周一曾破10,146點,雖然尾市只收10,092點,相信投資者已經收貨,而港股自然跟隨造上,開市即抽高逾150點至22,350點,之後窄幅上落,午後再一鼓氣試衝22,450點,可惜最終只能升184點至22,384點,而主板成交額已增至741.8億元。

雖然恒指升幅未見顯著,但昨日才屬熊證大屠殺日,因為周一僅12隻熊證遭打靶,怎知昨早開市,一批回收價為22,300點的熊證率先沒頂,而午後進一步上闖的結果,就到回收價為22,400點的熊證遭殃,令熊證被打靶的總數高達41隻。若果外圍續造好,恐怕共有12隻恒指熊證存有危機,因為該批收回價為22,500點,開市抽上觸及該水平便可讓淡友損手而回。

話雖港股向上,其實有20隻藍籌股卻逆市回落喘氣,其中計劃集資的東亞銀行(023),股價便走低1.69%之多,成為跌幅最大的藍籌股,而兩隻傳統重磅股——中國移動(941)和滙豐控股(005),股價也分別下跌0.69%和0.44%,可見整體大市主要依靠地產股和內銀股支撐上揚。

其實,單是5隻藍籌地產股經已推高恒指多達120點,其中4隻股價更已經創下一年新高水平,其中最突出的,非新鴻基地產(016)莫屬,單日急漲7.7%之多,最高更曾見130元,收市仍報129.4元,而成交額更高達14.15億元,無他,大手成交多達779宗,涉及共846萬股,佔該股全日成交股份的75%,其中有大戶在127.8元掃11萬股,涉逾1,400萬元。

另外3隻股價見一年新高的地產股還包括長江實業(001),兼繼續成為紅底股,收市漲7%,見107.3元;新世界發展(017)與及信和置業(083)股價分別見17.76和16.28元收市。至於恒隆地產(101)昨日收報30.2元,距離今年最高位30.8元,只差約2%而已。

在這場升浪中的大贏家,相信非長和集團主席李嘉誠莫屬,因為他自9月開始,持續吸納長實股份,粗略一計,經已合共買入840.8萬股之多,每股平均價格由95.245元起步,最高吸納股價亦只為100.77元,而以長實昨日收市價計,意味在短短一個月時間,投資回報最高達12.6%!

大家一直揀炒落後股,而地產股成為市場焦點,畢竟政府的土地優化政策似講多於做,即使加快推出發展項目,亦難即時讓供應大增,紓緩樓價壓力,難免憧憬短線樓價續向上,令地產股的資產淨值有所提升,從而成為炒作借口。

題外話,前日談到聽聞《新報》總編輯郭一鳴快將離職一事,消息已獲確認。

不過,有關他將轉戰《成報》一事,經查證後,最新情況是他目前並未有計劃轉往該報上班,但日後會否進駐其他傳媒機構,則有待了解。

禤中怡在此祝願郭兄前途似錦,希望很快又見到他繼續為傳媒行業出力。

(10月21日刊於《am730》)

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