Thursday, October 08, 2009

德發股東大鬥法

港股不但高開263點,更跟隨美股,展現強勁升勢,中午企穩在21,200點後,進一步多次突破21,300點,可惜無功而還,只能收報21,241點,升430點。中資藍籌股續造好,究竟與內地長假期,AB股停市,內地大戶轉戰港股有關,抑或大家準備迎接A股明日開市,先行炒上。

大價股固然上漲,小型股表現更凌厲。ROJAM(8075)安排股本重組兼發可換股債券先拿2,500萬元,有望翻生,股價立即急衝43.5%之多,收報0.155元,惟成交額只有350萬元而已。

華晨汽車(1114)前掌舵人仰融投資遠東金源(1188)後,對重返汽車市場念念不忘,更準備走去美國發展混合動力汽車項目,而該股昨日公布獲美國阿拉巴馬州鮑德溫縣委員會向旗下HKMC發出無法律約束力意向書,轉讓當地北部3,000畝地盤意向。雖然交易有待落實,兼且發展需時,但該股在上午收市後公布該消息,午後開市,股價隨即大漲,最高見0.305元,收市報0.285元,全日增0.058元,漲25.5%,成交額逾4,090萬元。

大家都想在新能源世界中分一杯羹,但究竟葫蘆裡賣甚麼藥,內裡乾坤始終有限,故參與這場遊戲時,分配部分資源尚可,更要抱隨時落錯注的心態,畢竟做新能源的上市公司多,碰上莊家夠大又轉身快,試問怎快得過人跳車呢!

不要以為只有散戶中招,且看德發集團(928)停牌超過1年,並由臨時清盤人處理,包括重組,本身投資該股的重量級股東像鄧普頓持有德發11.03%股權,Sansar capital也擁有18.08%股份,奈何也無法甩身。

但股東還有股票在手,可以有發揮機會,且看該股於周二開股東周年大會,昨日公布投票結果,本來以為是例湯例水,又是叫股東做舉手機器,望着其中一項「省覽及酌情採納截至二零零八年三月三十一日止年度之經審核綜合財務報表,及臨時清盤人與德誠之報告」的投票中,贊成票數有逾7,609萬股,而反對股份竟高達逾4.815億股,即反對票佔投票股份總數的83.36%壓倒性優勢,有關決議案當然不獲通過。

禤中怡望望該股股本,反映反對票已佔該集團21.76%股權之高,那麼誰是幕後主持呢?除那些機構投資者外,創辦人郭榮持有38.12%股權,另外,McMullen James則擁有8.65%股份。

禤中怡找會計界朋友問問,他話公司份業績,多數先獲大股東負責的董事會批准,故此不獲通過機會較微,可能帳目現時由臨時清盤人負責,特別是人家用「fair value」公平值計,股東卻認為價值低殘得太可憐而對帳目內容感不滿,實行投反對票。朋友話,既然議案未獲通過,可能要重做盤數,等股東再通過。此外,該集團董事陳澤鍇在投票時雖獲逾2.56億股贊成,可惜反對票更高達3億股,即54.33%反對而無法任董事,可見股東同臨時清盤人大鬥法,可惜面對殘局,勝出也不會有多大好處。

(10月8日刊於《am730》)

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