Thursday, October 15, 2009

工廠鹹魚翻生

禤中怡上周往深圳參觀華僑城創意文化園(OCT-LOFT),了解內地如何將一個昔日是東部工業區,變身成為一個以創意產業為主體的新活動空間。

該區除了保留部分歷史悠久(其實不過是20多年而已)的工業物業之外,還改建附近的配套設施,經過兩三年發展,已具備30間創意機構,從事藝術、攝影和廣告等,甚至有國際青年旅館,與熱鬧的市區截然不同,值得一看。前往該園十分簡單,搭深圳地鐵,在僑城東站下車,步行約10分鐘便到。

曾特首昨日亦提出「釋放」本港工業樓潛力,如降低重建時的強制拍賣門檻,甚至補地價可分期付款等益業主的優惠,但不能用「官商勾結」,要用「官民合作」。

至於將工業樓宇改變用途,實際又會否變成在工廠區內,左一幢有私人住宅,右一幢豪宅呢?實行讓居民感受工廠過去對經濟所帶來的「味道」呢?至於所謂改裝物業,又會否考慮整體規劃,抑或純粹是斬件式處理?若果東一間卡拉OK,右一間賣食品店舖,但物業防火、電梯等未配合下,恐怕會變成有危機多於有商機。

當然,工業樓又值錢,大家又要開始尋寶,有那些公司將受惠。禤中怡望望,在香港仔區,有些工廈仍屬上市公司持有,如大生地產(089)持有香港仔風行工業大廈,樓面逾1.1萬平方米,並持有同區香華工業大廈約6,947平方米樓面。

此外,升岡(485)持有香港仔大道232號城都工業大廈12、14和18樓,價值會否提高呢?萬事昌(898)亦於香港仔黃竹坑道擁有一幢工商業大廈,樓面面積達6.29萬平方呎,他日要變用途,由於屬單一股東,更可靈活處理。

此外,工業世家丁午壽旗下的開達集團(180),除了做火車模型出名外,現時持有九龍灣開達大廈全幢物業,若果能夠趁勢重建,整個資產負債表又可能要再計數了。

若果想找純地產商,不妨看南聯地產(1036),該股手持5幢工業物業之多,包括葵涌樂基工業大廈和九龍灣瑞興中心等,確有「發展」空間。當然,是否即時落實轉型或重新發展冇人知,但已提供重建概念,大家會否炒一轉呢?

題外話,股壇長毛Davia Webb近來不斷發功,其中質疑飲食股德興集團(611)發行8,000萬元可換股債券,換股價為0.4元,比公布交易前股價1.12元折讓高達64.3%%,不明白折讓為何這麼高?相反一批窩輪行使價僅0.9元,只折讓約19.64%。另一個疑團是認購該批可換股債券的投資者僅有Project Giant Investments Limited(PGIL)這個公司名稱,背後擁有人始終是神神秘秘,只重申屬於獨立人士。

相信股壇長毛的質疑已獲監管機構的注意,該股終以市場關注認購該債券的投資者身份為由,披露PGIL實際由李如樑全資擁有。今次有上市公司披露最終背後人士,確可助提高透明度,希望監管機構日後不用等人出聲才做功夫吧!

(10月15日刊於《am730》)

7 Comments:

At 2:11 PM, Anonymous Anonymous said...

工廈突然大幅升值, 此中有多少春江鴨? 誰個消息靈通? 有否官商利益輸送?

 
At 8:28 AM, Blogger oakleyses said...

air max, burberry outlet, true religion jeans, louboutin, louis vuitton outlet, louboutin, ray ban sunglasses, tiffany and co, coach outlet store online, oakley sunglasses cheap, christian louboutin shoes, longchamp outlet, louis vuitton, true religion jeans, tory burch outlet, kate spade outlet, kate spade handbags, oakley sunglasses, jordan shoes, polo ralph lauren outlet, louis vuitton outlet, louis vuitton handbags, coach outlet, prada outlet, ray ban sunglasses, chanel handbags, michael kors outlet, longchamp handbags, michael kors outlet, oakley sunglasses, nike shoes, air max, coach purses, michael kors outlet, longchamp handbags, louis vuitton outlet stores, nike free, prada handbags, coach factory outlet, gucci outlet, tiffany and co, louboutin outlet, michael kors outlet, polo ralph lauren outlet, michael kors outlet, burberry outlet, michael kors outlet

 
At 8:36 AM, Blogger oakleyses said...

marc jacobs, soccer shoes, abercrombie and fitch, hollister, asics running shoes, canada goose, ugg boots, nfl jerseys, reebok outlet, herve leger, ugg, north face outlet, mont blanc, longchamp, insanity workout, canada goose uk, chi flat iron, babyliss pro, ugg pas cher, ugg australia, canada goose jackets, mcm handbags, canada goose, wedding dresses, new balance shoes, mac cosmetics, soccer jerseys, celine handbags, birkin bag, p90x, ferragamo shoes, valentino shoes, nike huarache, beats by dre, ghd, instyler, jimmy choo outlet, lululemon outlet, bottega veneta, canada goose, rolex watches, canada goose outlet, vans shoes, nike roshe run, moncler, ugg boots, north face jackets, uggs outlet, giuseppe zanotti

 
At 8:51 AM, Blogger oakleyses said...

louboutin, moncler outlet, juicy couture outlet, iphone 6 cases, hollister, moncler, karen millen, oakley, baseball bats, wedding dresses, ray ban, gucci, canada goose, ralph lauren, canada goose, swarovski crystal, hollister clothing store, moncler, air max, converse, pandora jewelry, juicy couture outlet, rolex watches, moncler, supra shoes, moncler, pandora charms, ugg, vans, toms shoes, links of london, pandora charms, air max, timberland boots, parajumpers, hollister, thomas sabo, louis vuitton, montre homme, coach outlet store online, lancel, ugg, swarovski, moncler, converse shoes

 
At 10:22 AM, Blogger 艾丰 said...

jianbin1201
michael kors outlet sale
tory burch handbags
prada handbags
puma shoes
michael kors handbags wholesale
fitflop outlet
canada goose sale
michael kors online outlet
wedding dresses
michael kors handbags
uggs on sale
ugg clearance
tods shoes
bottega veneta outlet online
uggs outlet
links of london uk
replica watches
nike shoes
arizona cardinals
mont blanc
lululemon outlet store
miami dolphins
basketball shoes
cleveland cavaliers
michael kors handbags,michael kors outlet,michael kors,kors outlet,michael kors outlet online,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors
michael kors outlet online
salomon speedcross 3
abercrombie fitch
iphone cases
cheap oakley sunglasses
louis vuitton uk
nike huarache
woolrich clothing
celine outlet online

 
At 11:32 AM, Blogger Unknown said...

fitflops sale
prada outlet
michael kors outlet
ralph lauren polo
kobe 9
ralph lauren outlet
michael kors outlet
colts jerseys
ugg outlet
nike tn
20170818

 
At 2:04 PM, Blogger 5689 said...

zzzzz2018.11.15
pandora jewelry
dsquared2
coach outlet online
coach outlet
kate spade outlet
nike shoes outlet
coach outlet
coach outlet
nhl jersey
supreme clothing

 

Post a Comment

<< Home