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》)

11 Comments:

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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?

 
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