Wednesday, October 28, 2009

悲喜交集

美股周一下跌104點,連9,900點都失守,本港現貨月期指昨日開市隨即低見22,050點,足足直插550點之多,場面相當恐怖,但現貨開市後,期指即攀上22,200點以上。若果彈藥太少,又要遭斬倉了,可見坐隔夜盤的風險有多大。由於臨近期指結算,現貨月期指成交合約即增至逾10.8萬張,而11月期指亦錄6.03萬張合約成交,反映轉倉盤見活躍。
至於現貨走低亦無可避免,恒指再迫近22,000點關口,收報22,169點,跌420點,而主板成交額仍逾735億元。
亞洲股市方面,除泰國和馬來西亞股市報升外,其他主要股市同樣不能倖免,日本跌1.45%、南韓下滑0.46%,而內地股市回落幅度更逾2%。
個別股份方面,談到美國總統奧巴馬要頒緊急狀態,又要安排豬流感疫苗,引發藥股中亦有奇葩,國藥控股(1099) 最多曾見29.4元,收市仍漲近5.3%至28.85元的上市以來收市新高水平,成交額更逾8.2億元。中國製藥(1093)也逆市升5.8%至4.72元,有些更厲害,如博智國際藥業(1149)上揚8.8%,惟成交額僅115萬元而已,但可見有些股份未有跟隨大市走。
除這些股份外,榮暉國際(990)股價昨日暴升31.3%至1.3元,單日漲0.31元,輕易成為升幅之冠,成交額逾2,420萬元。若果是老股民,應該記得該股前身,就是由一代時裝強人賴雁浪創立的三商行,即「Theme」,有人更讀成「The」「Me」!
該股今日已由達利國際(608)所持有,而經歷數年光景,榮暉終提出以1.3億元出售Theme(BVI)予達利,主要是中港和新加坡業務,只保留台灣業務,然後每股派0.1506元。不過,最重要是今日股東特別大會批准方可有錢派,但有人看好交易能夠完成,先偷步入市。
另一個有趣的地方是,達利同時賣走榮暉這個「殼」的63.28%股權,每股代價為0.19501元,那麼豈不是比昨日收市價足足折讓高達85%!至於新買家當然要提出全面收購建議,但恐怕股東早已知道怎樣做吧!為甚麼要保留台灣業務?無他,財技也,因為賣殼兼完全轉型的話,過關有難度,但保留些少業務,待交易完成後,日後才注入業務就方便得多,且看是否變身又做資源股。
所謂有喜有悲,上周談到隻消息股意馬國際(585),昨日便慘遭拋貨,開市急插至0.215元後,全日更重挫36.9%至0.208元,成交額高達1.57億元,涉及7.08億股之巨,差不多等於兩成股份易手。
由於該集團攝製的《阿童木》已上映,有報道話美國票房一般,首周只有700萬美元(約5,460萬港元),又話內地票房首3天有逾4,000萬元,但製作成本要5億元,能否收回成本仍是謎,總之是眾說紛紜,該股終於發出通告,話現階段未能確切或核實有關估計。由於是消息股,波動難免,若有入戲院捧場,相信心中有數!

(10月28日刊於《am730》)

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