Thursday, October 22, 2009

消息股炒幾轉

恒指昨跌至22,200點附近再度抽上,似乎大戶不讓其顯著調整,午後更一度收復大部分失地,最終只微跌66點至22,318點。

大市轉向炒消息股,像華能國電(902)首三季賺41億元人民幣,擺脫去年同期虧損情況後,股價立即彈升高達7.5%至5.56元,最重要是讓其他同業股份受惠,中國電力(2380)亦漲7.3%,華潤電力(836) 則增4.7%。而大唐發電(991)昨日雖然只升3.9%,但該股收市後亦公布首三季轉虧為盈,相信今日可能繼續炒。

至於批地產股則懶理有尊貴議員質疑豪宅樓層編排的問題,股份多持續造好,前日升幅較少的恒隆地產(101)昨日即獲追捧,衝上31.4元,終見1年新高,傳獲批重建尖沙咀新世界中心的新世界發展(017)亦續彈2.8%至18.26元。

至於比較冷門的消息股,恐怕非壹傳媒(282)和SCMP集團(583)莫屬,皆因該兩間公司都有好消息公布,就是因應金融海嘯而向員工薪酬開刀減薪的部分,決定恢復舊薪酬水平,儘管不是加薪,起碼能夠讓員工有多點收入,而該決定亦多少反映,傳媒業環境可能亦已受惠經濟改善而好轉。

再望望專門觀察本港廣告的admanGo份報告,首9個月本港總廣告支出約185.2億元,上升1.3%,對比上半年仍出現倒退情況,表現已經算不俗,當中9月總廣告支出為24.17億元,比8月初還多3.34億元,更是連續第三個月出現增長,按媒體分布,電視仍然擁有35%的市場佔有率,但報紙也佔31%,反映後者倒也搶到不少生意。

壹傳媒股價全日彈2%至1.02元,但仍比一年前高位2元有一大段距離。至於SCMP股價則只微增0.7%至1.35元。

不過,經濟日報集團(423)的股價表現原來更突出,昨日增3.8%至1.87元。無他,股市好轉,金融資訊需求又再增加,財經報章表現也有改善,像持有英國《金融時報》的FT Group話,第一季營業額增長10%,而傳媒大亨梅鐸買回來的道瓊斯公司旗下龍頭報章——《華爾街日報》也話,截至9月底的財政年度,其發行收入增長10%,而周一至五的日均發行量達202萬份,成為美國第一大報,超越《今日美國》(USA Today),因後者本身也流失了40萬名讀者,引致發行量降至188萬份所致。

另一個值得注意的卻並非來自財經版。有留意娛樂新聞的話,都知道電影《阿童木》快將在全球上映,究竟在這個淡季期間,能否吸納舊漫畫迷入戲院捧場,以及獲得一批新觀眾的垂青。

大家應知這齣電影其實是由意馬國際(585)製作,可惜之前製作支出不菲而需「急救」,幸好獲羅康瑞等投資高手幫忙注資,才解脫難題,兼且讓電影成功面世。不過,該股昨下跌3.7%至0.38元,莫非擔心票房差,驚阿童木飛不起?但若賣個滿堂紅,會否成新貴呢?

(10月22日刊於《am730》)

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