Thursday, November 12, 2009

瘋狂傳聞一籮籮

面對資金洪流,特別是民生銀行(1988)即將登場,自然要營造良好氣氛兼找對象配合,故銀行股特別標青,內銀股炒高後,連大笨象也因話業績勝預期,股價便挾上5.98%至94元,以昨日推高5.3元計,豈不是兩天後便再見「紅底股」?令人摸不著頭腦的是,高層所說的勝預期,究竟「預期」是甚麼?不知道,預期本身定得低,自然易達標,若多點資訊便更理想。

被國浩(053)看上的東亞銀行(023)更厲害,股價單日急漲15.2%至33.35元之多!完全是超級大牛市的蜂擁買盤,由最近每日才數百萬股至逾1,400萬股成交,一下子大增至3,910萬股。以為是民生銀行招股帶挈,其實是市場出現不排除國浩會提出收購的分析,立即惹來瘋狂炒作,市場更提出,放消息的,甚至可能是現有主要股東,因想股價上升,增加投資成本,國浩要成功收購難度更大,希望藉此擊退對方。是真是假無人知,最重要是知道炒傳聞要睇位,小心被綁。

睇新聞也要留意,如有傳媒話,紅發集團(566)做批盪,配售4億新股,籌3億元,但最大問題是每股作價竟要折讓20%!該股昨日未有停牌,兼且繼續買賣,收市仍跟隨大市升2.1%至0.96元。直至收市後,才以自願性公布話,配股屬不實,亦無與包銷商展開磋商等。

不過,報章出街整天,該股也不用停牌作澄清,莫非港交所(388)忙於處理第三季業績公布,竟讓這個影響股價的消息存在一整個交易日,更奇怪的是,即使需要作出澄清的話,為何上市公司要用這麼長的時間才能作披露,或許禤中怡要求苛刻,但照顧各大小股東的知情權,相信屬最低要求吧!

知情權的寬度有多大,有時亦值得商榷,如近期熱炒股雅天妮(789)於本月4日有傳聞話,將獲得上海迪士尼飾物獨家製造及代理權,與迪士尼樂園落戶上海的消息配合得天衣無縫,翌日股價續升,該股終於發出不明股價升因,表示沒有收購,亦沒有需按《上市規則》規定披露的事宜。

以為傳聞落空,但周二收市後,該股卻突然披露與迪士尼訂立特許協議,可使用若干迪士尼人物和商標。這下子不得了,該股昨日股價曾狂漲46.5%,收市仍暴升30%至1.12元,成交額達2.06億元。誠然,傳聞與該集團所簽協議確有分別,但值得注意的是,該集團原來早於10月26日經已與迪士尼簽訂有關合約,並非空穴來風,莫非合約金額小至不值得披露?

《上市規則》第13.09條附註話:「如正在籌劃可能會重大影響任何上市證券的買賣或價格的發展計劃,則董事有直接責任確保該等資料絕對保密,直至作出正式公布為止;為此,董事須確保發行人及其顧問均嚴守秘密。如在任何時間發覺必需的保密程度不能維持,或者秘密可能已經外洩,則須作出公告。」希望監管機構望一望,究竟秘密是否經已外洩,讓人有偷步的機會。

(11月12日刊於《am730》)

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