Wednesday, November 18, 2009

金勞詹又買殼?

除了新股招股忙,併購活動續活躍,像美維控股(3313)大股東將盤生意售予TTM,自己續持有覆銅板業務,並且轉為持有TTM為收購而發行的新股,又可讓其他小股東有套現機會,若果07年招股時已經按每股2.25元入市,直至10月底停牌前,股價已浮上「水面」,若按交易派現金加TTM股份共值3.47元計,更加大有斬獲,回報54%,實在算不俗了。該股昨日當然跟隨派息效應而抽上41.8%,至3.05元。

至於隻大福證券(665)被母公司新創建(659)放售亦屬情有可原,畢竟與新創建的基建等業務確是格格不入,處理好本身的投資組合,專注核心業務,才可以吸引基金垂青。不過,近期消息滿天飛,又話內地銀行爭奪大福證券云云。禤中怡卻聽聞這些全屬有人發放「擾亂彈」,相信落入內地證券商機會很大,只是等待時機成熟公布而已。

為何內地證券商有興趣呢?無他,要拓展海外市場,最理想的踏腳石自然是以香港作為跳板,一來可以即時擁有一定規模業務,不用慢火煎魚,況且內地資金充裕,根本不愁沒有大水喉支持。此外,可以加快接觸國際,起碼幫內地客戶買賣港股,肥水不流別人田也!

至於天行國際(993)早前已經披露,持有63.42%的大股東兼主席張德熙和執行董事蔡朝暉可能出售全部或部分股權。張德熙就是九十年代政壇元老級人馬張人龍的兒子,但今次選擇售股,究竟是遇到好價錢,抑或想淡出金魚缸呢?

殼股市場亦見大戶動作。做積層板業務的老牌公司南興(986)大股東兼新任主席劉松炎家族突以每股0.4元出售所持逾1.19億股,拿了逾4,767萬元離場,將約28.45%股權拱手轉讓予Golden Mount。交易的醒目之處,就是股份交易所佔比重不超過30%,毋須按規定,向其他小股東提出全面收購建議,便可擁有公司控制權。

有趣的是,大股東是次所售股份作價較周二收市價0.83元折讓高達51.8%之多,情況確實有點不尋常,因金額不多,莫非急要錢?此外,劉氏家族成員亦沒有辭去董事職務,相信仍有後著。該股昨只跌1.2%至0.82元,成交僅300萬元。

通告指買家Golden Mount屬獨立第三者,惟未披露背後實際持有者身份,禤中怡往港交所(388)查查,赫然發現這間公司名稱正好與立法會議員金勞詹(詹培忠)持有,並由其兒子詹劍崙負責的公司相同。這位第二代愈戰愈勇,Golden Mount投資13間上市公司之多,若真的連同南興,又可增添新成員。

禤中怡同一位上市公司主席談起,他話「一隻乾淨殼」(公司上市地位)的價格已升至1.5億至2億元,最近更收到2.5億元的叫價,最終決定維持現狀,因日後可能仍需利用上市公司的優勢發展業務。對於「靚殼」有價,朋友話,內地投資者「好把炮」,搵殼注入數以十億元計的資產,再配合明星效應,好似做騷一樣。但他話自己財力不及內地大戶,唯有安守本份。

(11月18日刊於《am730》)

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