Wednesday, December 09, 2009

細價股改名就炒

以為杜拜世界事件沉靜下來,其實該集團部分債券於本月14日到期,期間要解決重組債務問題,著實不易,而中東股市已經出現續跌情況,杜拜股市在過去兩周已經累挫逾20%,昨日沙特阿拉伯股市跌2.34%、卡塔爾股市回落2%,有點火燒連環船的感覺,而中東區以科威特股市回升1.3%算最佳。

儘管部分資訊大家早已掌握,連專家也覺得發生恐慌性拋售機會較低,但股市表現不一定依足期望走,最重要是其實杜拜世界所提供的資訊仍不足,究竟中東市場會否點起藥引,大家要小心。港股續走低,距離22,000點關口僅60點,面對壞消息續困擾情況下,可能一邊推低恒指,一邊炒消息股。前日提及航空市道好轉,國泰航空(293)昨日便話加員工薪酬,值得鼓掌慶祝,相信生意好才敢調高薪酬吧!該股續逆市升近0.3%至14.46元。

細價消息股亦續獲捧場,特別是那些改名變身的股份,像香港體檢(397)也跟隨潮流,由驗身轉去中國河南省鄭州高新技術產業開發區從事非晶硅薄膜太陽能光伏業務。這些專業產品發展趨勢實在不易理解,但公司改名為中國保綠資產投資,顯然要轉型,市場立即有反應,股價抽高52%見0.7元,收市仍顯著上漲39%至0.64元。

另一隻就是創業板股份,前稱采藝多媒體控股的杏林醫療信息科技(8130),股價由0.29元起開始回落,一個小時已挫至0.164元,失去43%市值,收市亦僅報0.176元,足足不見了39%之多。以為大跌無著數?其實是該股獲法資里昂幫手,配售高達50億股新股之多,但每股配股價僅0.1元,比較公布配股前股價足足折讓達50%,意味獲配股份的投資者認購後拋售,依然有足夠獲利水位,故配股完成多日,昨日才見成交股數急增至2.66億股,莫非有大戶不守「秩序」?

談起秩序,股東周年大會是上市公司的例牌程序,管理層都會有規有矩,輕輕鬆鬆等點票,通過各議程,然後同股東齊齊嘆茶點,但見到Prime investments(721)份股東周年大會投票結果就認真嚇一跳,其中重選陳普芬博士為非執行董事一項議案,6,137萬股贊成,但竟然有高達10.59億股投反對票,即94.53%的投票比例,順理成章,議案被否決,陳普芬亦無法連任。有趣的是,反對票數竟高達已發行股本約42.65%之多。

再望望該集團年報,擁有會計師資格的陳普芬為太平紳士,雖已87歲,但背景顯赫,曾為九龍證券交易所主席、前證監會收購及合併委員會委員,以及前香港證券交易所聯會主席。現時他亦為藍籌股華潤創業(291)及另一間上市公司偉仕控股(856)獨立非執行董事,反映他應付上市公司的工作能力,仍然獲得其他公司管理層的信任,莫非是陳博士不想連任,叫大家幫手反對,可以卸下重擔?

題外話,由本周起,禤中怡亦要減輕工作量,只逢周二和周三與大家見面,敬請繼續捧場。

(12月9日刊於《am730》)

5 Comments:

At 1:37 PM, Anonymous Anonymous said...

so nice blog..................................................

 
At 8:23 AM, Blogger oakleyses said...

air max, burberry outlet, true religion jeans, louboutin, louis vuitton outlet, louboutin, ray ban sunglasses, tiffany and co, coach outlet store online, oakley sunglasses cheap, christian louboutin shoes, longchamp outlet, louis vuitton, true religion jeans, tory burch outlet, kate spade outlet, kate spade handbags, oakley sunglasses, jordan shoes, polo ralph lauren outlet, louis vuitton outlet, louis vuitton handbags, coach outlet, prada outlet, ray ban sunglasses, chanel handbags, michael kors outlet, longchamp handbags, michael kors outlet, oakley sunglasses, nike shoes, air max, coach purses, michael kors outlet, longchamp handbags, louis vuitton outlet stores, nike free, prada handbags, coach factory outlet, gucci outlet, tiffany and co, louboutin outlet, michael kors outlet, polo ralph lauren outlet, michael kors outlet, burberry outlet, michael kors outlet

 
At 8:37 AM, Blogger oakleyses said...

abercrombie and fitch, hollister, sac burberry, sac hermes, nike free pas cher, michael kors, sac guess, timberland, nike free, lululemon, new balance pas cher, true religion outlet, sac louis vuitton, mulberry, louis vuitton uk, longchamp, nike roshe, vans pas cher, air max, louboutin, vanessa bruno, nike blazer, hollister, air force, ray ban pas cher, true religion outlet, north face, oakley pas cher, hogan outlet, nike trainers, nike tn, air jordan, sac louis vuitton, polo lacoste, louis vuitton, air max pas cher, michael kors pas cher, michael kors, polo ralph lauren, sac longchamp, converse pas cher, ralph lauren, nike roshe run, barbour, nike air max, air max, north face, ray ban sunglasses

 
At 8:37 AM, Blogger oakleyses said...

marc jacobs, soccer shoes, abercrombie and fitch, hollister, asics running shoes, canada goose, ugg boots, nfl jerseys, reebok outlet, herve leger, ugg, north face outlet, mont blanc, longchamp, insanity workout, canada goose uk, chi flat iron, babyliss pro, ugg pas cher, ugg australia, canada goose jackets, mcm handbags, canada goose, wedding dresses, new balance shoes, mac cosmetics, soccer jerseys, celine handbags, birkin bag, p90x, ferragamo shoes, valentino shoes, nike huarache, beats by dre, ghd, instyler, jimmy choo outlet, lululemon outlet, bottega veneta, canada goose, rolex watches, canada goose outlet, vans shoes, nike roshe run, moncler, ugg boots, north face jackets, uggs outlet, giuseppe zanotti

 
At 8:52 AM, Blogger oakleyses said...

louboutin, moncler outlet, juicy couture outlet, iphone 6 cases, hollister, moncler, karen millen, oakley, baseball bats, wedding dresses, ray ban, gucci, canada goose, ralph lauren, canada goose, swarovski crystal, hollister clothing store, moncler, air max, converse, pandora jewelry, juicy couture outlet, rolex watches, moncler, supra shoes, moncler, pandora charms, ugg, vans, toms shoes, links of london, pandora charms, air max, timberland boots, parajumpers, hollister, thomas sabo, louis vuitton, montre homme, coach outlet store online, lancel, ugg, swarovski, moncler, converse shoes

 

Post a Comment

<< Home