Tuesday, February 09, 2010

龔家出手頻

臨近新年,但大戶似乎未收爐,恒指咬住19,600點多時,直至午後才直插近200點至19,423點低位後又再抽升,收市只跌114點至19,550點,但仍有34隻恒指牛證打靶,當中更有12隻收回價為19,500點,反映大市跌幅收窄,投資者也莫奈何。

龍頭藍籌滙豐控股(005)無法企在80元收市,只報79.9元,跌0.99%,即在短短一個月間蒸發11.35元。而在內地金融藍籌股中,除建設銀行(939) 回落0.688%外,其餘均挫逾1%。

市場關注歐洲五國債務問題,會否「燒著」投資當地的金融股,就如當年投資雷曼般出事,難免有戒心。此外,歐洲經濟恐轉差,亦觸發出口和於當地有業務的股份,如中遠太平洋(1199)及招商局國際(144)均下瀉逾2.7%,而早前公布業績表現勝預期的思捷環球(330)亦捱沽,收市報54.15元,跌1.7%。

近期經常談到甚麼「歐豬五國」,就是葡萄牙(Portugal)、意大利(Italy)、愛爾蘭(Ireland)、希臘(Greece)及西班牙(Spain),即合併每國首個字母為「PIIGS」,但原來幾年前,其代號更令人忍俊不禁,就是「PIGSTY」,或可解作豬場,而當時沒有愛爾蘭的份兒,但加入兩個國家,就是土耳其(Turkey)和南斯拉夫(Yugoslavia),睇《華爾街日報》話,原來幾年前英倫銀行的經濟師就以此作簡稱,會否引起有關國家向國際法庭提出歧視投訴呢?

談到官司,自陳振聰千億爭產案敗訴後,又被查又被問話,真是忙碌,但華懋和龔如心遺產負責人那邊更忙。由已故小甜甜持有34.6%股權的安寧控股(128)斥1億元認購天悅資產管理的可換股債券(Convertible Bond,CB),於5年後有權兌換為天悅股份,佔擴大股本約9%,最重要的是,該批CB年息竟索12厘之高,即一年利息收入便達1,200萬元,已相等於去年上半年盈利1,903萬元的63%之高!

此外,由龔如心遺產全資擁有的公司亦有參與認購CB,可惜無講買多少。安寧日後將CB兌換為股份後,將持有河北省石家莊一個商業項目,實行進可攻、退可守,難怪股價昨日飛升27.66%至0.6元,成交股數更大增至逾1億股,無論股價和成交股數齊創一年新高。

隨後華懋集團又夥拍百仕通(Blackstone)等齊向中聯能源(346)大股東許智明買入共約2.94%股權,但無披露作價,以上周五收市價0.86元計,即涉約1.54億元,間接參與該股發展馬達加斯加的石油及天然氣業務,而早前中華煤氣(003)已直接投資馬國的項目。未知是否因交易只涉舊股,並非發行新股,公司未有流入「生水」,股價復牌後反跌4.65%至0.82元,成交股數逾2,405萬股,未見突出。

華懋、龔如心遺產和旗下公司頻出手,相信與訴訟暫告一段落有關,可能新一輪投資已啟動,龔如心持有兩成股權的博富臨(225)又會否有新動向呢?

(2月9日刊於《am730》)

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