Tuesday, March 16, 2010

如心概念股暴漲

恒指昨裂口低開173點至21,036點,短暫反覆後再插落至迫近20,950點附近,然後又咬住21,000點,最終收報21,079點,高低位才152點,成交額才逾500億元,繼續悶局。

大價股均見下跌,部分內銀股又回落逾1%,特別是要供股集資的招商銀行(3968),無論是H及A股的股價均同聲一跌,本港H股收市便瀉2.3%至19.02元,而其A股復牌後更挫2.55%至14.89元人民幣。

至於中國神華(1088)雖於去年度成為全球市值最大的煤炭股,可惜去年業績並非突出,純利只增長19%,遜預期,股價昨日立即被推落至33.2元低位,單日曾回落最多4.3%,收市仍要捱跌3.89%,至33.35元。有趣的是,無論是德銀、滙證、大摩和蘇皇均給予該股「買入」或「增持」評級,目標價更睇40元或以上,比收市價高逾20%,那麼是甚麼讓大戶對該股會如此看淡呢?

至於細價股卻出現「禾雀亂飛」的情況,無論是主板或創業板的小型股份均炒個不亦樂乎,當中又以已故華懋集團主席龔如心系的股份成為市場主角,一籃子獲龔如心持有的股份股價瘋狂被推高,堪稱「如心概念股」,讓大家追捧,特別是早前華懋集團現任主席龔仁心提到,想將華懋集團上市,難免惹人憧憬,究竟哪一隻會獲垂青,成為被注資的「殼股」,抑或只有空歡喜一場呢?

像丹楓控股(271)單日曾暴漲最多59%至1.29元,成交情況更相當熱烈,收市仍報1.25元,全日上揚54%,涉及成交額高達逾5.9億元,比港交所(388)的4.1億元交投更為厲害。

望望丹楓08年的年報,龔如心原來持有該股23.05%股權,屬該集團第二大股東,只比主席戴小明的36.26%為低,但現時持股量就難知曉,只知該間公司市值一下子增至逾15.5億元。

至於早前已被炒上,成為可能被華懋借殼上市的另一隻股份安寧控股(128),股價昨日雖只上漲3.7%至1.4元,對比丹楓的增幅相差一段距離,但原來該股股價由年初的4毫子起步,今年以來的累計增幅已經高達2.5倍,而且昨日成交額仍然驚人,達5.91億元,可見該兩隻股份的交投表現,獲得投資者熱烈捧場。

即使是較冷門的博富臨置業(225)亦因龔如心持有兩成股權,昨日也大幅暴升1.65元之多,增幅達24.63%,收市見8.35元。由於這隻股份交投一向淡靜,昨日亦只能有106.2萬股成交,涉資才835.9萬元而已,但望清楚,近日單日交投才1萬至7萬股,可見追捧程度相當恐怖。

至於龔如心名下公司同樣只扮演投資者角色的香港資源(2882)也成功沾光,成功逆市增4.9%至1.27元收市。其他概念股還有宏霸數碼(802),全日股價也增1.2%至9.25元收市,但增幅未算可觀,會否變成炒落後呢?

儘管這類股份氣勢如虹,特別是在大市牛皮環境中,自然成為炒主題的股份對象,但由於他們概念味道濃厚,故需留意交投情況,避免上車容易落車難。

(3月16日刊於《am730》)

5 Comments:

At 8:24 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...

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 8:48 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

 
At 10:27 AM, Blogger Unknown said...

shijun 6.24
oakley sunglasses outlet
fitflop
coach outlet
gucci outlet online
michael kors handbags
pandora rings
gucci handbags
louis vuitton outlet
michael kors outlet
tory burch shoes
michael kors handbags
louis vuitton
hollister outlet
abercrombie store new york
jordan 13s
coco chanel
coach bags
abercrombie & fitch
louis vuitton
tod's outlet
cheap chanel handbags
pandora rings
cheap nfl jerseys
cheap chi straighteners
ralph lauren outlet
cheap ray ban sunglasses
christian louboutin sale
christian louboutin shoes
louis vuitton uk outlet
ralph lauren home
jordan shoes
mulberry uk
ray ban sungalsses
tory burch outlet online
burberry
christian louboutin outlet
louis vuitton handbags
birkin bags
coach outlet
michael kors handbags

 
At 1:55 PM, Blogger xjd7410@gmail.com said...

20160325 junda
michael kors outlet
coach outlet online
louboutin pas cher
air jordan uk
lululemon sale
toms wedges
fitflops
coach outlet
coach outlet
reebok uk
sac longchamp
michael kors handbags
adidas trainers
coach outlet
michael kors uk
hollister clothing
mont blanc pens
christian louboutin
oakley sunglasses
designer handbags
ray ban sunglasses
burberry outlet
prada bags
stephen curry shoes
hollister sale
longchamp
coach factory outlet
ralph lauren outlet
fitflops
levis 501
michael kors outlet
converse all star
toms outlet
true religion
coach outlet
nike huarache trainers
michael kors
burberry outlet online
bottega veneta outlet
michael kors outlet

 

Post a Comment

<< Home