Tuesday, June 01, 2010

利豐傳快有大動作

恒指早上挾上19,823點後,已經見高位掉頭,未能進一步挑戰20,000點,畢竟交投薄弱,上午成交額僅260億元,午後國務院推出一批改革文件,提到逐步推進房產稅改革等,震散內地股市,深滬指數回落擴大至逾2.7%,港股下午開市便跟隨插落19,629點,更曾反跌135點,但之後跌幅逐步收窄,微跌1.5點至19,765點收市。

儘管港股成交額才479億元,未算活躍,但尾市能夠推上,可見大戶想買貨承接,如歐洲略喘定,思捷(330)便升3.3%至45.9元,而本港部分內房股並非全部捱沽,華潤置地(1109)反升0.6%,世茂房地產(813)更漲1.5%。

衍生工具方面,牛熊證交投亦較上周五回落至51.5億元,但卻反而增加佔大市比重達10.84%,而窩輪成交額更升至過去6個交易日的高位達98.96億元,佔大市總成交比重20.81%之多,扣除這些衍生工具交投,實際僅逾328億元而已,反映其他股份交投之疏落。

不過,收市後消息多多,中國移動(941)董事長王建宙,任母公司新設董事長兼黨組書記;而李躍則任中國移動通信集團公司總經理,令人惴測屬高層退休安排的過渡措施,相信王建宙真的退下來,對公司影響不大,畢竟規模龐大,整體策略不會因董事長換人而有顯著改變,況且踏入3G年代,新領導或可帶來新氣象。

望望股權披露,國泰航空(293)入市用1.28億元買中國國航(753)H股1,800萬股,或許與策略性投資有關,但大摩買中國鋁業(2600)912萬股H股、入比亞迪(1211)23.7萬股H股、13.4萬股中國建材(3323)H股和東方汽車(489)43.2萬股H股、富力地產(2777)44.5萬股H股,而摩根大通掃招商銀行(3968)378.1萬股H股,雖非龐大金額,但多屬中資股,似乎另有部署。

除了這些消息外,聽到藍籌股利豐(494)亦傳快將有大動作,就是擴大其保健及美容業務,尋求完成3年計劃中,透過該業務成為主要增長動力來源,而擴大的最快速方法之一,當然是該集團最拿手的買入現有資產。

該集團早於07年中斥9.3億元買入從事保健、美容和化妝品之環球供應鏈管理服務公司CGroup,若果直至2011年的盈利表現對辦,再額外支付現金和一批股份,令總代價增至15.6億元。

該集團亦透過CGroup成為其擴展該業務的策略平台,而經過兩年時間,經歷金融海嘯後,相信屬時機壯大,而今次的獵物正好是CGroup的競爭對手,對比前者逾400名員工,是次有意買入的公司也有逾百名員工,同樣於海外設有營業辦事處,業務亦相當多元化,相信可加快發展速度。

其實,全球化妝品及個人護理產品市場已見穩定下來,據Euromonitor調查顯示,即使是08年,全球化妝品及個人護理產品銷售總值仍升5%至3,336億美元(約2.6萬億港元),而04至07年,每年也有逾4.7%增長,雖然未來數年預測增長僅0.7%至2.4%,但本身市場規模大,單是爭取市場佔有率已有一定空間,且看聲稱坐擁78億元供收購的利豐,何時會公布好消息。

(6月1日刊於《am730》)

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