Tuesday, June 29, 2010

上市公司出團忙

恒指上落波幅才175點,始終無法破21,000點,收報20,726點,同去年底比較,已累積回落1,146點,蒸發了5.2%,想在這兩天收復全部失地實不易,且看中國農業銀行(1288)登場能否營造利好氣氛。

市況牛皮,從事運動服生產業務的鷹美(2368)卻上演一場逃亡潮。該股於上午收市後派成績表,截至3月底全年度純利1.5億元,倒退8.65%,盈利連升3年後亦告終,末期息更由12仙減至7仙,大削41.6%。股價早上還徘徊在3.4元以上,怎知午後一開市,股價從3.44元,1分鐘內直插落2.88元,暴跌16.2%,成交股數更從上午才112.6萬股,在午後一個小時間驟增1,513.6萬股,場面相當凶險,收市急瀉25.9%,報2.54元,成交股份逾2,311萬股,相信管理層要快點現身解畫了。

談到講解業務,不少公關界人士近來同樣為其公司客戶安排傳媒或分析員出外考察活動,講述業務最新發展,單是在這兩個星期,大大小小的考察團,從即日來回,以至飛兩三日的活動,連兩隻手都數不盡,如早前從事鑽井技術服務的安東石油(3337),以及內房股禹洲地產(1628)已邀請分析員走一轉。

上周還有香港金屬再生能源(773)帶傳媒及分析員睇業務,隨團管理層話,銷售料倍增,更考慮返內地A股上市,股價立即有反應,最高曾見7.3元,全日升1.2%至7.2元收市。不過,香港新能源(987)話短期或引入策略性投資者,難免惹「批盪」猜測,股價昨日逆市回落3.1%至0.62元,但成交額僅46萬元。

同公關大姐談起,佢都話團隊籌備忙碌,皆因各公司的考察團出發日期相當接近,單是搶奪證券行和傳媒安排人手參加,也成為各競爭對手較勁的主要戰場,但有些公司即使反應冷淡,依然如期成行,而正在私有化駿威汽車(203)的廣汽集團本來亦計劃辦參觀團,可惜最終胎死腹中,是不夠實力爭,抑或臨門一腳放棄便不得而知了。

兩隻體育用品股361度(1361)和李寧(2331)前後腳安排考察團,後者更有分析員隨行往北京,而光匯石油(2910)之外,兩隻內房股瑞安房地產(272)同保利(香港)(119)亦有團於本周出發,如何調配人手,肯定頭痛。

同證券界朋友談起,他話找同事參加這些考察團也要費神,並分散由不同的同事負責,避免一個人走十趟,認真辛苦。佢話,近期如此密集,多少可能與部分上市公司以6月底為截數日期,故趕在業績公布的「blackout period」,即限制買賣期前夕,盡快將公司最新消息廣泛宣傳有關,因為在該段限制期內,董事固然不能買賣自己的股份,更不准披露同業績相關和敏感的資訊,故在沉默期內便無消息跟尾了。

不過,有失亦有得,若果回內地考察,晚上無需陪公司管理層應酬,早早返酒店,或許能夠趕及欣賞世界盃賽事,因為內地由中央電視台第五台直播賽事,民眾能夠免費收看,如本身沒有有線電視,分分鐘比在香港要擠在商場或酒吧內觀賞更佳,如興之所至,更可直落收看凌晨2時30分的賽事,至於會否影響翌日的工作,就閣下自理了。

(6月29日刊於《am730》)

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