Tuesday, August 17, 2010

中港地產股各走兩極

中港兩地投資者的策略果然各有特色。上周五,特區政府又為樓市出招,收緊豪宅按揭等相信大家耳熟能詳,地產藍籌股昨日便上演逆流而下記,全部均見回落,信和置業(083)遭沽低5.6%至13.28元,新世界發展(017)和新鴻基地產(016) 也瀉逾4%,令恒生地產分類指數重挫2.6%,成為恒生指數的分類指數獨跌的一員。

那邊廂,中國國務院副總理李克強於上周五同樣話,內地將繼續堅決壓抑房地產市場的投機炒作行為。但深滬股市漲逾2%,部分內房股股價如萬科A股便升0.57%,懶理李副總的講話。即使是紅籌股上海實業(363)更用51.3億元人民幣,向母公司收購於上海掛牌的內房股上實發展,一來可變相進入內地A股,還多少代表內地房地產有得做,為股東提供不俗回報才會入市吧!

其實,本港地產股捱沽似心理影響跟勢而已,從銷售看,信置和新鴻基地產已分別賣大角咀和鴨脷洲聲稱的「豪宅」項目已七七八八,利潤鎖定,有數得計,至於買家方面,內地大戶掃貨現金雄厚,減少炒風不代表削減購買意欲,恐怕即使再推新盤,可能只是做多點手續應酬應酬便可了。

從地產股股價來看,在4月22日政府推出九招十二式後,地產股也曾被看淡,但之後又再反彈,以新地為例,股價從當日的113.3元一直反覆向下,直至5月25日的99.05元後,又再掉頭向上,直至7月23日已收復政府出招的失地,更於本月初高見120元。信置同樣出現類似情況,股價在4月22日的14.38元回落至5月25日的12.32元收市後,直至6月2日收市已見14.64元,反彈所需時間比新地更短,而其股價於月初更曾最高見15.18元。

即使是新世界發展的反彈力度較慢,股價從當日的14.58元輾轉降至於6月7日的11.82元低位收市後,也開始回升,直至上周曾高見15元,終突破當日股價。湊巧的是,3隻地產股股價收復公布壓抑樓價第一波的失地後,政府便推第二波,莫非官員也望著股票機的股價資訊去制訂策略?

講起股市資訊,有間稱為獨立財經市場策劃諮詢公司「智盈策略諮詢」(Corporate Focus)昨日終於登場,為上市公司提供企業解決方案,說穿了就是寫份「企業報讀」,同上市公司做訪問,處女作就是華訊控股(833),用十問十答方式提供業務最新情況。

這種商業模式看似搶傳媒的飯碗,但與搵評級機構做信貸評級一樣,上市公司是否要付鈔做訪問呢?公正和客觀性又如何呢?

此外,華訊將篇訪問以「自願公布」的通告方式在港交所(388)披露易刊登,並非甚麼新穎的投資資訊途徑,上市公司倒不如安排投資者關係部的同事也定期做一份。聽聞「智盈策略諮詢」由數名投資者組成,雖有「盈」字,但沒有李小小超人參與投資。

(於8月17日刊於《am730》)

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