Wednesday, September 29, 2010

李大公子顯身手

市場逆轉快,以為早上轉炒窄幅上落,恒指在22,300點徘徊,原來午後才展開廝殺,將恒指推落約200點至22,091點,收市仍無法扭轉,報22,109點,回落230點。

有趣的是,現貨月期指昨日在現貨收市後,亦已跌穿22,100點,但最後15分鐘卻抽上至22,125點,仍比恒指現貨高水16點,莫非大戶營造今日期指結算前夕有反彈的假象?由於轉倉盤眾,兩個月期指成交量合共逾16.2萬張,故技術性調整也有關係。

儘管藍籌股普遍向下,在金融藍籌中,除恒生銀行(011)外,其餘全部回落,但資金已蔓延至二三線股份,如中日爭拗而突然拋出中方禁運稀土後,中國稀土(769)從2.47元起步,炒至昨日續漲9.2%至3.44元收市,成交額更達7億元,短短3個交易日踢高股價39%之多。另一方面,即使是母公司發展稀土業務,中國鋁業(2600)也能子憑母貴,股價從6.81元衝上,昨日逆市再漲4.2%至7.32元,成交額更達10.6億元,在這3日間累升7.5%,因為市場憧憬日後獲母公司注入稀土業務,炒概念是也!

另一個炒注資概念的當然是恒基發展(097),皆因恒基地產(012)主席李兆基想染指傳媒業,市場竟傳李主席日後將所購的電視廣播(511)股權注入恒發,反映投資者炒前多少步,而最後能否達到終點亦懶理,因為聰明的大戶早已在中段交火棒了。最厲害之處是,恒發周一急漲25%後,昨日只回7.7%至0.83元,春江鴨仍有肥肉食,只要偶然炒兩下,回報依然豐厚。

不過,大家落場炒這些﹁概念﹂時,便要看清楚止蝕位,兼不要重注落鑊,否則炒被綁慘,大刀削掉資金又慘。

其實,李兆基今次派長子李家傑負責收購電視廣播,算是讓大公子回歸香港,再次巨額投入商界的頭炮,因為過去他在內地發展,是次可讓他在本地長輩前顯身手。不過,聽聞今次邵爵士只賣電視廣播股權,過去邵氏兄弟所持發跡地皮則不賣,總之是消息滿天飛。

談起這位富豪第二代,禤中怡記得在數年前,曾與他有一面之緣,當時身處油麻地的中華書局,突見一輛平治房車馳至,下車的自然是李家傑,他走入書店時,身邊兩名外籍保鑣跟隨在旁,難免惹來目光注視。

他走去閱覽書籍,但並非商業類書刊,而是專注於與佛學相關的書籍,二話不說,這位李家大公子便將整整一行的佛學書籍買下來,由保鑣負責拿走,貫徹其信佛的信念。

作為珍惜生命協會創辦人,他做公益慈善的工作分分鐘比在商界還多。今次他與邵氏的方大姐交手,表面看實屬幾輩之別,但商業世界講條件,故李大公子亦不一定輸蝕的。未知日後李公子掌舵後,會否提供像慈悲大愛台的節目頻道呢?

題外話,禤中怡由下周起,只逢周三與大家見面,希望繼續捧場。

(於9月29日刊於《am730》)

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