Wednesday, December 15, 2010

銀行擠提了

大家不要被這個標題嚇怕,並非有銀行出現問題,但「食物銀行」的儲備確實受食物價格上漲影響,若善長仁翁不施予援手,食物銀行被擠提的結果就是不能繼續解決有需要人士的食物問題。不用等政府公布,只要在街市逛逛便已感覺通脹逼人,對低收入家庭而言,肯定是百上加斤,禤中怡同聖雅各褔群會眾膳坊的一名姐姐談起,她話隨時於明年需要停止長期食物援助計劃,希望大家快點「存款」吧!當然,政府坐擁大筆儲備,還有餘力申辦亞運,何不盡快撥款援助,否則像關愛基金慢慢研究,恐怕又要積累更多民怨了。

言歸正傳,新股市場反覆,中國新材(1887)受訴訟纏繞而臨門一腳夭折上市,華能新能源(958)則以「鑒於市場環境變化以及近期市場意外地出現劇烈波動,與聯席承銷商及聯席帳簿管理人商議後,得出意見認為現時進行全球發售並非明智之舉」為由,決定終止上市,可算是「臨尾香」,若短期無法重提上市,恐怕又要多花一筆,重新審核業績才可招股了。有趣的是,華能新能源的承銷團隊中包括麥格理,而該投行卻又偏偏同時為差不多同期招股的大唐新能源(1798)承銷團的成員之一,若大唐最終能上市,麥格理的代表又怎解釋呢?

港股成交減少,主板成交額昨續降至僅575.9億元,扣除窩輪和牛熊證合共146.1億元,其他主板股份交投實際僅429.8億元,多少反映假期氣氛開始籠罩,交投意欲看似不高。

但另一邊廂卻頗熱鬧,就是已上市公司進行的「批盪」活動,單是過去一周合共已有多達14間公司向市場抽水了,當然,發新股集資,先讓自己口袋裡多一點錢的交易佔大多數,公司控股或主要股東賣舊股的規模亦不小,當中以上市才半年多的歐舒丹(973)大股東減持5,000萬股舊股較矚目,每股作價21.14元,拿了10.5億元傍身去也。無獨有偶,負責這單交易的投行為里昂、瑞銀和滙豐,正正是該股的上市保薦人,可見投行又可賺多一筆。不過,該股昨跌0.7%至21元收市,即接貨的帳面有微蝕。

另外,波司登(3998)獲基金HCP減持約2.01億股上板,每股作價3.58元,涉近7.2億元,而該批股份佔其總成交的70.5%比重,股價難免受壓,挫8%至3.45元,反映基金大戶無需急於抽高指數,卻可趁此機會為部署明年的投資策略買貨,故舊股配售仍獲支持,況且歐舒丹上市至今累升39%,而波司登今年股價更累漲1.05倍,放在投資組合內,認購基金的客戶見到,可能以為基金好眼光,一早買入呢!

題外話,黑石集團(The Blackstone Group)加強於亞洲區內的實力,安排旗下私人投資集團高級董事總經理Michael Chae來港,擔任亞洲區私人投資主管,而前財爺梁錦松保留大中華主席外,還加入其行政委員會。該集團委派在黑石打工逾14年的重臣東來,可見歐美大戶找尋更多投資機會的渴求程度。

(於12月15日刊於《am730》)

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