Wednesday, December 29, 2010

安利第二次變身

聖誕節過後,很快又要迎接除夕,相信不少基金經理已放假去了。只見港股昨日主板成交額才440億元而已,當中牛熊證已佔逾45億元,加上認股證的67億元成交,兩者共112億元,已佔大市25%比重了,反映靠散戶繼續捧場。

月初已提到,港股不一定出現「粉飾櫥窗」情況,恒指自本月至今累跌386點,下降1.67%,幅度未算顯著,可惜國企股指數在月內累挫3.9%,可見市場一邊唱好內地,一邊卻沽貨,究竟是推低股價,待明年才出手,抑或見到內地陸續推出緊縮措施,轉而另覓投資對象,結成佳偶?

其實,港股並非特別標青,恒指即使從去年底至今亦只累升749點而已,累增3.4%,相信令人失望,那些喜歡炒波動市的投資者除外。相對區內其他股市,台灣加權平均指數年內已累漲8.3%,面對打仗陰影籠罩的南韓綜合指數更已增20.8%之多。

若果買錯貨的話,就更使人欲哭無淚,像大家捧大笨象滙豐控股(005)場的話,去年底股價還有89.4元,可惜昨日收報79.2元,意味一年下來,股價反蒸發了11.4%,恐怕在今年剩餘的日子內,將難以收復失地,而另一重磅股中國移動(941)股價則有4.3%進帳。

此外,內地新政策陸續有來,多少會令基金退避三舍,像北京限制新車量,汽車股續受基金洗倉,東風集團(489)成交額近6億元,剛好佔十大成交最後一席,股價挫1.6%至12.86元,而比亞迪(1211)昨日更回落4%至39.9元。

但有生意做就懶理放假與否,像金山能源(663)搵高銀融資做財務顧問,幫手「批盪」,批10億股新股,每股作價0.205元,即拿了2億多元,同交易前收市價折讓僅2.3%,最重要的是,所有股份落入強者手中,就是專注投資高增長中國公司之私人股本基金Everest Private Equity Fund, L.P,還有半年禁售期。該批股份只佔擴大後股本約4.42%,低於持股5%或以上需作披露規定水平,代表日後該基金毋須向外披露股份變動,大家無得跟,認真高招!

此外,賭王的公子何猷龍所組財團接手安利控股(102)大股東73.76%股權,每股平均作價1.1681元,總代價2億元便買入隻靚殼,當然要提全面收購建議。作價更較停牌前2.43元折讓達51.9%,原來安利又隨手以1.49億元賣走部分業務予大股東,並將收回的資金派特別股息,每股不少於0.7437元。

安利控股曾於2000年科網潮獲和記黃埔(013)前大班馬世民垂青,變身做i-Onyx,又叫宏思,想投資科技業務,可惜科網爆破,安利用回購股份方式,又再歸於平淡,名稱重新改為安利至今。若何猷龍成功入主,相信安利又有一番新變化,說不定甚至第二次變身,而何猷龍亦成為第三間上市公司的主人,因安利發行股本僅約2.36億股,與當年新濠國際(200)細細粒起步相近,莫非又想翻拍舊作?

(於12月29日刊於《am730》)

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