Wednesday, May 18, 2011

一人有一副啤牌

上月才指大市吹淡風,恒指由上月底的23,720點降至昨日收市22,901點,累積下跌819點,而國企股指數也從13,208點合共走低475點至昨日收市報12,733點。從數目看,幅度未算顯著,其實,歐債危機和內地收緊銀根屬老生常談,可惜欠缺利好消息,股市只好捱沽。

大市靜,新股熱身完畢,已開始進入高潮,大家蜂擁搶米蘭站(1150),博獲分配些微股份,發賺錢夢,但若果用孖展重槌出擊的話,恐怕分得少,股價如欠顯著升幅,帳面計入融資成本後,也要賠錢贖身。

相反,遠大中國(2789)拖拖拉拉後,又要大削招股定價,可惜依然無人要,公開發售認購比率僅36%,但對該股有信心的投資者若果繼續捧場,他們昨日反而有回報離場,皆因股價首日漲一成。細細粒上市掀起氣氛後,重型股將陸續登場,如美高梅中國、源庫資源將接力,大家仍有多元化選擇,但要小心選擇,以及控制投資額。

其實首季在日本大地震等影響下,亞太區新股集資額已跌53%,至87億美元(約678.6億港元),如在港上市的公司數目才10間,幸好踏入4月,情況已改善,單月有4隻掛牌,而本月可望最少有7隻新股登陸主板和創業板,難怪德勤更估計第二季將共有25隻新股掛牌,表現遠勝首季。

正當大家覺得賣二手名牌用品也可上市之際,內地近期亦出現引起爭議的新股,如主營產品為瓜子的洽洽食品上市,相信你在新年一邊吃瓜子時,也不想到如此細細粒的賀年食物,規模足可在股市集資吧!

此外,還有一間名為「好想你」的公司,初聽似婚姻中介機構,實質是賣棗類食品,準備以高達39.6倍的市盈率在深圳中小板,即相等於本港創業板,上市集資。

有趣的是,這類公司經營的業務著實欠缺賣點,競爭又激烈,未來前景的故事也很難講,但一樣有「錢」途。至於當中最厲害的,相信非姚記這間公司莫屬,當然與NBA籃球明星姚明無關係,但該公司通過審批,將於內地招股,而其主營業務竟是撲克,即我們常稱的「啤牌」,但沒有賭博成分,因為該公司生產撲克,一年就是7億副!

那麼上市做甚麼?原來計劃擴產,投資3.6億元人民幣,建立年產6億副撲克的新基地,即兩年後落成兼全面投產時,一年便可生產高達13億副,反映未計其他對手的產量,單是姚記已讓全中國人可以最少一人有一副撲克!故事還有下文,該集團引述中國文教體育用品協會發表的統計顯示,在買撲克的受訪者中,年均購買量超過4副,而全國人均消費量約3副,說得很動聽吧!

禤中怡的朋友聽完這個故事後也發偉論,賭場對撲克需求大,消耗又快,未來還有發展潛力。總之投行懂包裝,就有發揮空間,難怪內地傳有足浴服務的公司打算上市,還揀香港掛牌呢!

(5月18日刊於《am730》)

6 Comments:

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