Wednesday, October 19, 2011

大笨象助地產大孖沙抽水

近期「佔領華爾街」成為全球活動,可見網上威力。政府救了銀行,失業率卻上升,奈何債台高築,雖避免金融體系崩潰而引發更大災難,可惜再無多餘錢救平民百姓。

幸好,今日香港人人努力工作,未見餓死瞓街,已很感恩,政府也未有袖手旁觀,忽視住工廠劏房的那一群,可惜藥石亂投,即使關愛基金提供搬遷津貼,日後怎應付貴租呢!相信這亦是於工廠的劏房生活原因吧!

言歸正傳,10月又過一半,股市本月至今仍累積上升2.7%,可惜始終未見起色,皆因缺乏好消息也,昨日又跌797點,至18,076點收市,雖然單是炒上炒落已有足夠水位獲利,但風險亦不小。10月會否再爆股災?統計過去24年顯示,10月單月累計下跌的有7年,當中有3年的確發生股災,暴瀉逾兩成,但其實有17年最終仍能錄升幅,98年更曾進帳28.8%之多,按比例計,股市必跌不算突出,故歷史可參考,卻不能視為一項必然的傳統,畢竟時代、環境均已改變所致。

好像新世界系趁此市況走出來向股東伸手,拿逾百億元,多少有點突然,兼帶點負面氣氛,但考慮銀根或收緊,公司當然想持有多點現金。

新世界發展(017)以大比例的二供一方式搶逾百億元,每股供股價僅5.68元,較股價折讓約36.8%。若小股東不供股,主要股東周大福企業可藉此低價,讓股權從36.73%增至約38.23%。

至於新世界中國同樣二供一,每股供股價1.49元,較公布前收市價折讓約33%,若無其他股東參與,母公司新世界發展包銷全部供股股份,可將股權從66.05%,大幅升至76.39%。

另外,新世界發展估計,供股開支最高約2億元,新世界中國則要花3,800萬元,而這兩項巨額集資均由大笨象滙豐和渣打負責,大賺一筆服務費。有趣的是,若果新世界發展部分股東不參與,滙豐和渣打更要幫手供股,最多要各持9.16%股權。那麼又是否反映周大福不敢孭重飛,抑或兩間銀行看好而不怕坐盤?

其實,滙豐今年在資本市場認真活躍,特別是協助地產大孖沙抽水,如今年2月九龍倉(004)供股,便幫手做包銷商的財務顧問,每股供股價36.5元,昨日該股收報37.5元,未跌破供股價。九倉上周又推出一個總額30億美元(約234億港元)的中期票據發行計劃,同樣搵滙豐做安排行。

服侍該集團外,昨日還夥拍大摩,為另一地產巨頭太古(019)安排一項總額35億美元(約273億港元)的中期票據計劃,又賺多筆服務費也。

滙豐上半年已在長實(001)旗下首隻人民幣計價的匯賢產業信託(87001)招股中擔任聯席保薦人之一,以及有份幫雅居樂(3383)發行39億元可換股債券,相信滙豐今年來自這業務的收入肯定水漲船高,而來自該部門的員工應不列入被裁的名單吧!

不過,值得注意的,見到地產商紛搶錢,究竟是應付未來土地供應增加,還是擔心前景會……

(10月19日刊於《am730》)

8 Comments:

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難怪股價近期節節下降, 原來大股東要抽水, 股價跌完跟手再大折讓供股, 擺明搵小股東老襯. 超級富豪好應該發財立品, 珍惜羽毛, 這種手段應棄置於垃圾堆填區.

 
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