Wednesday, February 06, 2013

中石化先(才豆)利是

農曆新年將至,藍籌股中國石化(386)率先收封「大利是」,配售新股集資高達240億元,還要趕在周一晚10時54分公布,即通告擺上「披露易」截止前6分鐘,認真神奇,還可趕及昨早開市,不用停牌。

該股配售多達逾28.45億股新H股,每股配售價8.45元,較該股周一收市價9.34元折讓達9.5%,股價昨難免受壓,一口氣被推低最多7.1%,收市仍挫6.4%,至8.74元,幸好未跌穿配股價,但拖低恒指回落32點,為大市向下「貢獻」良多。

1月剛過,大家頻向市場抽水,除了大市好,兼水多外,相信大家也要部署後市萬一逆轉的影響,先補充彈藥再算,反映其他大藍籌加入搶錢不足為奇,況且如中石化傳統於3月底公布全年業績,按規定,在業績公布前1個月需完成集資計劃,故趁早抽水實屬正常。

不過,中石化配售價較周一收市價折讓約9.5%計,對公司股東來說,似乎未算太理想。且看今次作為配售代理的高盛,早前減持工商銀行(1398)股份時,每股作價折讓只約3%,或許行業不同,自然有分別。

不過,規模細很多,即使如恒大地產(3333)上月中伸手拿43億元,每股配股價亦只有折讓約6.5%而已。至於中華煤氣(003)旗下隻港華燃氣(1083)於1月中集資逾9億元時,配股價亦折讓約4.1%。

當然,又可解釋為新股數目多,要投資者肯參與,就要給點著數,但莫非今日藍籌股不值錢?

你我都要錢,投行賓架最開心,且看今年以來,不計日本在內的亞洲區ECM(股本融資市場)單是上周已完成30宗交易,涉65億美元(約507億港元),金額比前一周大漲1倍!

望望Dealogic,高盛於1月底處理8單交易,在數量上雖敗給瑞銀,但銀碼達27.1億美元(約211.6億港元),拋離第二位的瑞信38%,市場佔有率14.2%,相信成功幫中石化配股後,有機會繼續坐穩龍頭地位。

在DCM(債務融資市場)同樣熱鬧,1月企業已借了243億美元(約1,895億港元),可惜高盛不敵有巨額存款的銀行,只能僅僅排第十位,由滙豐和渣打瓜分頭兩位了。

今年大家趕跑數,故先送上3封大利是,其中「日日爆數」實在適合投行賓架,而出品人是德盛安聯,而恒生銀行(011)適逢80周年,也新穎地說句「理財如意」,果然有推廣之效。不過,望著那個樓盤利是封,可能難以用作派利是,以免被追問是否置業。

蛇年將至,禤中怡先恭祝大家身體健康,有平安,又有喜樂。

(2月6日刊於《am730》)

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