Wednesday, May 08, 2013

豪華團


見到貨櫃碼頭工人與外判公司達成共識,解決工潮,認真高興,禤中怡亦曾向工人捐獻,亦見到捐款箱滿載「紅衫魚」,惟未見他們展歡顏,可見他們迫至沒氣透才走上街。

有朋友問,他們受僱時理應知道僱傭合約,兼且若果不滿意薪酬福利,可轉身離去,為何示威阻街。相信很多人也抱相同感受,甚至覺得自己的工作無論環境和待遇比他們差。不過,能夠真正走出來,將現實反映的著實不多,況且爭取權益其實亦代表他們對公司有期望,否則真的早已離去作罷,何苦在街上捱風雨?

言歸正傳,今年剛過三分一,港股交投表現不俗,首四個月日均成交額增17%,至703億元,而衍生權證日均成交額更漲20%,至96億元。

最有趣的,相信是交易所買賣基金(ETF)日均成交額大升1.6倍,至49.18億元,相信與更多人轉玩ETF和更多ETF登場有關。畢竟開發多年,數目不但破百隻,種類更是五花八門,而年初至今,能夠跑出奪冠的,並非與昨日大漲3.5%的日股掛鈎產品,竟是X易亞菲律賓(3037),經已累漲24.6%之多,而亞軍是XDB滬深醫藥(3057)的20.1%升幅。

價值日本ETF(3084)只能拿季軍,因增幅只有18.6%。由於資金追捧新興市場,部分與印尼和泰國掛鈎的ETF也錄雙位數升幅,表現不俗。

可惜,新股市場認真淡靜,首4個月只有12間新增上市公司,但比去年同期大挫52%,若果扣除由創業板轉至主板的公司,恐怕以「拍烏蠅」形容也不為過。再看看集資額便更恐怖,只有82.2億元而已,比去年同期足足大減67.6%,反映投資賓架無啖好食。

話雖業績期已過,踏入新股上市旺季,而打頭陣的中石化煉化(2386)和銀河證券(6881)更是巨無霸,但相信爭飯食情況根本未有改變,因兩隻新股的承銷隊伍簡直是「豪華團」,前者相信有多達13間投行幫手,而銀河證券的團隊更恐怖,竟然於最後階段再多加5間,合共有21間投行參加,基本上中美歐各路高手雲集,的確未出手已贏陣。

不過,聽聞銀河證券上市所收費用最高只不過為集資額的2.5%,以其籌最高106億元計,投行只分得2.65億元,平均計每間僅袋千多萬元,實際分配時,當然分大細,故規模較細的投行能夠拿回投入的人力物力已偷笑。

至於躋身入豪華團做保薦人的,自然能獲在新股排名榜中計分,日後拿其他新股上市便更具競爭優勢,故白做也可獲其他著數。

「豪華團」代表公司上市更有實力?怕且揭招股書看清楚較佳。

(5月8日刊於《am730》)

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