Monday, September 02, 2013

鬼斧神工

今天是開學日,大家又要忙碌起來,禤中怡祝師生開心上學,並祝願林老師一切平安。

香港平靜,外圍卻亂哄哄,金油又回升,現貨金捱完上半年跌勢後,自7月起反彈,更連升兩個月,更曾突破1,400美元,最終收報約1,395美元,又有5.2%的進帳,當然,對比4月的1,500美元以上,甚至2月的1,600美元仍有一段距離,但表現已比上月累跌的恒指為佳。

一旦被歸納為新興市場(Emerging markets) ,好像難以擺脫這個包袱,能夠脫離這個光環的恐怕只有南韓、新加坡走入已發展國家行列,相反印度等卻似始終未能晉級,面對波動市。不過,新興市場的高增長故事永遠是投資者的最大吸引之處,但懂得撤退也非常重要。

在股市方面,近期股價細細粒的炒味濃,永遠成為散戶熱捧焦點,貪其入場費低,兼像抽獎般買中便大有斬獲般。

上周又有不少鬼斧神工之作,像細價股批盪,台和商事(1037)上周三輕描淡寫配售4,300萬股,每股0.29元,相信留意的人不多,但上周四及五連續急升兩日,收報0.52元,接貨者帳面獲利79.3%!上周五成交股數625.2萬股,原來是過去12個月以來新高,皆因有些日子連一股成交也欠奉。順帶一提,配股的代理為金利豐。

摸不著頭腦的是,該集團3月底全年業績轉盈為虧,蝕了1.7億元,但股本只多了約9.8%,便立刻如此受歡迎?此外,配股後兩日,1987年加入該集團、55歲的尹楚輝竟以個人發展為由辭去執董職務,又是一個有趣的巧合。

此外,原來派股息也有經典之作,快上市兩周年的金寶寶控股(1239),中期純利升7.5%,至764.1萬元人民幣,本來平平無奇,但望望派中期股息12港仙,而每股盈利竟只有3.8分人民幣,即約4.8港仙,那麼股息豈不是比所賺還高1.5倍!

該集團不止派送所有盈利,甚至「派突」,涉資不少於2,400萬元!該股1.25元上市,集資6250萬元,估不到興建新廠計劃已取消,部分集資的資金變相另覓出處,現在變淨現金狀態,莫非索性豪派股息?不過,該股股價挾高至1.63元後,上周五終下挫16.5%,至1.36元。

所謂有喜有悲,重慶機電(2722)昨澄清自己賺2.2億元人仔,並非傳媒所指,虧蝕達11.1億元人仔,更話傳媒所寫的股票編號1053與其不符。

翻查資料,原來是張冠李戴,傳媒提及蝕錢的,其實是重慶鋼鐵(1053),可惜兩間公司都有「重慶」開首,重慶機電認真冤枉了。

 該市前市委書記薄熙來剛審訊完畢,估不到該市企業也「遭殃」。

(9月2日刊於《am730》)

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