Monday, September 23, 2013

可悲可喜

伯老果然厲害,單是退市與否已令市場如此亢奮,環球股市全面造好,而今次聯儲局選擇不退市,為未來帶來更多不明朗因素,使他掌握掌門令,控制市場趨勢,最悲壯的,莫過於新興市場先被抽資。
今日對兩間服飾連鎖股份而言,也可算是可喜可悲。第一間是停牌超過3年的佑威國際(627)將於今日復牌,藉白武士拯救,以3月底計,由淨負債約15.7億元,改善至淨資產1.34億元。至於前大股東兼主席梁鍔手貨早已押予金利豐,而經過重組供股送紅股後,股權由逾33.7%變成2.74%的小股東了。儘管其他小股東遭遇同一命運,但若果能鬆綁,相信比變牆紙為佳。
有趣的是,該集團剛委任楊秀嫺為執董兼行政總裁,而她卻又是必美宜(379)行政總裁,還剛剛獲重選做執董,豈不是一身兼兩行政職務,果然是日理萬機,但薪津應怎樣分配呢?
第二間則是洪良國際(946),由今天起正式取消其上市地位。由2010年3月底至今,足足停牌逾3年,可惜始終無法復牌。由於大部分街外股東接納回購股份建議,未算變廢紙。
至於和記黃埔(013)出售百佳超級市場業務由熱轉冷,未知何去何從。之前傳聞競購財團名單水蛇春咁長,幾乎包羅全球零售企業,但禤中怡聽聞,有幾間集團確已展開盡職審查,評估收購帶來的好處,包括泰國卜蜂集團、永旺(984)母公司AEON、華潤創業(291)和對香港人較冷門的Woolworths。
除了計數外,當然要實地視察,超市門面不容忽略,但物流和輸送等配套亦相當重要,而卜蜂、AEON和Woolworths的代表原來經已前後腳,前往百佳的倉庫作親身了解。當然,大家都是同業,藉此深入陣地,了解運作,實屬良機,即使未能達成交易,也可作參考。
有趣的是,獨欠本地對手華創的份兒。未知是否要排隊,逐個參觀,抑或涉本地競爭問題所致。不過,確有中資有意收歸旗下,奈何出手較低,最終出局。
至於在外資對手中,卜蜂旗下CP All剛斥66億美元(約514億港元)吞下泰國超市業務Siam Makro Pcl,負債達34.7億美元(約270億港元)。Woolworths於澳洲和新西蘭經營逾3,000間分店,肯定是澳紐地頭蟲,但人生路不熟,未知會否做過江龍。
的確,或許趁息低加水浸,融資環境不俗,加上本身百佳業務收現金,即使負債重,投資賓架肯定幫手,希望分一杯羹。
單交易更可能於月內有結果,但傳言歸傳言,更重要的是,看看中資能否有奇招抵禦外敵入侵,免被佔領。

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