翻叮紅色電訊股
中央一出手禁止指定行業加價,股市立即屍橫遍野,大家爭先恐後沽貨,中國石化(386)大挫6.4%、中國石油(857)股價單日不見了近2%,而電力股也不好過,華能國電(902)下跌4.89%,大唐發電(991)亦瀉4%。
資金忙於換馬,走入未受政府干預的行業股份,像國航(753)彈升3%外,內地房地產股亦成資金避難所,且看富力地產(2777)見27.3元收市,一日漲4.4%,中國海外(688)及碧桂園(2007)各有3.5%及2.8%的升幅,世茂房地產(813)也不失禮,曾破20元關口,收18.74元,增1.4%。最厲害的,非中資電訊股莫屬,皆因內地又傳重組,今次的版本是,高層人士排位又執過外,截至06年底有1,820萬名固網客的鐵通將併入中國移動(941),聯通(762)與網通(906)合併,更言之鑿鑿地話,相當高層次的會議已通過方案。然後又話聯通將CDMA業務併入中國電信(728),變成3間大電訊商,各有固網資產外,兼且人人有流動通訊牌照,皆大歡喜,即使發出3G通訊牌照,也成為輕鬆任務,不用爭得頭崩額裂。有傳聞就有得炒,大家亦樂於參與一份,首先是中國聯通,單是內地A股(A股公司主要持有本港上市的聯通股權)股價就在尾市抽上12.89元人民幣的歷史新高,最終收報12.83元人民幣,漲幅為7.1%。
香港上市的聯通股價於下午3時已見17.9元,升1.84元,但始終無法見18元,直至尾市半小時,突有50萬股以18.02元掃入,涉約900萬元,更推上18.3元高位,可惜獲利沽盤推低,故尾市有投資者在17.5元買800多萬元貨,鎖定收市在17.52元,升7.22%,成為最佳藍籌股,距離收市高位18.8元又近一步。傳聞與聯通合併的另一隻藍籌網通,其股價亦升3.3%至25.05元收市,迫近高位25.95元。
要數鑊氣重的,必是中國電信(728),其主席王曉初向受分析員愛戴,自然多捧場客,單是大手成交已近1,600宗,特別是臨收市7分鐘,已有兩宗交投,各按6.99元,同樣大手吸納480萬股,金額就超過3,300萬元,令股價重見7元,成交額達47.74億元,只比成交額最多的中國石化略低而已。未知會否挑戰7.22元新高呢?
北京奧運迫近,3G發牌遲遲未定,難免讓有心人趁勢炒作個別行業時,再揀中資電訊股埋手。之前已有國務院話原則通過新一代寬頻無線移動通信網實施方案,令電訊 及相關股份備受追捧,要官方事後解話與3G發牌無關。
其實,網通和中國電信已頻頻公布固網客戶流失,藉利用這個負面消息,向信息產業部施壓,希望盡快發出流動通訊牌照,以免業務惡化。兩間公司同時又控制資本支出,保留實力應付未來發展,確有一定憧憬,但小心大戶拋出市場趨飽和、投資回本難計等,掉頭造淡。
(1月11日刊於《am730》)
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