植耀輝: 美蘭空港(00357.HK)如何煉成「10倍股」?
耀才證券研究部總監植耀輝稱，筆者有一班好朋友，每次食飯見面皆要我提供一隻「10倍股」，即是短期內要倍升之股份，當然這只是開玩笑而已，要短時間內有數以倍計升幅，正常情況下基本上沒有可能。不過，原來有一隻股由年初至今已完成此「創舉」，就是主打海南概念之美蘭空港(00357.HK)。其股價今年初只得5.53元，但本月卻一度升至60元，累積升幅達到9.85倍!
先簡單介紹其主業。其業務主要於海南省海口市經營美蘭機場及若干輔助商業業務，例如貨運及包裝、酒店及停車場等。單看業務範疇似乎沒有太大賣點，亦因過去大半年疫情關係，其中期業績亦難免出現明顯倒退，收入及股東應佔溢利分別下跌25.21%及71.09%，不過以上情況仍無損其強勢。
箇中原因，相信是與海南之購物免稅政策有關。事緣於今年6月底，財政部、海關總署及稅務總局發佈《關於海南離島旅客免稅購物政策的公告》，進一步放開海南離島免稅政策，自7月1日起，海南離島免稅購物額度由每年每人3萬元提高至10萬元，離島免稅商品種類亦由38類增至45類，包括電子消費品等7類商品，同時取消單件商品8,000元免稅限額規定。根據最新資料顯示，上月海南離島免稅銷售金額及人均消費分別約為25億元及5,527元，較去年同期分別急增240%及82%。作為海南當地重要機場之一，美蘭空港自然直接受惠。
雖有利好條件，但股價大幅攀升似乎仍涉及其他因素。貨源歸邊或者是其中之一。根據中央結算資料，首20大證券行已持有美蘭空港H股93.62%股份，在股權集中下，股價亦較易出現較大波幅，所以即使有利好因素，但始終股價累積升幅實在太驚人，現階段還是「食花生」會較好。
既然談到10倍股，又怎可以不提周一於內地創業板上市之康泰醫學(300869.SZ)?該公司之產品包括血氧類、心電類、超聲類、監護類、血壓類等類別，今年上半年業績增速驚人，收入及淨利潤分別增長421.17%及1,820.05%，故備受資金追捧，網上發行中簽率僅得0.02%，而上市當日股價升幅便一度接近3000%，亦即單日急升30倍！不過收市前升幅已收窄至10倍左右。無疑醫藥板塊憧憬似無限，但如此對於這種炒作，筆者還是建議少沾手為妙矣！
(筆者為證監會持牌人，並未持有相關股份)~
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