植耀辉: 美兰空港(00357.HK)如何炼成「10倍股」?
耀才证券研究部总监植耀辉称，笔者有一班好朋友，每次食饭见面皆要我提供一只「10倍股」，即是短期内要倍升之股份，当然这只是开玩笑而已，要短时间内有数以倍计升幅，正常情况下基本上没有可能。不过，原来有一只股由年初至今已完成此「创举」，就是主打海南概念之美兰空港(00357.HK)。其股价今年初只得5.53元，但本月却一度升至60元，累积升幅达到9.85倍!
先简单介绍其主业。其业务主要於海南省海口市经营美兰机场及若干辅助商业业务，例如货运及包装、酒店及停车场等。单看业务范畴似乎没有太大卖点，亦因过去大半年疫情关系，其中期业绩亦难免出现明显倒退，收入及股东应占溢利分别下跌25.21%及71.09%，不过以上情况仍无损其强势。
个中原因，相信是与海南之购物免税政策有关。事缘於今年6月底，财政部、海关总署及税务总局发布《关於海南离岛旅客免税购物政策的公告》，进一步放开海南离岛免税政策，自7月1日起，海南离岛免税购物额度由每年每人3万元提高至10万元，离岛免税商品种类亦由38类增至45类，包括电子消费品等7类商品，同时取消单件商品8,000元免税限额规定。根据最新资料显示，上月海南离岛免税销售金额及人均消费分别约为25亿元及5,527元，较去年同期分别急增240%及82%。作为海南当地重要机场之一，美兰空港自然直接受惠。
虽有利好条件，但股价大幅攀升似乎仍涉及其他因素。货源归边或者是其中之一。根据中央结算资料，首20大证券行已持有美兰空港H股93.62%股份，在股权集中下，股价亦较易出现较大波幅，所以即使有利好因素，但始终股价累积升幅实在太惊人，现阶段还是「食花生」会较好。
既然谈到10倍股，又怎可以不提周一於内地创业板上市之康泰医学(300869.SZ)?该公司之产品包括血氧类、心电类、超声类、监护类、血压类等类别，今年上半年业绩增速惊人，收入及净利润分别增长421.17%及1,820.05%，故备受资金追捧，网上发行中签率仅得0.02%，而上市当日股价升幅便一度接近3000%，亦即单日急升30倍！不过收市前升幅已收窄至10倍左右。无疑医药板块憧憬似无限，但如此对於这种炒作，笔者还是建议少沾手为妙矣！
(笔者为证监会持牌人，并未持有相关股份)~
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