植耀辉: 美股变数仍多宜审慎 公司改名利股价?
耀才证券研究部总监植耀辉称，美国总统大选随着拜登进行全国演说宣称胜出而稍为变得明朗化，不过接下来特朗普会有何行动，对当地政经局势又会否带来影响仍值得大家留意。事实上即使拜登胜出，但其面对的挑战亦相当严峻，单是今次大选有约一半选民投给特朗普，如何修补这撕裂关系已非易事，而且投票予拜登之选民，不少皆抱着「Anyone but Trump」心态，所以实际支持度恐怕并不高，未来施政亦肯定举步为艰。
最大挑战还是如何处理疫情及中美关系。辉瑞(PFE.US)及BioNTech(BNTX.US)公布新疫苗消息无疑一大利好，但此病毒本身已出现多个变种，是否有效仍有待观察。至於後者更须「步步为营」，若与中方过於亲密则增加早前丑闻可信性，维持现况又可能与现时市场预期有所落差。总之，在明年1月20日新总统正式就职前，情况仍然相当复杂，投资者乐观的同时，亦宜为情况转差作一定打算。
近来花了不少篇幅谈美国大选，亦该跟大家谈一些轻松话题。上市公司改名时有发生，特别是当公司控股权易手，改名某程度上是反映公司未来业务之大方向，例如湾区发展(00737.HK)前身为合和公路基建，前大股东合和在出售其控股权予深圳市投资控股公司後，易名亦是相当合理；另外，当公司业务转营，或想突显重心业务，亦会透过改名加深投资者印象，近期拟改名之晶门科技(02878.HK)便是一个例子。
该公司早前建议将中文名称改为晶门半导体，理由在於「令本公司之企业形象及身份更符合本集团之业务发展，特别是在大中华市场之发展」(通告内容)。晶门科技主要从事设计、开发及销售专有IC产品及系统解决方案，於2004年上市，上市至今业务基本上没有大变，而业绩表现则较为波动，近五个财年均录得亏损，今年上半年则由亏转盈。笔者认为集团将名称由「科技」改为「半导体」，似乎是希望令更多投资者留意到公司业务，毕竟不少与半导体相关之股份均热炒，但晶门却是「斯人独憔悴」，交投疏落之余，IC产品市场竞争其实亦相当大，所以即使改名，亦不宜有太大寄望矣!
不过有时候改名又真的对股价有正面帮助，友谊时光(06820.HK)上市时名称为FriendTimes，或者是英名名称未能吸引投资者目光，故该公司更改一个中文名称亦合理。而该公司於三月初宣布有关消息，股价当时未见太大反应；但到正式改名5月15日後，股价开始有所异动，由2.78元起步，不足两个月累升近五成!不过其後走势开始无以为继，加上业绩表现未如理想，结果现时股价又跌至只得2.23元。
由此亦证明，改名一时三刻可能会吸引到投资者目光，但即使名称创意无限又或霸气十足，只是如公司未能交出应有成绩表，股价纵升亦难以持久。
(笔者为证监会持牌人，并未持有相关股份)~
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