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中油燃氣澄清公告及恢復買賣 @ 2013-09-11T16: Back Hot News
Keyword:中油燃氣
Concept:報道蘇士峰 , 中油燃氣否認合資公司前董事長被查
中石油(00857.HK)高層人員涉嫌嚴重違紀並辭去職務,其中包括昆侖能源(00135.HK)董事長李華林正接受調查,兩股今早復牌後遭洗倉,中石油急跌4.4%,報8.27元。昆侖能源下瀉13.5%,報10.88元,創逾一年半新低,為跌幅最大之藍籌。兩股的成交額分別達到24億及30億元,是今日成交最大股份。與中石油及昆能在有緊密合作的中油燃氣(00603.HK),股價兩連跌,今急挫一成。
說回肅貪反腐,已到上市公司層面,相信此時國企紅籌某些高管亦人心惶惶,不敢亂來,國企紅籌有排靜。中石油 及昆侖能源 在管治問題下中箭倒地,兩股昨復牌分別一度急挫6.3%及17%,最終收跌4.4%及13.5%,兩股成交為十大之冠亞。連帶一向與昆侖能源及中石油有密切合作關系的中油燃氣 急跌10%,至1.06港元收市。國企紅籌股,幾大幾細規模都好,管治及產品質素問題突然爆發的機會其實也是均等,買賣基本上預有問題是常態,風險好像避不了。投資中資股也靠運氣,持有時問題不爆還好,爆只好認運滯一時。不過,相信國企畢竟有底線,出事,公司不會一夜消失,自不然有阿爺補鑊,對本業的長期影響困擾有限。回想2007年,原中國石油化工集團公司總經理、董事長陳同海被雙規,後因犯受賄罪被判刑,之後公司還不是好地地發展。只是短線公司出事,投資者心理打折,加上外圍如此淡風,雪上加霜,股價難免捱沽。昆侖能源考驗10港元關鍵支持位忌失守,中油燃氣1港元關鍵支持位忌失守,中石油7.7港元支持忌失守。(B05)

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