Wednesday, June 06, 2007

藍籌大股東增持何理

中港股市齊表演V型大反彈,深滬股市不理提高印花稅,先跌後升,一如所料,向下調整為散戶投資者帶來入市推動力,原來內地有基金趁跌市掃貨,有報章統計,近日基金淨買入規模達100億元人民幣。由於氣勢強勁,基金的確需藉跌市入貨,否則以較高股價買貨,試問回報率有多少呢?當然,大前題是他們抱有再大幅下跌風險不大外,更必須坐擁大筆資金,愈低愈買,皆因手頭彈藥足。


此外,監管當局又向部分基金提出警告,不要進行短期炒賣,須堅持價值投資策略。不過,市場你追我逐,投資表現日後與其他行家相比,一旦落後於人的話,怎向投資者交代呢?提升印花稅這個行政措施恐已被消化,這個「啤酒泡」(還記得社保基金理事長項懷誠評論內地股市的名句嗎?)只會愈吹愈漲,最後一個接手那杯啤酒的就最不幸了。


至於港股亦不遑多讓,恒生指數昨日出現單日V形反彈,全日反升112點至20,842點,距離上月14日所創收市新高 20,979點,只有137點的差距。國企股續成火車頭,中國石化(386)和中國海洋石油(883)已推恒指升49點。好友又可以大唱市盈率未算高,公司企業盈利好,經濟前景佳等等「啱聽」的理據去「解釋」大市連彈兩日的原因。


不過,近期看到連大型企業的主要股東也忍不住走出來買貨,就更叫人覺得撲朔迷離。曾話內地股市有泡沫的長江實業(001)主席李嘉誠最近不斷入市,莫非要印證之前話港股市盈率仍屬合理的評論?他於5月中至今,有5日入市,共掃971.6萬股長實股份,股權由39.21%增至39.63%。
不要以為那批股份數目少就算不了甚麼,因為該股昨日收市已見103.5元,升0.87%,即這批貨的市值已高達10億元!


至於另一大地產商,新鴻基地產(016)的大股東郭氏三兄弟亦勇於入市,5月至今亦有4日入市,共掃入210萬股,而該股股價昨日更升1%至90.65元。


九龍倉(004)母公司會德豐(020)就更厲害,事先張揚話要增持九倉股權至逾50%,因為按照現行會計制度,持股量超過50%,會德豐就可把九倉業績以附屬方式入帳,成績表自然「靚仔」得多,且日後再增持股權亦不受限制(股權低於50%,只能增持2%,否則需提全面收購建議),令九倉股價昨日曾高見34.3元,可惜最終仍逆市跌2%至33.55元,但股份交投已由周一的1,043.6萬股,大幅收縮至565.6萬股。


儘管大市離新高不遠,即股市相對以往,已處高位,這三個巨頭卻仍樂於紛紛入市,雖然股份數目非多,對李超人而言就根本算不上甚麼,但多少反映他對長實後市的信心,而郭氏兄弟難得增持,亦可見他們看好前景,好像不擔心後市受內地股市所造成的衝擊,還是他們看到一些大家看不到的關鍵地方?


多謝賜教
估不到禤中怡賣弄花招,搶著前面經濟版的廣告大姐大畢明姐姐的強項,談起廣告生態,特別是那個「LIPTON」杯事件,竟獲「LIPTON」致函查詢,讓禤中怡賺多篇稿費。


「LIPTON」話過去幾年,曾與很多飲食業行家商談,發現這些行家都有興趣收到瓷茶杯,故考慮不同推廣禮品後,相信這種瓷茶杯是最佳的選擇,而且與本身品牌具有關連性。他們同時亦指,最近發現質素問題,並已聯絡供應商以改善品質。


禤中怡先多謝「LIPTON」的來函,因為定必看了那篇拙作「咖啡杯與明信片」,即茶餐廳將那些印有「LIPTON」品牌的瓷茶杯因崩了而拋掉,才有感而發。其實,做市場推廣活動,特別是做品牌形象廣告,必須考慮與產品本身特性愈貼近的推廣策略為佳,否則如用飲奶茶送汽球策略,就真的有點出人意表。


不過,在實際操作中,禤中怡始終認為要考慮客戶,即飲食業行家的運作模式。究竟是那一間茶餐廳拋掉瓷杯,其實並不重要,因為面對這個問題的,可能並非禤中怡午膳的那一間。最重要的是,如何讓自己的禮品能夠延長其壽命,即推廣品牌形象的時效性,同時避免讓禮品變成負累,如杯身崩裂,入口撞著咀巴便難免予人負面感覺。


禤中怡才疏,只可講一個故事。創辦7-11便利店王國的鈴木敏文曾要求店員要留意所屬店鋪附近的天氣,若準備下雨時,就要準備擺放雨傘,天氣轉寒時,就要準備熱辣辣的食物,這就是體貼客戶之道。


(6月6日刊於《am730》)

9 Comments:

At 9:30 AM, Blogger oakleyses said...

longchamp handbags, michael kors outlet, prada outlet, burberry outlet, prada handbags, oakley sunglasses cheap, jordan shoes, tory burch outlet, nike shoes, michael kors outlet, gucci outlet, louboutin outlet, longchamp outlet, kate spade handbags, air max, nike free, coach outlet store online, ray ban sunglasses, louboutin, kate spade outlet, michael kors outlet, true religion jeans, tiffany and co, coach purses, louis vuitton, tiffany and co, oakley sunglasses, louboutin, ray ban sunglasses, louis vuitton outlet stores, burberry outlet, michael kors outlet, louis vuitton outlet, michael kors outlet, coach outlet, louis vuitton handbags, longchamp handbags, polo ralph lauren outlet, chanel handbags, michael kors outlet, christian louboutin shoes, oakley sunglasses, true religion jeans, louis vuitton outlet, coach factory outlet, air max, polo ralph lauren outlet

 
At 9:46 AM, Blogger oakleyses said...

nike air max, sac louis vuitton, true religion outlet, abercrombie and fitch, sac louis vuitton, hollister, north face, nike free pas cher, sac longchamp, ray ban pas cher, air max, ray ban sunglasses, vanessa bruno, louis vuitton uk, mulberry, lululemon, sac guess, converse pas cher, michael kors, true religion outlet, michael kors, oakley pas cher, nike roshe run, polo lacoste, ralph lauren, sac burberry, nike free, michael kors pas cher, nike roshe, air max pas cher, louis vuitton, louboutin, nike tn, hogan outlet, air force, nike trainers, air jordan, longchamp, air max, polo ralph lauren, barbour, north face, hollister, timberland, nike blazer, sac hermes, vans pas cher, new balance pas cher

 
At 9:46 AM, Blogger oakleyses said...

ugg australia, canada goose jackets, soccer shoes, ferragamo shoes, celine handbags, canada goose outlet, uggs outlet, mcm handbags, lululemon outlet, p90x, wedding dresses, canada goose, marc jacobs, asics running shoes, birkin bag, instyler, soccer jerseys, giuseppe zanotti, jimmy choo outlet, rolex watches, new balance shoes, ghd, chi flat iron, nike roshe run, north face jackets, mont blanc, mac cosmetics, babyliss pro, reebok outlet, ugg boots, ugg boots, insanity workout, hollister, vans shoes, beats by dre, ugg, bottega veneta, north face outlet, valentino shoes, ugg pas cher, nfl jerseys, herve leger, canada goose, canada goose, longchamp, canada goose uk, nike huarache, abercrombie and fitch

 
At 9:56 AM, Blogger oakleyses said...

louboutin, moncler, montre homme, hollister clothing store, lancel, moncler, moncler, karen millen, vans, louis vuitton, parajumpers, moncler, juicy couture outlet, links of london, converse, air max, swarovski, supra shoes, thomas sabo, ray ban, pandora jewelry, converse shoes, oakley, canada goose, toms shoes, gucci, juicy couture outlet, pandora charms, pandora charms, swarovski crystal, moncler, rolex watches, coach outlet store online, wedding dresses, iphone 6 cases, moncler outlet, canada goose, moncler, air max, ralph lauren, baseball bats, ugg, timberland boots, hollister, hollister, ugg

 
At 3:48 AM, Blogger 盧文彬 said...

真愛旅舍視頻聊天室
真愛旅舍視頻聊天室
真愛旅舍視頻聊天室
成熟女人社區
風情天下社區
戀母論壇
真實媽媽論壇
徐娘社區
柘城QQ交友
全球倫理片網
無碼一級片
中國性健康網
藍玫瑰求包養網
藍玫瑰包養網
都市包養網
三陪美女
三陪女大學生
學生包養網
精英包養網
求包養網
高端交友包養美女網站
心儀交友網
55包養網
紅玫瑰求包養網
九八情侶網
真實富婆包養網
富婆網
久久求包養網
重慶包養網
廣西包養網
柳州求包養
桂林包養學生
愛上求包養網
免費視訊秀
視訊會議
視訊鏡頭
免費視訊moligirl
情色視訊
色情視訊
視訊驅動程式
視訊盒
大中華視訊網
avtv99視訊
免費視訊美女
後宮視訊
視訊錄影
mfc視訊
meme視訊
免費視訊美女網站
momo520視訊美女
影音視訊聊天
韓國視訊
g4vmp4 視訊
影音視訊聊聊天室
聊天視訊
戀愛ing視訊50點
戀愛ing視訊
日本視訊
ut視訊聊天
金瓶梅免費視訊
線上視訊
情人視訊
line視訊怎麼用
視訊聊天交友

 
At 1:53 PM, Blogger ninest123 Ninest said...

ninest123 10.19
prada handbags, oakley sunglasses wholesale, oakley sunglasses, cheap oakley sunglasses, christian louboutin outlet, uggs outlet, uggs outlet, michael kors outlet, christian louboutin uk, michael kors outlet online, michael kors outlet online, ray ban sunglasses, ugg boots, replica watches, polo outlet, uggs on sale, nike free, tory burch outlet, louis vuitton, christian louboutin, burberry outlet, gucci handbags, michael kors outlet, christian louboutin shoes, burberry handbags, replica watches, tiffany and co, louis vuitton outlet, jordan shoes, longchamp outlet, louis vuitton, michael kors outlet store, michael kors outlet online, oakley sunglasses, chanel handbags, tiffany jewelry, kate spade outlet, louis vuitton outlet, ugg boots, nike air max, nike air max, longchamp outlet, longchamp outlet, prada outlet, ray ban sunglasses, nike outlet, polo ralph lauren outlet online, ray ban sunglasses

 
At 1:57 PM, Blogger ninest123 Ninest said...

timberland pas cher, north face, sac vanessa bruno, nike roshe run uk, hollister pas cher, coach outlet, ray ban pas cher, jordan pas cher, longchamp pas cher, michael kors, nike roshe, vans pas cher, lululemon canada, polo lacoste, nike air force, nike air max, nike blazer pas cher, true religion jeans, true religion outlet, nike free run, ralph lauren uk, nike free uk, mulberry uk, coach outlet, new balance, ray ban uk, nike tn, true religion outlet, guess pas cher, michael kors outlet, abercrombie and fitch uk, sac hermes, true religion outlet, oakley pas cher, nike air max uk, coach purses, air max, burberry pas cher, michael kors pas cher, louboutin pas cher, michael kors, north face uk, converse pas cher, nike air max uk, kate spade, polo ralph lauren, sac longchamp pas cher, hollister uk, hogan outlet, coach outlet store online

 
At 2:00 PM, Blogger ninest123 Ninest said...

ray ban, ralph lauren, hollister clothing, lululemon, mac cosmetics, mcm handbags, babyliss, longchamp uk, reebok outlet, converse, celine handbags, beats by dre, herve leger, timberland boots, nike trainers uk, vans, louboutin, baseball bats, insanity workout, north face outlet, iphone 6 cases, gucci, nfl jerseys, hollister, vans outlet, soccer jerseys, nike roshe run, north face outlet, instyler, abercrombie and fitch, converse outlet, mont blanc pens, chi flat iron, p90x workout, ghd hair, giuseppe zanotti outlet, oakley, jimmy choo outlet, ferragamo shoes, nike air max, nike huaraches, new balance shoes, hermes belt, wedding dresses, hollister, asics running shoes, bottega veneta, soccer shoes, nike air max, valentino shoes, oakley sunglasses, louis vuitton outlet

 
At 2:02 PM, Blogger ninest123 Ninest said...

doudoune moncler, canada goose, pandora uk, pandora charms, wedding dresses, doke gabbana, karen millen uk, michael kors handbags, lancel, michael kors outlet, moncler, louis vuitton, canada goose outlet, louis vuitton, louis vuitton, louis vuitton, moncler outlet, canada goose jackets, moncler, moncler outlet, links of london, hollister, canada goose uk, ugg uk, toms shoes, replica watches, barbour, pandora jewelry, juicy couture outlet, ugg,uggs,uggs canada, canada goose, moncler, ugg,ugg australia,ugg italia, louis vuitton, coach outlet, michael kors outlet online, juicy couture outlet, canada goose outlet, ugg pas cher, swarovski crystal, canada goose, thomas sabo, supra shoes, swarovski, barbour uk, moncler, moncler uk, canada goose outlet, ugg, pandora jewelry, marc jacobs, montre pas cher
ninest123 10.19

 

Post a Comment

<< Home