Friday, June 29, 2007

半年結英皇證券跑出

港股跌唔散,果然借回歸好消息爆上,差不多全程在高位運行,儘管試探22,000點關口後回落,淡友也無運行,且見到成交又增多,相信買盤又重臨。


禤中怡曾看一位財經專家的評論,似乎所言非虛,就是當日圓匯價跌,股市就造好。再查看日圓兌美元本周已由4年半低位回升,主因美國次級按揭貸款問題可能影響經濟,引發套息活動(carry trade)平倉所致。港股好像連跌3天,恒指累積下跌294點。


不過,當美元兌日圓於紐約尾市升0.1%至122.95,其他貨幣兌日圓亦也造好之後,昨日港股就表演火箭升空,兼且懶理內地股市受負面消息而大跌所影響,真的有跡可尋,畢竟有任何風吹草動,借入日圓的炒家自不然要沽貨(股票)套現平日圓空倉,可能好像雀鳥小心翼翼地,啄吓啄吓咁「覓食」。


雖然還有一個交易日,大家就可以放長假,但禤中怡也先幫大家計數。恒生指數於上半年無驚無險已累積上升9.88%,表現不俗,國企股指數就更厲害,足16.5%的增幅,但如果買中資金融股指數的卻竟然跑輸大市,僅升7.68%。


至於新股市場亦相當熱鬧,連同今日掛牌的稻香(573),不計從創業板轉主板的山東墨龍(568),原來已有32間公司招股上市,較去年同期升23%,而在31隻已掛牌的新股中,仍然高於招股價的有17隻,「潛水」的則有14隻,若果採用「天女散花」的投資策略,隻隻都認購兼獲配股份,意味投資獲利也屬一半一半。


至於榮膺新股王嘅原來是於4月底上市的英皇證券(717),這間以0.38元招股的證券股趁QDII概念炒上,昨日收市1.28元,累積升幅達2.36倍,亞軍就是遲兩日掛牌的洛陽欒川鉬業(3993),累積上升亦有1.18倍。幸好,普遍下跌新股的損手幅度不大,當然年頭買跌幅王台一國際(1808),今日就跌了19.88%,下半年能否浮得上水面就惟有聽天由命了。


有錯就要改
港交所(388)推出「披露易」出現混亂後,香港報業公會屬下「財經資訊關注小組」(關注小組) 立即話曾要求延後實施,結果被港交所拒絕,而今次混亂正反映措施推行過於倉卒,上市公司未能掌握如何發布網上通告,結果導致投資者利益受損。報業公會促請政府跟進及協助確保上市公司資訊獲得適當披露。這個小組又話,「披露易」實行多日,多家上市公司在發放電子通告時,卻出現包括重複發布、錯登復牌時間等多項問題,令證券商、上市公司秘書及投資者等市場參與者無所適從。關注小組更話港交所應將投資者獲取資訊的權利放在首位,推行「披露易」時要有更周詳考慮,以免犧牲大眾投資者的利益。


其實,禤中怡近日已提出新服務需要適應,而負責的上市公司秘書、編製通告的同事也要掌握箇中變化,否則公司為何要花費聘用專業人士去撰寫通告呢?其實,「披露易」已擾攘多時,終有一日要推出新服務,甚麼叫做「更周詳考慮」呢?莫非報業公會希望上市公司續於報章刊登通告,直至披露易運作暢順到無與倫比,拿到幾個大獎才取消?不過,港交所也應盡快想辦法,如設立小組,如解答上市公司刊登通告時所產生的問題,而上市公司本身亦應盡快了解公司內部對「披露易」的熟悉程度,否則連這點小事也做不好,即使吹捧自己投資幾億元,投資者見到這個場面也會避之則吉。


(6月29日刊於《am730》)

10 Comments:

At 3:39 PM, Blogger Dreaminning said...

你好呀,一向都有睇你個blog,這是第一次係度留言。
我想問一下,如果我想知道一間公司的股票主要持有人可以到那兒找?
我的意思是例如我想知道有那些基金或公司(eg. JP Morgan)持有中石油(857)的股票,我可以在那裡找到有關的資料。
港交所有嗎?我在港交所怎麼也找不到。

 
At 7:43 PM, Blogger Myelmo said...

你好...想問一下本人持有1142 at0.218,想問應唔應該cut lose ?

 
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 9:30 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 9:55 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 1:52 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 1:56 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 1:59 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