Wednesday, August 08, 2007

二三線抽資潮

剛談到港股陷大跌小反彈局面,昨日便上演恒指先跟隨美股造好,開市不久便抽高240點,奈何淡友勇猛,隨即將指數拉下來,上午大市還未完結,恒指又再跌穿22,000點,再掙扎都無用,好友也投降,最後倒跌28點,收市報21,907點,而國企股指數更挫1%。


二三線股成重災區。事情很簡單,面對市況暫難好轉,當然是先將籌碼落袋為佳,專業一點說法,就是持盈保泰,賺錢後再作新部署。好似之前被股壇長毛批評得體無完膚的聯洲國際(048),原來瑞銀在停牌前減持2,320.99萬股,每股平均價為3.1元,持股量降至3.91%,起碼減少損失。另外,花旗上周減持創維數碼(751)3,082.4萬股;富達月初又減持天地數碼(500)692.4萬股,可能也是套現為上。


此外,近期壞消息頻出現,聯洲已迫至停牌,之後德發(928)又被核數師「保留意見」,加上傳出追收孖展、基金驚贖回而先增加現金比重等,均構成股價短時間內大幅下挫的原因,況且這類股份承接力比藍籌股更弱,重量級存貨一拋出街,股價怎能不直插而下。更重要的是,這類二三線股或受莊家支持,但莊家手持的「存貨」可能並非只有一隻股份,當要套現還款時,多隻股份同時成為套現目標,就會出現「火燒連環船」效應。


昨日場面便相當震撼,20隻最大跌幅股份中,股價跌得最少的也有24%之多,不計那些成交稀疏,即所謂「乾跌」的股份,多隻股份成交也不算少,特別是被負面消息影響的,股價插得更深,如永恩國際(210)生產鞋類產品,兼設門市,都算有基金緣,之前有摩根大通持有,之後降至少於5%後,有否清袋就不得而知,但另一邊廂有瑞銀加入,直至上月初仍持有約5.08%股權,但昨日股價急跌後,恐怕已嚇怕基金經理。


至於早前鑊氣甚勁,在短短3個月間,股價由1.43元炒上最高3.96元的香港建設(190)更可算連跌8個交易日,單是昨日,股價便下降5.2%,收市報2.36元,即過去8個交易日累積跌幅達36.3%!


控權股東黃剛之前將批股份抵押予東亞銀行(023)後,迅速還錢解除,又話私募基金Cerberus認購的新股已完成配售,可見落力挽回基金信心。不過,該股昨日收市價已跌穿當時每股2.8元配股價,將來會否反成上升阻力位呢?


昨日話隻三峽天元鋁業(8253)股權易手,但遲遲不向其他股東提出全面收購建議後,終於落實收購價0.1632元,股份停牌近一年終復牌,股價即場表演逆流而上,最高抽上0.85元,較停牌前股價0.148元大增4.7倍,收市仍升3.4倍至0.65元,較全面收購建議的收購價還高得多,小股東今次相信飲得杯落。

(8月8日刊於《am730》)

15 Comments:

At 4:21 AM, Anonymous Anonymous said...

I'm not publishing this in overall health and wellness as there is no opportunity for comments in that category at this time, and I want to be capable to add a comment later relating to his condition.

My homepage :: Flex Belt Reviews

 
At 7:22 AM, Anonymous Anonymous said...

Of class, this sort of product need to be really hard to use, correct?
Have you been perusing catalogs of automobile products and equipment?


Have a look at my web-site ... obd logger

 
At 9:32 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 9:32 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 9:48 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 9:57 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 2:19 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 2:22 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 2:26 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 2:28 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

 
At 10:03 AM, Blogger 艾丰 said...

jianbin1201
michael kors outlet sale
tory burch handbags
prada handbags
puma shoes
michael kors handbags wholesale
fitflop outlet
canada goose sale
michael kors online outlet
wedding dresses
michael kors handbags
uggs on sale
ugg clearance
tods shoes
bottega veneta outlet online
uggs outlet
links of london uk
replica watches
nike shoes
arizona cardinals
mont blanc
lululemon outlet store
miami dolphins
basketball shoes
cleveland cavaliers
michael kors handbags,michael kors outlet,michael kors,kors outlet,michael kors outlet online,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors
michael kors outlet online
salomon speedcross 3
abercrombie fitch
iphone cases
cheap oakley sunglasses
louis vuitton uk
nike huarache
woolrich clothing
celine outlet online

 
At 9:39 AM, Blogger chenlili said...

chenlili20160627
ray ban sunglasses
cheap nfl jerseys
louboutin femme
coach outlet online
air jordan shoes
louis vuitton outlet
ray ban sunglasses
cheap jordan shoes
pandora charms
cheap air jordans
michael kors outlet clearance
celine outlet
louis vuitton
hollister kids
ray ban sunglasses
oakley outlet
gucci outlet
toms wedges
nike uk
tiffany jewelry
oakley sunglasses
jordans for sale
coach outlet online
retro 11
louis vuitton outlet
nike outlet store
nike air max uk
ralph lauren outlet
burberry outlet
timberland outlet
louis vuitton outlet stores
fitflop sale
oakley sunglasses
adidas wings
coach outlet
coach factory outlet online
coach outlet store online
adidas superstar

 
At 3:24 PM, Blogger Fangyaya said...

ralph lauren
coach outlet
michael kors outlet
cheap ray ban sunglasses
michael kors outlet
toms shoes
true religion
tods outlet
air jordan retro
ray ban sunglasses
toms
coach factory outlet
louis vuitton
nike air max
louis vuitton outlet
ray ban outlet
ralph lauren outlet
rolex watches
timberland shoes
gucci handbags
coach outlet online
ralph lauren outlet
kobe 9
coach outlet
michael kors canada outlet
longchamp handbags
true religion outlet
louis vuitton outlet
ray bans
michael kors outlet
michael kors outlet clearance
gucci outlet
longchamp bags
michael kors outlet clearance
coach outlet store online
louis vuitton bags
coach outlet
kobe shoes 11
ray bans
cheap oakley sunglasses
20167.12chenjinyan

 
At 3:01 PM, Blogger dong dong23 said...

louis vuitton paris
christian louboutin shoes
replica watches
ugg boots outlet
canada goose clothing
adidas trainers uk
coach outlet
michael kors outlet
ralph lauren polo
oakley sunglasses
201612.23wengdongdong

 
At 11:03 AM, Blogger Green Ivy said...

cheap Oakley
oakley sunglasses outlet
ray ban outlet
cheap ray ban sungalsses
coach outlet store US
north face jackets
Michael Kors Outlet
Coach Outlet
the north face
Coach Factory Outlet Online

 

Post a Comment

<< Home