Tuesday, September 11, 2007

輪商欲哭無淚

香港真可愛,外圍怎樣不濟,只要有祖國這個大後方做back up,再加上特區政府懂得「煲起港交所」,投資就真的萬無一失。


淡友以為美股上周五大挫,港股恐難幸免,而恒指成分股確實普遍回落,但港府幫港交所(388)加對翼,股價就曉「飛天」,更帶動恒指升175點之多!還有中國移動(941)升近1%推多一把,所有跌幅可以完全消化得一乾二淨,淡友最終無啖好食。


港交所股價發癲雖屬預期之內,早上仍有朋友致電問:「大行話見200蚊,港交所買唔買得過?」,禤中怡在電話筒那邊只有苦笑,勸朋友冷靜,小心高追後股價回吐,豈知港交所股價最終見190.1元收市,累朋友賺少一筆,罪過!罪過!


除了朋友失去獲利機會外,損失最沉重的,恐怕非窩輪發行商莫屬,頭20隻升幅最大窩輪中,與港交所相關的窩輪就佔19隻之多!荷銀和德銀更各有3隻港交所相關的窩輪打入20大窩輪成交額內,可見昨日輪商血流成河。


輪商面對這件突發事件,急於補貨的尷尬情況亦可想而知,而這批迫於無奈出手的購買力,自然輕易出現你踩我踏,愈買愈高,愈高愈要補貨,惡性循環的結果,大手成交竟多達逾2,700宗,相信當中有不少是輪商補倉盤,如買1萬股已近兩球錢,每股蝕些少,年尾計數,全年的花紅會否就此凍過水呢?


今次輪商受港府高調掃貨影響,真的有冤無路訴,莫非話港府違反遊戲規則?港府可以話外匯基金一直都有買港股,只是今次自願高調披露而已!更重要的是,遊戲規則早已訂明,港府公布持股權與否,完全由他們自行決定,母須理會市場一直追求的透明度,即使日後「舞龍咁舞」,大家亦只有一個「估」字,總之投資有錢賺,市民開心便不用擔心,而且股價大升,高價買入之說也不成立,因為帳面已獲利,兼且可再一次證明入市眼光獨到。


另一群有怨氣的,可能是二三線股管理層,因為港交所股價飛升,卻好像看不到該股刊登任何「不明股價升因」的通告,無需解釋,無需披露(即使無任何商討也應公布吧!),試問那些日日被港交所大員追問得透不過氣的上市公司管理層,如何吞下這啖氣!


海外投資者望過來,究竟會如何看這次事件可能影響日後對投資港股的信心,且看未來一期的《財富》(Fortune)、《經濟學人》(The Economist)會如何評論這單deal。最希望他們在背後偷笑,香港亦不過是個新興市場而已,因為政府這隻無形手原來可以隨時干預市場,試想英國政府會阻止倫敦交易所落入外資手上嗎?


(9月11日刊於《am730》)

10 Comments:

At 4:55 PM, Blogger kit fun said...

the govt has not been able to convince the investing public why it has to increase its holding in HKEx to a disclosable level. it is not a must for the SARG to be a major shareholder of 388 in order to facilitate any possible merger with shanghai and shenzhen exchanges. as to the argument of maintaining hk's financial stability (against speculation by certain "hostile" market players), not only should it buy HKEx shares but also other blue chip shares. last friday's move is far more an intervention than a fair market play.

 
At 5:58 PM, Anonymous Anonymous said...

公屋疑問:
1. 什麼人可以入住公屋?可以入住多久?
2. 公屋應興建在什麼地點?地區?
3. 公屋單位面積應多大?應以什麼形式計算面積?實用面積、建築面積、可用面積?
4. 多少公屋單位才合乎香港情況?
5. 公屋公村須要有什麼設施?商場?停車場?有線電視?衛星電視?養寵物?
6. 制訂租金之方式?以市值之百分比、以平均收入之百分比 (會否加入免租戶、富戶之收入)、差餉、地租、管理費、維修費等應由誰負責?
7. 那個機構監察公屋戶的資料正確?公屋戶須多少時間進行申報資料?那個機構或政府部門負責監察公屋戶沒有違反租用守則?
8. 公屋富戶的定義?應否給予他們繼續享用公屋單位?租金之制定?拆遷之安排?
9. 是否須要重新考慮興建居屋?什麼地點?地區?面積多大?要多少單位?
10. 房居委員會、房居協會、房居署之架構及職能是否須要重新制訂?
11. 上述機構與市區重建局有什麼關係?

希望各位給予意見。

 
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