Thursday, October 11, 2007

特首俾貼士

曾特首一聲令下,大開水喉,港股怎能不配合跟進,再展升浪?恒指連漲兩日,相信好戲陸續有來。


話雖減公司利得稅,對大藍籌的帳目來說,可謂細眉細眼,但對其他企業而言,就可直接節省開支,變相提高盈利能力,或可視作日後派息又可慷慨點吧!


至於地鐵(066)股東可以更放心,投資建新鐵路,即有增長空間,而更重要的是,政府開發新發展區,變相產生更多流動人口,日後在粉嶺北或洪水橋添置物業的居民,你會乘搭甚麼交通工具出入呢?當然要幫襯日後改名的香港鐵路啦!可惜,股份復牌後先升後跌,收市報跌1.75%至25.15元。


對地產股又有好消息,古洞等不少新界西北的地皮,預料早已落入巨無霸地產發展商手上,相信長江實業(001)、新鴻基地產(016)和恒基地產(012)這些新界大地主可再大展拳腳,加上研究發展河套地區,反映土地供應源源不絕,可謂大把商機也。


春江鴨更快,齊齊追捧幫手興建新社區、新公路的建築股。中國建築(3311)一日內上揚18.8%至11.88元;有利集團(406)就漲17%見2.04元,而俊和(711)急破2元至2.02元收市,漲15.4%,保華建業(577)增4.2%至1.46元,瑞安建業(983)也有2.2%增幅。那麼惠記(610)股價昨日只增0.3%,是否算落後?


新昌營造(404)更暴升28%,見1.77元後於午後停牌,公司及後話有第三者洽購股權,最終甚至令控股權改變。


特首積極開發邊境附近地皮,確實有點當年在英國殖民地統籌下的「玫瑰園」計劃,只是今次的重點與內地靠攏為主,可見偷師功力一點也不弱。不過,邊境界限日趨收窄,港深一體化是否已浮現,日後深圳居民會否像港人般,可持身份證過關來港呢?對香港經濟會有甚麼變化?


順帶一提,上周五講及阿里巴巴將矚目登場,科網股成焦點,隻騰訊(700)多日來表現對辦,認真「QQ」,昨日更急彈14.47%至56.95元收市。禤中怡以為好勁,原來有位賓架朋友更厲害,走去追入隻騰訊輪(5625),再查看股價,昨日已經升近44.3%!收市報2.15元,可見回報之高簡直令人咋舌,確是富貴險中求。除此之外,另一間做網上業務的中華網(8006)亦獲垂青,股價一日就漲9.47%至0.52元收市,連創業板股份也不放過。


其實,美國科網龍頭股Google股價近期走勢亦不俗,周一衝破600美元關口後,最高更曾見623美元,可見市場壯旺之勢。市場喜歡這種炒賣影子股的情況,相信在阿里巴巴正式招股前,仍然會持續,但花無百日紅,這種趨勢市短暫,上車落車敬請留意。


(10月11日刊於《am730》)

10 Comments:

At 5:39 PM, Anonymous DORIS LEUNG said...

你好!
我是有線財經資訊台「香港刺針」時事直播節目的編導,在製作節目時,我們會在網上搜尋言論,令討論有關時事話題時更豐富。我們在本星期14/10 一集,討論施政報告基建工程時,採用了 閣下在BLOG的一段 "特首積極開發邊境附近地皮,確實有點像當年在英國殖民地統籌下的「玫瑰園」計劃只是今次的重點與內地靠攏為主,可見偷師功力一點也不弱。"

特此致謝~

此集「香港刺針」將於財經資訊台早上十一時半直播、下午四時半及晚上十時半重播。



有線電視
財經資訊台
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