Friday, January 11, 2008

翻叮紅色電訊股

中央一出手禁止指定行業加價,股市立即屍橫遍野,大家爭先恐後沽貨,中國石化(386)大挫6.4%、中國石油(857)股價單日不見了近2%,而電力股也不好過,華能國電(902)下跌4.89%,大唐發電(991)亦瀉4%。


資金忙於換馬,走入未受政府干預的行業股份,像國航(753)彈升3%外,內地房地產股亦成資金避難所,且看富力地產(2777)見27.3元收市,一日漲4.4%,中國海外(688)及碧桂園(2007)各有3.5%及2.8%的升幅,世茂房地產(813)也不失禮,曾破20元關口,收18.74元,增1.4%。最厲害的,非中資電訊股莫屬,皆因內地又傳重組,今次的版本是,高層人士排位又執過外,截至06年底有1,820萬名固網客的鐵通將併入中國移動(941),聯通(762)與網通(906)合併,更言之鑿鑿地話,相當高層次的會議已通過方案。然後又話聯通將CDMA業務併入中國電信(728),變成3間大電訊商,各有固網資產外,兼且人人有流動通訊牌照,皆大歡喜,即使發出3G通訊牌照,也成為輕鬆任務,不用爭得頭崩額裂。有傳聞就有得炒,大家亦樂於參與一份,首先是中國聯通,單是內地A股(A股公司主要持有本港上市的聯通股權)股價就在尾市抽上12.89元人民幣的歷史新高,最終收報12.83元人民幣,漲幅為7.1%。


香港上市的聯通股價於下午3時已見17.9元,升1.84元,但始終無法見18元,直至尾市半小時,突有50萬股以18.02元掃入,涉約900萬元,更推上18.3元高位,可惜獲利沽盤推低,故尾市有投資者在17.5元買800多萬元貨,鎖定收市在17.52元,升7.22%,成為最佳藍籌股,距離收市高位18.8元又近一步。傳聞與聯通合併的另一隻藍籌網通,其股價亦升3.3%至25.05元收市,迫近高位25.95元。


要數鑊氣重的,必是中國電信(728),其主席王曉初向受分析員愛戴,自然多捧場客,單是大手成交已近1,600宗,特別是臨收市7分鐘,已有兩宗交投,各按6.99元,同樣大手吸納480萬股,金額就超過3,300萬元,令股價重見7元,成交額達47.74億元,只比成交額最多的中國石化略低而已。未知會否挑戰7.22元新高呢?


北京奧運迫近,3G發牌遲遲未定,難免讓有心人趁勢炒作個別行業時,再揀中資電訊股埋手。之前已有國務院話原則通過新一代寬頻無線移動通信網實施方案,令電訊 及相關股份備受追捧,要官方事後解話與3G發牌無關。


其實,網通和中國電信已頻頻公布固網客戶流失,藉利用這個負面消息,向信息產業部施壓,希望盡快發出流動通訊牌照,以免業務惡化。兩間公司同時又控制資本支出,保留實力應付未來發展,確有一定憧憬,但小心大戶拋出市場趨飽和、投資回本難計等,掉頭造淡。


(1月11日刊於《am730》)

8 Comments:

At 9:36 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 9:36 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 9:52 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 10:00 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 11:16 AM, Blogger ninest123 Ninest said...

ninest123 11.11
iphone 5s cases, air max, insanity workout, iphone 6 plus cases, celine handbags, ghd, instyler, ralph lauren, iphone 6 cases, soccer shoes, vans, baseball bats, reebok outlet, air max, iphone 6s plus cases, asics running shoes, beats by dre, lululemon outlet, wedding dresses, babyliss pro, new balance shoes, converse, abercrombie and fitch, gucci, ipad cases, ray ban, s6 case, soccer jerseys, p90x, jimmy choo outlet, birkin bag, mont blanc, vans shoes, timberland boots, giuseppe zanotti, north face jackets, chi flat iron, oakley, iphone cases, ferragamo shoes, mcm handbags, north face outlet, mac cosmetics, herve leger, bottega veneta, nfl jerseys, abercrombie, nike roshe run, iphone 6s cases, louboutin, valentino shoes, hollister clothing store

 
At 11:17 AM, Blogger ninest123 Ninest said...

canada goose, doke gabbana, sac louis vuitton, marc jacobs, moncler outlet, sac lancel, toms shoes, ugg, louis vuitton uk, canada goose, links of london, thomas sabo, hollister, swarovski, pandora charms, canada goose jackets, pandora jewelry, converse shoes, pandora charms, moncler, barbour, rolex watches, canada goose outlet, moncler, michael kors handbags, moncler, ugg, louis vuitton, moncler, montre homme, karen millen, canada goose, pandora jewelry, sac louis vuitton, michael kors outlet, supra shoes, moncler, moncler, ugg pas cher, swarovski crystal, juicy couture outlet, moncler, canada goose, coach outlet store online, wedding dresses, ugg, canada goose, juicy couture, ugg boots, michael kors outlet online, louis vuitton, canada goose uk, barbour

 
At 11:19 AM, Blogger ninest123 Ninest said...

oakley sunglasses, louis vuitton outlet, burberry outlet, cheap uggs, louis vuitton outlet, longchamp handbags, michael kors outlet, michael kors outlet, jordan shoes, burberry outlet, ugg boots clearance, chanel handbags, louboutin outlet, michael kors outlet, polo ralph lauren outlet, christian louboutin, oakley sunglasses cheap, nike shoes, louis vuitton, air max, prada handbags, prada outlet, tiffany and co, air max, tiffany and co, ray ban sunglasses, ugg outlet, uggs, longchamp handbags, michael kors outlet online sale, ray ban sunglasses, replica watches, longchamp outlet, louis vuitton outlet stores, michael kors outlet, oakley sunglasses, cheap oakley sunglasses, uggs outlet, gucci outlet, polo ralph lauren, ray ban sunglasses, rolex watches, louis vuitton handbags, tory burch outlet, louboutin, louboutin shoes, nike free, oakley sunglasses, michael kors outlet

 
At 11:20 AM, Blogger ninest123 Ninest said...

nike air force, sac hermes, hogan outlet, michael kors, coach purses, nike trainers, nike roshe run pas cher, air max, ray ban sunglasses, air max, air jordan, coach factory outlet, vans pas cher, polo lacoste, michael kors uk, nike tn, ralph lauren, sac guess, sac burberry, polo ralph lauren, vanessa bruno, longchamp, mulberry, hollister, nike free pas cher, michael kors outlet, nike air max, nike roshe, north face, sac longchamp pas cher, hollister, air max pas cher, nike huaraches, true religion outlet, converse pas cher, ray ban pas cher, true religion jeans, timberland, nike free, new balance pas cher, oakley pas cher, coach outlet store online, longchamp, north face, true religion jeans, nike blazer, abercrombie and fitch, louboutin, michael kors pas cher, lululemon outlet online, true religion outlet
ninest123 11.11

 

Post a Comment

<< Home