Thursday, February 28, 2008

糖衣內餡

美國次按這個甩不掉的大問題似乎又可放在一邊,只因財爺落實分錢,減稅兼幫手交電費,大家口袋裡又好像多了一點,齊齊開心。


大市不等財爺開口已有反應,恒指開市即裂口抽上破24,000點,淡友冚倉盤恐怕更進一步推高指數,短短十分鐘,現貨月期指在24,100點略打底後,迅速衝上24,400點,直至財爺登場,大市已在高位企定等消息。


藍籌股成交額較周二大增73%至504億元,可見買貨意欲強,銀行和地產股又有機會扮演領頭羊角色,因為市場再藉多個好消息起步,除財爺派錢外,內地集資氣氛冷卻,財爺更推了地產股一把,如長實(001)新盤首都成功去貨,其他發展商趁熱鬧推盤,市場或再炒估值折讓。


至於銀行業績並非想像般差,且看渣打集團(2888)撇帳少,大戶立即飛撲炒滙控(005),因為渣打亞洲區業務靚靚,試問擁有更大市場佔有率的大笨象又怎會失色呢?未開市,滙控股價同樣裂口扯高差不多3元,有大戶擺定掃25萬股,叫價122.9元,交易額逾3,000萬元,短短十分鐘,股價已破123元,上午收市前更見124.3元高位,以為追貨未停,怎知又轉趨拉鋸局面,只能升3.2%以123.6元收市,但大手成交近1,480宗,鑊氣再現。


至於跌到殘的中資股又再發力,有消息話平安保險(2318)可能不融資,股價配合,成升幅最大藍籌股,達8%,收報60.6元。國壽(2628)亦升6%至31.5元,兩股成交額共達接近80億元,絕非小數目。不可不知,國壽近4個月仍累跌了高達40.6%,你補倉,其他基金會執輸嗎?


除刺激股市,禤中怡更要讚曾特首的高官班底創意十足,想出為中電控股(002)和港燈(006)用戶埋單找數,兩電起碼無壞帳,但市場氣氛轉變,防守性股份似不太受落,今日公布業績的中電逆市跌1.7%至62.35元,而港燈亦只升0.3%至45.5元。不過,用公帑支付予私人企業,而不扣減水費就神奇,而煤氣(003)又會否眼紅呢?


畢竟是好消息,但糖衣是真的,內餡是甚麼就要看清楚。禤中怡對長遠前景仍有隱憂。取消酒店房租稅及酒稅,卻未見開徵新稅項,意味稅基進一步收窄,依靠那幾個核心稅收支撐財政的程度更嚴重,若市場逆轉,政府才想起擴闊稅基,甚至重提開徵銷售稅,請問是不是因減得加,且影響更廣泛?倒不如像上市公司般,趁市好抽水,未雨綢繆。


至於撥180億元設研究基金,看似為大學提供多條大水喉,但有做過香港應用科技研究院的科技界朋友慨歎,政府又走舊路,有錢不代表一切,皆因用政府操作模式運用公帑,參與前景不確定的市場投資,全無靈活性可言,令人憂慮納稅人的鈔票又「滾滾長江東逝水」。


(2月28日刊於《am730》)

10 Comments:

At 4:20 PM, Blogger Jacky Wong said...

資助是給市民的,不是給兩電的⋯就如給錢市民,市民用他來交電費一樣⋯甚能夠說是資助兩電呢?是否市民沒有了這資助就不會用電呢?若果不是,資助電力公司之說就不能成立⋯當電費是市民無論如何都要給的話,資助兩電之說絕不能成立!

相反,各樣甚麼甚麼「扶助工業」、「支持XX」的才是不折不扣的資助私人企業⋯

 
At 10:00 AM, Anonymous Anonymous said...

對於過數電費,我也有質疑…未來一年多,如兩電加價,政府的補貼,是否變相幫兩電減低社會壓力?

政府準時過數,減少壞帳,現金流充足,唔知對利息收入有冇影響呢?

lm

 
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