Wednesday, May 14, 2008

淡友挾暈

好友推兩隻重磅股就足夠令淡友投降,一隻係業績被睇死,實際又不算差的滙豐控股(005),另一隻就是中國移動(941)。

昨日早上,大家仍留意四川地震消息,恒指上落不過200點,好淡角力。一頓飯回來,大戶見地震加宏調都冇有怕,大市咬住不跌,立刻掉頭砌上去,現貨月期指午市一開,就即時裂口推上近200點,之後迅速衝破25,500點,淡友當然要平倉止蝕,難怪全日期指成交逾6.8萬張,戰況認真激烈。

期指要造上,現貨多少要配合,故滙豐控股率先發難,起碼有3宗大手成交,各掃逾千萬元貨的買盤在135.1元擺陣,短短幾分鐘,再有連環兩宗各用135.3元搶入10萬股,即每單破1,350萬元,氣勢未止,有大戶肯用135.5元,斥過4,000萬元吸納30萬股,代表在10多分鐘間,股價已升0.5元,當然企在高位不墮,收市升近2%至135.5元,而大手成交數目更破千宗,可見角力之厲害程度。

另一隻幫手挾上去的,就是中國移動,大戶懶理該集團於四川的流動通訊網絡受影響情況,買賣熱鬧非常,大手交投數目比大笨象還要多,全日大手超過1,150宗,股價亦走上133元收市,增幅更達3%。該股股價原來已重回年頭附近水平,可算是幾乎收復大部分失地。

可知道這兩隻股份已佔恒指比重28%,大戶選擇舞高弄低時,自然成首選,況且滙控儘管撇極都有,幸好有其他利潤填補,壞消息變好消息,起碼不用像那些擅長玩衍生工具的歐資大行,竟然也會落入次按這個大圈套之餘,原來更相當進取地投入巨資參與,最終走上又要供股集資,向股東伸手攞錢的慘烈地步。

當然,市場又要找地震災後重建發財股份,實行你有你挾,我有我揀股,故指數不算反映真實情況。鞍鋼(347)股價竟抽上逾7%,馬鞍山鋼鐵(323)更大漲逾一成,帶動該兩隻股份的認購輪飛升,有隻高盛馬鋼認購輪(3429)單日就錄得1.22倍增幅!

至於那些有業務在四川或附近地區的上市公司,就要表態,究竟地震影響業務有多大。粗略看看,大部分公司都話自己的生產基地運作無問題,連四川成渝高速(107)都話公路位處四川省東和南部,所以業務不受影響,還有重慶鋼鐵(1053)也表明生產正常,令這兩隻本來是受拖累的股份,大有機會變成受惠股份。

最重要的是,正當其他對手股價已升上,偏偏這兩間公司的股份卻要先停牌,待解畫完成後,要於今日早上方可復牌。試想想,倘若大戶要追落後,那麼兩隻股份會否造好呢?

(5月14日刊於《am730》)

8 Comments:

At 10:30 AM, Blogger oakleyses said...

oakley sunglasses, ray ban sunglasses, coach purses, oakley sunglasses, louboutin, air max, polo ralph lauren outlet, tiffany and co, longchamp handbags, louis vuitton handbags, nike shoes, longchamp handbags, louis vuitton, louis vuitton outlet, polo ralph lauren outlet, michael kors outlet, jordan shoes, michael kors outlet, michael kors outlet, kate spade outlet, true religion jeans, prada handbags, christian louboutin shoes, chanel handbags, nike free, louis vuitton outlet, gucci outlet, air max, burberry outlet, ray ban sunglasses, coach outlet, prada outlet, oakley sunglasses cheap, burberry outlet, tory burch outlet, louis vuitton outlet stores, michael kors outlet, louboutin, kate spade handbags, louboutin outlet, true religion jeans, coach outlet store online, michael kors outlet, coach factory outlet, tiffany and co, michael kors outlet, longchamp outlet

 
At 10:36 AM, Blogger oakleyses said...

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

 
At 10:40 AM, Blogger oakleyses said...

soccer jerseys, marc jacobs, canada goose, canada goose, ghd, nfl jerseys, nike huarache, north face outlet, ugg pas cher, ferragamo shoes, ugg, asics running shoes, mac cosmetics, birkin bag, valentino shoes, vans shoes, giuseppe zanotti, instyler, longchamp, reebok outlet, hollister, bottega veneta, chi flat iron, canada goose jackets, ugg australia, mcm handbags, mont blanc, abercrombie and fitch, uggs outlet, soccer shoes, jimmy choo outlet, canada goose uk, insanity workout, beats by dre, canada goose outlet, babyliss pro, new balance shoes, nike roshe run, celine handbags, wedding dresses, canada goose, lululemon outlet, ugg boots, north face jackets, rolex watches, herve leger, ugg boots, p90x

 
At 10:44 AM, Blogger oakleyses said...

air max, lancel, moncler, moncler outlet, supra shoes, moncler, juicy couture outlet, hollister clothing store, oakley, timberland boots, juicy couture outlet, ray ban, louboutin, vans, karen millen, pandora charms, converse, canada goose, thomas sabo, links of london, hollister, coach outlet store online, toms shoes, pandora charms, iphone 6 cases, moncler, parajumpers, louis vuitton, ugg, converse shoes, canada goose, swarovski, pandora jewelry, ugg, ralph lauren, moncler, air max, swarovski crystal, montre homme, gucci, moncler, hollister, wedding dresses, moncler, baseball bats, rolex watches

 
At 11:52 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 11:56 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 12:00 PM, 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 1:29 PM, 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