Tuesday, October 28, 2008

美林香港要交人

轉眼間還有兩天就是10月30日,本來是平平無奇的日子,對財金界而言,最多可能只是期指結算的日子罷了。

不過,去年當日,拜港股直通車消息公布刺激,恒指到達31,638點的歷史收市高位,當時人人擔心,究竟會否太遲入市呢?可惜,市場變化之迅速,實在是人所不能控制的,今日人人問「跌完未?」

恒指由31,638點的歷史高位,跌至20,491點,這超過一萬點的下跌,足足用了10個月多一點,而從上月10日正式確認跌破2萬點,直至昨日為止,已累跌近9,500點,但所需時間卻只需個半月便到達,可見這一場風暴的威力。

最近一個月,禤中怡朋友問,見底入貨未,還來不及回答,甚至叫他們小心,朋友卻話其實早已入貨,作為長線投資,「冇所謂啦!」。可惜在短短一個月間,股價跌勢加速,朋友在一個月前左右所買的股票已被蒸發,如4.5元買入工商行(1398),昨日只剩2.8元,當然真的變成要長線投資不可。

禤中怡聽到很多訊息是,已經覺得大市已經跌得好深,好多,不少股價已低殘,甚至有些股份股息有多高等等,出現不同利好因素,很多專家更話買股票持作長線投資等等。禤中怡並非預言家,但若果年紀輕輕,還有一段長時間方可取回強積金的話,的確具備採取進取的投資策略,因為每月供款,實在是一種「強迫金」,何不勇進待收成呢?

至於大家手上的彈藥就真的要望清楚才發射,因為實體經濟影響嚴重。首先,所謂市盈率是以去年計,抑或是未來預測計算呢?可知道平安保險(2318)、中國人壽(2628)份成績表,可見盈利增長放緩,甚至為過去的投資撇帳,未來盈利倒退,今日的市盈率還適用嗎?

東亞銀行(023)終向現實低頭,出售債務抵押證券(CDO)組合,索性完全撇帳,實在衰就衰到底,希望未來有機會反彈。不知其他銀行會否步其後塵,而其他同美國次按相關的投資,亦恐怕凶多吉少,盈利勢必受影響。

另一個因素是,之前談到的裁員潮才剛開始,禤中怡的財金界朋友告之,美林香港已展開削減人手行動,要求每個部門交出6人名單,足足就減省了90個工作職位,相信是市況逆轉外,將與美國行合併前的準備功夫相信也不能少。

除了裁員,見到里昂證券(CLSA)亦向集團三分一員工提出自願減薪計劃,而這種減省成本的方法,就早於03年曾推出類似計劃,料不到5年後再派上用場。今次涉及500名高級員工,減幅介乎15%至25%。若果每月成本日後能夠達標,參與的員工明年將取回少收的薪金,再加8%至25%的獎勵。

(10月28日刊於《am730》)

12 Comments:

At 12:01 AM, Anonymous fad said...

Kaleidar App Development HK 智能手機APP開發 HK
www.kaleidar.com

 
At 12:01 AM, Anonymous qed said...

Kaleidar App Development HK 智能手機APP開發 HK
http://www.kaleidar.com

 
At 10:31 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 10:38 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 10:45 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 10:45 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 2:14 PM, 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 2:22 PM, 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 2:30 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 2:35 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

 
At 4:00 PM, Blogger raybanoutlet001 said...

cheap jordan shoes
toms shoes
true religion outlet
new orleans saints jerseys
giants jersey
christian louboutin shoes
nike store uk
nike outlet
coach outlet online
new balance shoes
2017.6.17

 
At 4:54 PM, Blogger happy 123 said...

timberland outlet
lebron 14
burberry scarf
adidas stan smith
yeezy boost
adidas gazelle
pandora jewelry
prada sunglasses
pandora charms sale
nike polo
20170709

 

Post a Comment

<< Home