Tuesday, December 23, 2008

財經奇聞雜談

香港奇聞真太多。亞視CEO風波,揭露國家最高機密,而王維基撤退好過,無謂爭拗,皆因有些企業是從來不用擔心虧蝕的。亞視執行主席張永霖就不得了,他撰寫的《成功路》售出1.3萬本後,最近加入同王維基交往的內容,然後再推出修訂版,又可撈多筆。張永霖今日下午5時半更會在灣仔天地圖書見讀者,曝光率肯定再攀升。

奇中有悲的,就是竟然會有人在香港的醫院門外失救死去,差點以為自己身處落後的蠻荒世界,令人哀傷,禤中怡希望他的家人能夠節哀順變,勇敢地生存下去。

其實,美國金融機構崩潰,全球經濟慘遭蹂躪後,今年最後一季的財經市場,何嘗不是奇怪不堪,甚至叫人陷於迷惘之中。

以香港為例,中信泰富(267)竟然炒槓桿式外匯合約而虧蝕以百億元計,但董事會卻話不知情,真是出奇。之後見立法會議員持有股東授權書,亦被粗暴阻撓,無法參加該集團股東特別大會,就更加是奇上加奇,莫非擔心尊貴的議員會擲鞋攻擊?究竟甚麼是企業管治,甚麼是股東利益,發揮得淋漓盡致,但最重要的是,原來公司管理層真的會怕小股東的!

之後美國聯儲局狠手大幅減息0.75厘,但與美元息口掛鈎的港元息率,卻絲毫未動,根本無銀行將最優惠利率下調,就像油公司般加快減慢,而且更不用擔心大眾話壟斷,即使金管局向銀行體系不停泵水,政府也莫奈何,總之銀行我行我素,因為買樓一定要找銀行幫手,除非你是超級富豪,一疊銀紙一筆過付清樓價,否則今時今日,大家變相要用貴息置業。

不過,即使銀行維持息口不變,但他們所賺的淨利息收入,分分鐘也不夠抵銷次按投資和經濟轉差而撇帳的影響,且看里昂、大摩加美林,合力炮製一齣以滙控(005)為主角的新戲「淡!淡!淡!」,令滙控再插近3.3%至74.05元,但要將巨人推倒,像過去令美國貝爾斯登、美林、甚至雷曼兄弟陷入萬劫不復之地,趁機大撈一筆,肯定不是易事,然而項莊舞劍,意在沛公,且看期指再跌306點至14,689點,臨近結算之際,再加上有幾天長假期,小心有後著。

另一個值得注意的是,中資股股價經過多番向上後,國企股指數亦有一定升幅,而且即月國企股指數期貨未平倉合約已經累積至逾11萬張,比期指逾7.7萬張還要多。當然,國企股指數的合約價值較低,倉底規模自然較期指倉細,但亦不容忽視國企股指數變化對有關成分股的影響。

因為,連同中國人民銀行昨日公布減息0.27厘,再加上扶助台商而大加融資額度後,在短時間內出招之快,以及其密集程度,證明其救市決心,亦肯定讓投資者興奮不已,但畢竟招數已七七八八,兼且要時間消化,若果稍後再無新招,小心淡友見國指與恒指背馳多時,出擊勝算亦會較高,實行趁今年尾市搵食。

(12月23日刊於《am730》)

10 Comments:

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