Monday, April 27, 2009

林少陽逆市做老闆

人禍未止,天災又降,今次也從美洲開始擴散開去,豬流感肯定再次挑戰美國的公共醫療衛生系統,相信總統奧巴馬無得停,而本港各界也要準備應戰,特別是見到不少人隨地吐痰,或者未有掩口咳嗽,相信不感染豬流感,也傳播其他疾病,分分鐘比豬流感更恐怖。

利淡因素出現,大戶率先推低大市,恒指穿15,000點,跌2.7%,但期指轉倉盤大增,兩個月成交合約逾16.7萬張,多少有轉倉味道。藍籌股中,當然以憂慮疫情影響生意的國泰航空(293)最重傷,股價單日急挫7.9%至8.42元,經濟差,已影響航空需求,再加上人人怕感染而放棄搭飛機,就真是雪上加霜了,恐怕要翻身確有難度。

大家卻只顧炒豬流感受惠股,且看在20大升幅股份排名榜中,公司名稱中有個「藥」字的,就佔了一半,即10隻也,當中又以創業板的藥股升幅最為厲害,好似做那一種藥都會有生意般,像確思醫藥(8250)單日漲53.8%至4仙,即升1.4仙,成交額達6,629萬元,但望清楚,間公司其實做診斷測試和保健服務,去年底半年營業額才逾154萬元,如果不計可換股債券公平值收益,業務實際錄虧損,但股價依然如此勇進?即使主板公司也有奇景,龍發製藥(2898)股價見0.52元,上升14%,但成交額只有336.4萬元,確實具乾升味道。

不過,市好市壞一樣有得炒,一樣有機會,故此禤中怡聽到著名基金經理林少陽(Vincent)原來去年底同美資行和平分手,休息一段時間後,最近索性自立門戶,自己找夥伴,合作開設投資公司,實行親自掛帥,並且在中環這個金融重鎮建立據點,準備大展拳腳,搞其對沖基金。新公司名為「以立投資管理」,英文名叫「V3 Asset Management Limited」,莫非是「V」字勝利手勢?

做大機構裡的基金經理,當然資源足,人手夠多,加上找資金投資也相對容易,畢竟有大機構的名氣做後盾,但如果獨自搵食,相對要解決的問題便會較多,恐怕從投資策略等等幫客戶賺錢的工作,以至日常辦公室大小事務,也要事必恭親,起碼要負責出糧給同事吧!

其實,早兩年已聽到不少歐美對沖基金來港開業,人數不用多,租幾百方呎的寫字樓便已足夠,反正最重要是用人為主,藉不同投資策略找尋賺錢機會,可惜一場金融海嘯,調錢返老家救亡,活躍程度便相應減少。另外,據Eurekahedge統計顯示,3月淨流入對沖基金的金額足足比2月多3倍至124億美元(約9,672億港元),似乎市況好轉,但再看看贖回總額,竟亦高達280億美元(約2,184億港元),代表淨資金流出約160億美元(約1,248億港元),反映該行業依然未有起色。

當然,對沖基金最終看表現,還要看由誰領導,相信Vincent過去的戰績已可吸納想賺錢的客戶幫襯,難怪逆市出擊,禤中怡祝他生意蒸蒸日上,投資回報可觀。

(4月28日刊於《am730》)

10 Comments:

At 10:19 PM, Anonymous Aska said...

一場海嘯,金錢之王各奔前程

除林少陽之外,陸東都加入戰圈,披上對冲基金戰衣。

陳鎮洪先生則早上述兩人一步,成立自己的公司。

有人路夜趕科場,當然也有人辭官歸故里。葉維義入行會...

 
At 1:41 PM, Blogger Ben said...

Hi,

I want to know more details of Vincent's Fund. Please advise how can I contact him.

Thanks and Regards,
Ben

 
At 8:21 AM, Blogger oakleyses said...

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

 
At 8:26 AM, Blogger oakleyses said...

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

 
At 8:33 AM, Blogger oakleyses said...

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

 
At 8:50 AM, Blogger oakleyses said...

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

 
At 3:42 PM, Blogger ninest123 Ninest said...

ninest123 12.05
replica watches, tiffany and co, cheap oakley sunglasses, ray ban sunglasses, longchamp outlet online, louis vuitton, prada handbags, oakley sunglasses, cheap ugg boots, ugg outlet, michael kors handbags, prada outlet, jordan shoes, burberry outlet online, oakley sunglasses, michael kors outlet online, polo ralph lauren outlet, louis vuitton outlet, burberry outlet online, red bottom shoes, ugg boots clearance, tory burch outlet online, longchamp outlet, cheap ugg boots outlet, nike air max, gucci handbags, longchamp handbags, tiffany jewelry, michael kors outlet online sale, louis vuitton handbags, ray ban sunglasses, christian louboutin, ray ban outlet, nike air max, ugg australia, polo ralph lauren, louis vuitton outlet, replica watches, christian louboutin outlet, michael kors outlet store, christian louboutin shoes, michael kors outlet online, cheap oakley sunglasses, louis vuitton outlet online, nike outlet, oakley vault, michael kors outlet

 
At 3:44 PM, Blogger ninest123 Ninest said...

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

 
At 3:47 PM, Blogger ninest123 Ninest said...

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

 
At 3:49 PM, Blogger ninest123 Ninest said...

louis vuitton uk, uggs canada, moncler, moncler, pandora jewelry, thomas sabo uk, moncler, canada goose outlet, replica watches, moncler, converse shoes, juicy couture, ugg boots, coach outlet, hollister canada, moncler outlet, canada goose outlet, canada goose, ugg, swarovski jewelry, juicy couture outlet, canada goose, moncler, canada goose, barbour jackets, canada goose outlet, canada goose, moncler outlet, pandora uk, sac louis vuitton, montre femme, louis vuitton canada, ugg, supra shoes, wedding dress, louis vuitton pas cher, karen millen, pandora jewelry, toms outlet, sac lancel, barbour, canada goose pas cher, ugg soldes, doke gabbana outlet, louis vuitton, marc jacobs handbags, moncler, links of london uk, swarovski uk, pandora charms
ninest123 12.05

 

Post a Comment

<< Home