Wednesday, November 24, 2010

股壇移民湧來

上周話向樂觀氣氛響警號,怎知南北韓炮聲隆隆,美元抽上,區內股市自然有藉口下跌。美元因避險而回升,正好配合花旗國的「強美元」政策,況且友邦保險(1299)和通用汽車(GM)完成掛牌,投行不用再賣帳托市了。

雖然大市調整,聰明的大戶可造長造短,面對不同環境也可覓食,而港交所(388)亦決定分階段延長交易時間供大家多玩一會,相信經紀和投資界朋友的午膳時間會更忙碌,中環的食肆也要作出配合,如推出更多快餐、外賣餐,甚至回復「包伙食」年代,讓金融從業員省卻排隊買飯時間,否則邊食邊落盤。

話雖延長交易時間,對比亞洲區內競爭對手如南韓和新加坡證券交易所分別為6和6.5小時,甚至是紐約證券交易所也是6.5小時,港交所交投時間未算「太長氣」,更遑論與倫敦證券交易所的8.5小時作比較。港股開市先與內地股市接軌,日後更多與內地掛鈎的投資產品可登場,同步交投更方便。

其實,股市是否受歡迎,始終看上市公司質素和交易方便程度,奈何大勢所趨,即使東京證券交易所亦向市場諮詢是否延長交易時間,因其每日交易時間亦僅4.5小時而已。由於港交所已延長交易時間,恐怕東京證券交易所無可避免要跟加,否則進一步削弱其競爭力。

面對港股加時作賽,總覺得特區政府的政策似乎傾斜予金融業,且看連續打壓地產業,滿足市民的訴求,股市卻沒有任何動靜,防止資金氾濫,陸續幫手為金融界撥火,像特首早前在施政報告中露出馬腳,公布不准購買房地產作為投資,代表只得投資金融資產一途,已幫了一把。此外,投資移民(他們稱為資本投資者入境計劃)計劃中,將來港的投資門檻從650萬元增53.8%,至1,000萬元,反映可以有更多資金入市。

近日終與忙碌的證券界朋友消夜,禤中怡睡眼惺忪出席。朋友解釋,投資移民不能買樓,故投資移民公司近期對證券公司態度出現一百八十度改變,積極主動聯絡,希望大家多多合作。他續稱,內地客來港開證券戶口炒股票後,若順道移民,便要幫他們找投資移民公司。相反,投資移民公司有客上門,要找證券公司開戶口時,自然要安排對口單位,變成互相幫助,當然,一間證券商怎會只與一間投資移民公司掛鈎呢?

朋友話,除收投資移民的買賣股票佣金外,每年還收約1.5萬元管理費,提供呈交資產情況予入境處以證明符合要求,及其他「溫馨提示」等服務。至於客戶從輕輕拋下千萬元坐貨到底、偶然買賣,甚至「即日鮮」都有,但沽貨14日內要補充股票以維持資產要求。朋友話,其實最大份肉主要是富豪背後的財富,因他加注碼,生意自然水漲船高。

過去投資移民被指推高樓價,若現今每年有1萬名投資移民,豈不是有千億元湧入股市?或許只相等於一天港股交易額而已,但長遠會否又被指是製造股市泡沫的始作俑者呢?

(於11月24日刊於《am730》)

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