Monday, May 04, 2009

祖國洪水湧台灣

兩岸三通一向是對香港經濟發展的重大威脅,但似乎已成事實,香港人實在要找其他出路,不能依賴過去兩岸政治緊張,藉中轉地優勢而從中撈油水。

溫總之前讓內地遊客乘郵輪來港,然後可前往台灣,初聽以為又有新財路,5年來蝕了4年錢的麗星郵輪(678),股價竟然可以大升,真的以為前途無限,豈知轉眼間,兩岸達成協議,將飛機航班大增2.5倍,變相令兩地往來更容易,還有多少人願意花數天時間乘船,就為了往台灣呢?何況我們偉大的新郵輪碼頭仍是淨土一塊,落成時可能又變成豪宅項目而已,最多泊幾艘賭船吧!

除了人流,資金流的轉向也不容忽視,早前台灣準備開放金融業,讓內地資金入股當地銀行,還未有落實,另一行業卻率先獲內地資金垂青,就是巨無霸中國移動(941)入股台灣遠傳電信12%股權,作價不過41億元,濕濕碎也,但今次「走出去」的實質和象徵意義巨大,畢竟仍走在大中華地區。

聽電訊界人士講,中國移動當年買萬眾電話,同樣是細碼交易,但對萬眾電話就好處多多,首先有資源豐厚的母公司支持,採購電訊設備時,可以同母公司一齊買,令成本足足大減五成,套用在遠傳電信,相信同樣適用,藉此減省資本支出,而且遠傳是次發新股,也可獲得一筆可觀資金供調動。

雖然遠傳的貢獻佔中國移動每年盈利逾千億元人民幣的比重十分低,但最重要是中國移動可以藉此取得對方的技術和經驗,有助迎接3G大戰,因除了網絡質素外,內容也相當重要。此外,萬眾電話品牌已被中國移動所取代,不難他朝在台灣也可見到該品牌的招牌,儘管法例話外資不准持有控制性股權,如內地企業不視為外資的話,又是否另作別論。

台灣市場明顯比香港大,況且回歸近12年後,中資在港已佔據了顯著位置,下一步定必搶攻台灣,可以讓內地商人找到另一個發展空間,相信這類交易陸續有來,如果內地航空公司入股台灣的航空公司又是否可行呢?若果憧憬有入股概念,是否代表台灣股市有得炒呢?

台灣股市有幾瘋狂?主要在內地發展的中國旺旺(151),成功以存託憑證方式,登陸台灣股市,立刻受到熱烈追捧,股價連續兩日漲停板,見17.2元新台幣,即約3.96港元,鑊氣甚重,因為只成交了3,000多張存託憑證,但還有多達40萬張等成交,簡單而言就是超買得厲害,但該股只將2.1億股普通股,轉以存託憑證掛牌,貨少而買盤多,怎不挾爆。

至於中國旺旺於本港股價亦漲2.1%至3.82元,會否追落後就不得而知,但相信其他台資背景企業也會蠢蠢欲動,希望返回台灣掛牌,那麼在港掛牌的台資股又會否藉此發威,值得留意,因為資金湧入非同小可,兼且今次是祖國放水入台灣,不會一瞬即逝,況且打經濟牌,好過用導彈統一吧!

(4月30日刊於《am730》)

5 Comments:

At 8:22 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 8:45 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 3:53 PM, Blogger Unknown 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 3:55 PM, Blogger Unknown 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 4:02 PM, Blogger Unknown 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