2009年9月18日星期五

獅子吼

匯豐股價幾經終於重上90元。

一對獅子漸入佳境,中環人開出盤口,打賭五號仔十日之內、突破一百蚊,做番紅底股。

當日效忠,義不容辭決定供股嘅匯豐股民,每股賺近六十三蚊,以當日每手供166股計,依家帳面賺一萬零四千幾蚊。

匯豐下星期,會喺香港召開董事會,高層雲集,到時可以正式向班小股東謝票。

匯豐一百蚊,正係近日中環界討論嘅話題,保守嘅話,年底之前,樂觀嘅、更加索性話,十日內搞掂。

基金界話,近日資金又開始新一輪獵物行動,連企業債券都大手買入。匯豐作為大藍籌,BETA高但風險低,兼一次過可以掃高大市,絕對係首選。

技術走勢睇,匯豐破九十蚊後,裂口位補得七七八八,依家爭一個舊年九月底,大約九十一個六呢個裂口位未補啫,搞掂埋嘅話,可以講係再次進入直路。

不過壞孩子里昂就唱反調,話匯豐仲要再集資多一百億美金,原因係撥備幅蓋率低,歐美貸款組合多,如果計番重組左嘅貸款組合,撥備幅蓋率只有3成3。

如果比較匯豐,同渣打嘅資本充足比率,根據高盛預測,盈利產生嘅內部資本充足比率,足以令兩大銀行,有雙位數嘅資本比率。

里昂意見,當然係話 : 渣打無問題。匯豐嘅資本比率,有下跌壓力。但實情係咪呢回事?

大部分機構投資者就話,今次唔BUY里昂啦! 一嚟匯豐美國業務組合一直縮減,而且佢地做左大量資產負債表管理,回購大量次級債券,整個資本水平組合,質素遠較歐洲一的用債務工具堆切出嚟嘅資本水平高。

1 則留言:

匿名 說...

Two days ago, I watched "交易直播室", 有一位女观众phone in to ask why 胡孟青always scolding or even insulting the phone-in audiences especially for those female watchers. She responded that most women did not do their homework or read relevant books to enhance their investment knowledge and skills. Her argument points, of course, did not hold water. If to scold someone, it should not be based on one's background or from walk of life they are coming from. Moreover, they are just the audiences of a TV station who seek advices from someone they think can trust.
Not only her words were so mean, also her attitude were so bad too that one should feel angry about it. I feel sympathy to those audiences who were scolded by her. I think Miss Wu as the key host as least to know her position and show some minimum respect to the audiences. Mind her that these audiences are assets of Cable TV and not herself. I can understand if her stock advices are so good that help you make good money, you might tolerate a bit of what she said, otherwise why the audiences have to watch her programme. Why not tune to other stations or radios where she is not present.