Tuesday, September 11, 2007

講你知 為乜托高港交所

噚日禮拜一,港交所(388)升32.1元,收190.1元,成交額74億元,差唔多1 billion US Dollar cash。禮拜五,政府增持港交所股份,孫柏文唔 知噚日繼續買上去嘅資金,係散戶定係政府。不過都係核突。

今日,我想首先恭喜曾俊華司長。佢已經成功將所有真正有效分配資金嘅人,殺晒。亦坐大嗰啲唔識有 效分配資金,不過成功估到,曾司長覺得乜嘢先至係最有效分配資金方法嘅人。對特區長遠經濟,真係可喜可賀。

呢幾日,好多人都估點解政府要增持港交所。而曾 司長已經講咗好多,講過等如冇講嘅理由。所以,大家要繼續估。

我哋《蘋果日報》財經版喺禮拜六,有拆局特稿估話:「為港滬交易所日後正式『結婚』締造平 台……許下5.88%股權的『聘禮』」即係猜測會港滬交易所合併,政府持有股份做交易。我覺得咁睇係錯。如果要出讓股份畀滬交所,根本毋須要政府今日買。

到時候要交換股權,只要滬交所出價合理、條件好,小股東一定支持。以前冇General Mandate,唔係因為反對批股,小股東只係想批股前得到他們同意。

99盈動 = 07港交所

我覺得,今次政府增持港交所,有如當年批數碼港畀盈科數碼動力。製造「特權」假象,托高股價,之後去鯨吞天下。如果國際市場短期之內,真係遇上股災,到時有「好值錢」嘅港交所股票,就可以買乜都得。99盈動就係07港交所。仲唔合乎國策?



12 comments:

  1. Pls study these 2 then further comment.

    http://sdinotice.hkex.com.hk/di/NSForm2.aspx?fn=74694&lang=EN&dia=Y

    http://sdinotice.hkex.com.hk/di/NSForm2.aspx?fn=74670&lang=EN&dia=Y

    ReplyDelete
  2. News@CHS@nline
    在港府增持前夕 摩根大通減持港交所(0388)36.584萬股好倉
    2007/09/11 18:35

    匯港通訊
    據聯交所資料顯示,港府增持港交所(0388)前一天(9月6日),摩根大通減持港交所36.584萬股好倉,好倉持股量由63,360,911股(5.93%)降至62,995,071股(5.89%)。

    同日,摩根大通亦增加港交所短倉19.4925萬股,持股量由149,633,950股(13.99%)升至149,828,875股(14.01%)。

    在摩根大通調整長短倉數量翌日,港府以每股平均價154.44元增持港交所約1571.95萬股,使其持股比重升至5.88%。

    ReplyDelete
  3. Information NOT overflow. Pls consider to have more official facts then comment:)

    ReplyDelete
  4. I don't understand...

    How does JP Morgan selling have anything to do with HK govt buying?

    Please enlighten = )

    ReplyDelete
  5. Hi, Pakman

    Take a look into the ratio of JP Morgan's HEDGING. If you know what's hedging, you got it, otherwise learn more:)

    Learn why they do the long and short together.

    Rgds

    ReplyDelete
  6. Hey man,

    I understand HOW they bought into HKEx.

    Now. Just wondering. WHY?

    ReplyDelete
  7. Think of what happen if Morgan settle a big portion of the "short position 短倉", the consequence will be "no need to buy" BUT the value will go up crazy.

    Morgan's "long position" still remain 5.89%, higher than HKSAR.

    ReplyDelete
  8. Needless to say HKSAR are stupid but they have no choice. Either way the fund manager take advantages.

    ReplyDelete
  9. Morgan's advantages are no need to declare their % due to offset of long & short position. Hope U understands :)

    ReplyDelete
  10. 究竟邊個叫煲到窩粥咁大?定阿仔自己走去加重料,明明阿爸只係叫你要夠火路用文火,阿仔就貪快用大火...終於...就燶燶地...

    ReplyDelete
  11. 摩根大通 持5.89%
    港府 持5.88%

    ???

    ReplyDelete
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