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?



11 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%。

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  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 = )

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  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

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  6. Hey man,

    I understand HOW they bought into HKEx.

    Now. Just wondering. WHY?

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  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.

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

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

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  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...

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  11. 摩根大通 持5.89%
    港府 持5.88%

    ???

    ReplyDelete