Wednesday, December 12, 2007

滙豐取消派息?

今朝凌晨,花旗國聯儲局議息。孫柏文落筆一刻,唔知減幾多息。大家都知道,聯儲局減息,係因樓市泡沫爆破,掀起一場又一場信貸風暴,直接影響到金融系統嘅穩健。呢幾日,繼續有信貸風暴帶來嘅新聞值得一提。

前日,瑞銀UBS宣佈,佢哋又要為花旗國次按撥備百億美元。可能因為早前UBS已經做過撥備,而當時又俾人感覺已經做咗「最壞打算」,今次再撥,管理層一定知道股東對佢哋嘅信心完全崩潰,甚至對銀行穩健非常懷疑,所以今次宣佈撥備嘅同時,亦宣佈有新投資者、包括新加坡政府投資公司入股。

UBS取消派息

孫柏文睇過一段新加坡高官訪問,講到金融業定位,佢話,想見到新加坡變成東南亞嘅瑞士。即係附近啲有錢佬擺錢喺度,就算周邊七國咁亂,啲錢都會安全。即係想做A貨瑞士。不過,今次新加坡唔使再做A貨瑞士,因為買起真嘅瑞士都可以。

新加坡政府動用國民嘅血汗錢,入股UBS,我只可以話,佢哋冇吸收我哋祖國嘅教訓。

幾個月前,祖國入股黑石同巴克萊銀行,原來上咗賊船。新加坡政府第日嘅遭遇都會一樣。不過,UBS再撥備嘅公佈中,最值得大家留意嘅係,佢哋決定取消現金派息。奉勸所有同我包拗頸嘅滙豐(005)股東,你哋最鍾意話滙豐派息高,所以買。你哋要記得,派息唔係必然嘅。

最後,我想讚啲喺世界各地主流傳媒(Mainstream Media,MSM)嘅同行。因為,以前每次啲政府或金融機構出嚟「做啲嘢」時,主流傳媒都係會話:「睇吓,做嘢啦!一切問題已受控!」

主流傳媒有料到

遇上《金手指》再次話:「冇料到,繼續死。」就會有一百幾十個網友,發電郵嚟話:「明燈,睇吓啲主流傳媒專家點講先啦。你都唔識,淨係出嚟嘩眾取寵呃飯食。」不過,今次就唔同,主流傳媒「專家」居然比我早好多話,救市計劃冇料到。雖然,我唔係話主流傳媒已變成孫柏文。不過,主流傳媒真係感染咗我啲「明燈」邏輯。

有如幾年前好流行嘅花旗國rapper Eminem曾經問過,will the real 明燈 please stand up?

12 comments:

  1. 柏文兄:
    如果HSBC真係唔派息,
    到時可能會好大件事。
    全球大跌市,係真嘅大趺市。
    我就唔想見到有這一天。

    ReplyDelete
  2. I don't want to see assets mis priced leading to waste.

    So therefore if HSBC needs a fall to find its fair price, so be it.

    ReplyDelete
  3. 肥文兄,剛睇完財經台money cafe你講syriana,近排都有本書係講經濟戰既野
    (一個經濟殺手的告白),有興趣參考下

    ReplyDelete
  4. read it...

    confessions of an economic hitman

    http://www.anobii.com/books/Confessions_of_an_Economic_Hit_Man/9780452287082/00045407738b16c18e/

    ReplyDelete
  5. Hey 柏文:

    好耐冇見!

    如果真係好似你咁講,真係可以派彩!(一注獨沽嘛!)

    肥哨

    ReplyDelete
  6. 手指兄,

    請問你有冇睇過"貨幣戰爭"呢本書? 呢本書係大陸熱賣, 好多人議論紛紛, 有人話好正, 有人話好荒謬, 如果你有睇過, 可唔可以係money cafe傾下?

    http://currencywar.blog.hexun.com/

    ReplyDelete
  7. eric

    我曾經上書局問過有冇依本書賣,好似要荃灣才有,我係九龍人,十世都唔去荃灣一次,唯有等機會,或書展時才買

    ReplyDelete
  8. 柏文兄:
    任總話本港有銀行可能因次按令業績見紅。
    有無可能係匯控?
    就算今年未係,出年都可能會係?

    ReplyDelete
  9. "滙豐取消派息?"

    touch wood!

    i don't think so.

    ReplyDelete
  10. Yo all,

    I think Yam's warning are about banks that has not announced they have subprime problems. Yet...

    And I am looking for the 繁體字 version of 貨幣戰爭.

    Does anyone one of you know where I can buy one?


    Cheers man!

    ReplyDelete
  11. pakman,

    學下睇簡體書吧,平好多的

    ReplyDelete
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