Thursday, August 14, 2008

中油股東心驚慌

今日同大家分享一個故事。早幾個月前,孫柏文同幾個同事喺度諗,不如過咗立法會選舉之後嘅9月中,放假遠行。一班人去,當然個個有唔同嘅要求。

首先,有港女同事R話要去一個「撞唔到香港人」嘅地方,跟住就有後生仔M話要去個「平到可以做大爺」嘅地方,我就想去個好多唔同嘢食、好多特別酒飲,不過香港冇得試嘅地方。最後我哋幾個都想去啲人好nice嘅地方。

撐分離分子開戰

兜兜轉轉,最後我就建議一個未聽過香港人去、搭的士平過香港搭巴士、被稱為紅酒發源地、喺國際自由市場組織會議上,喺嗰度嚟啲人好nice嘅格魯吉亞(Georgia)。

我一講,啲同事都幾興奮,咁我就開始睇吓可以點去。原來最平最快嘅方法,就係搭Aeroflot,經莫斯科去。

到上個禮拜五晚,啱啱睇完奧運開幕儀式,開始睇新聞報道時,先至知格魯政府,揮軍進入想搞脫離嘅南奧塞梯(South Ossetia)。同時又見到俄羅斯派軍,挺分離分子,又話俄羅斯同格魯會中止空中交通服務。

喺新聞報道差唔多播完時,後生仔M嘅電話短訊已經殺到。佢問:「咁係咪我哋去唔到?」我答:「去到。不過我諗要改搭其他航空公司。」

到噚日,後生仔M同我喺《蘋果日報》嘅newsroom睇格魯吉亞戰事最新片段時,佢話:「如果喺9月發生,我哋成班人可能已經變成戰地記者。」我話:「乜嘢可能!直情已經做緊啦。你就去前線南奧塞梯,我就留喺首都訪問吓啲開唐餐館嘅當地華人,睇吓佢哋煮烤鴨嘅供應鏈有冇出問題。」

中亞油田危危乎


佢望住我問:「咁都得?」我答:「咁我始終都係財經版,要搵財經angle嘛。」

不過認真啲講,今次俄打格其實對祖國好麻煩,因為就算俄羅斯嚴重侵犯格魯吉亞領土,都好似冇後果。格魯吉亞已經喺中亞裏面,同西方國家最親密,咁樣被人打都冇人幫,咁其他中亞國家咪遲早都會被俄羅斯食咗。

例如中油香港(135)最大盈利貢獻嘅油田,就喺哈薩克斯坦 Kazakhstan。格魯吉亞失守,咁呢個油田又點算?唔怪之得中油香港嘅股價越跌越有。悲劇。

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Georgian TV reporter shot by Russian sniper during live broadcast...



Could have been me and my Apple Daily colleagues...

7 comments:

  1. Pakman,

    135 是你的推介愛股. 如基本因數改變,要cut loss, 或最壤消息已出是可以吸納. 你要同你的fans講一講.

    ReplyDelete
  2. he said somethin about it in money cafe yesterday. I have 135 too. i think we should sell it

    ReplyDelete
  3. 還是一句,年底升到去7元,就請你食叉燒

    ReplyDelete
  4. 年底有6蚊, 我請食吉品+翅

    ReplyDelete
  5. 報告隊長

    戰隊就快全軍覆沒

    ReplyDelete
  6. 135 keep.

    I will be adding right here.

    If I like it at $6.

    I love it at $2.78

    Foreign assets will save the day. Now only if Russia keeps its hands off Kazakhstan.

    ReplyDelete
  7. Also, as I have said,

    Everyone who used leverage to buy silver, or at least the part of the portfolio that used leverage, was wiped out.

    No leverage, no problem. Survived.

    Gotta wait and see.

    ReplyDelete