Pakman, watch the share price. If it gets anywhere close to $28, we're all in deep trouble. You know what I mean, but I guess you don't want to explain it on newspaper.
If it goes down to $28, the issue is not the performance of any investment. The point is that will mean, although the rights issue is on a fully underwritten basis, HSBC cannot tap its existing shareholders for funding. There will be a confidence crisis. We still have a month to worry about this. Let's hope it will never get close to $28.
點會唔記得呀, 個一次簡直係奠定左你係社會明燈既地位架喎!!!!
ReplyDelete孫柏文萬歲!!!!
Yes. I also remember Agnes hit you with a stick after. Good times.
ReplyDelete什麼銀行都要沽沽啦..
ReplyDelete咩... 咩.. 咩...
熊市.... 四合一價...
ReplyDelete夠未
Pakman,
ReplyDeleteI also remember your call. HSBC is in a deep deep trouble, and I expect there will be another rights issue in 2010 if it's still a going concern then.
Matthew
當年政府實行强積金,令到很多打工仔被迫簽字同意“自願”轉到公積金計劃,以符合新法例的要求。銀行、大機構等可以掉走退休金的大包袱。
ReplyDelete是政府强迫打工仔同佢地的老板月月供款,現在個市跌成咁,打工仔多年血汗化為鳥有,差不多要退休的人仕都唔知如何是好。這班人如果仍是實行退休金計劃的,應該無憂。因此,政府應負上很大責任,為退休人仕提供即時退休保障。
Hi Pakman,
ReplyDeleteI've gone through the result announcement and presentation slides, and done some calculation. How can I email it to you?
Matthew
做左成世明燈,點解你條肥仔唔做埋今次?
ReplyDelete點會唔記得,不過你既預言過早了,時機不對。
ReplyDelete而且個時沽匯豐,恐怕d 熊證一早就俾人殺哂,但係除左沽輪之外,香港仲有咩方法沽匯豐呢?
所以就算個時我同意你的觀點,似乎都無方法賺到呢筆錢.....
係2007年7月講 "一注獨沽", 記得又如何... 同基督佬年年講月月講「天國近了末日快到」有乜分別? XDDD
ReplyDelete不過當時(Jul 07)你敢寫出黎, 確實係勇氣表現, 同貼不貼中無關。一讚。
老細,當日係 07 年 7 月 30 號,你話一年目標價 $112.5。
ReplyDelete今日係 09 年 3 月 5 日,你開心乜野呀?
Ms Chan,
ReplyDeleteWhen you were slaughtered by providing a $112.5 price target.
What fate await those who were more bold?
But this is honestly a drip drip drip torture for HSBC shareholders.
The 1st quarter will be bad. And if Eastern Europe hits the fan, 2nd Quarter is also dead.
You sound like Ritholtz talking about his Dow 6,800 prediction. And like him your timing is waaaay off.
ReplyDeleteBlack Swan...
ReplyDeleteAnd I also remember this:
"只要有一次Black Swan事件,足以教他吐氣揚眉"
Indeed.
Pakman, watch the share price. If it gets anywhere close to $28, we're all in deep trouble. You know what I mean, but I guess you don't want to explain it on newspaper.
ReplyDeleteMatthew
*sigh*
ReplyDeleteHSBC...
There will be a huge wealth effect.
Shuen
我都記得, 記得你講早左成兩年.
ReplyDelete匯豐落到 $28,大家既強迫金都唔會有好既 Performance。
ReplyDelete跟住又會有人叫政府暫停強迫金供款,甚至重新檢討強迫金制度,咁樣睇又唔似太壞.....
孫柏文可唔可以講下你同果個孖展金 sales 有無下場? 有無再 date 佢? 幾時有相睇?
If it goes down to $28, the issue is not the performance of any investment. The point is that will mean, although the rights issue is on a fully underwritten basis, HSBC cannot tap its existing shareholders for funding. There will be a confidence crisis. We still have a month to worry about this. Let's hope it will never get close to $28.
ReplyDeleteMatthew
你話有乜野好得過沽空咗大笨象而又可以肯定用$28買得返,不過唔係人人做得到。
ReplyDelete供股這單野,春江鴨揾到唔少啦。
俾人唱完一輪,班管理層最後咪要供股,股東利益值多少錢?就算唔收花紅又點啫,你吹咩。
唔知監管當局又會唔會查吓呢?
仍FALL單野人地玩PREMIUM,大笨象就玩DISCOUNT,咁陰謀論的妄想,你又信唔信呢?
2億美金X7.75約為HK$15億5仟萬,1股HK$28,即該筆錢大約可以供股方式換到約5仟5佰多萬股,一股當你賺HK$20,咁計法咪可賺過億港銀。
ReplyDelete當日宣佈供股時英國剛開市,該市跌成2成有多,想查都查唔到。包銷包銷......
剛剛老恒又改比重,憂無人接貨乎?
ReplyDeleteGet yourself familiar with the structure.
ReplyDeletehttp://money.cnn.com/news/newsfeeds/articles/djf500/200903040518DOWJONESDJONLINE000441_FORTUNE5.htm
Here: HSBC rights issue structure
ReplyDelete人地賺錢你驚會用唔合法的方法乎?不過驚唔够分啫,駛乜用到書仔叫人唔好供呢,依家袛要壓低股價,股東連供股權都唔會賣到個錢,重供唔供股呢?
ReplyDelete實在太陰謀論了,實屬妄想,不可當真,如有類同實屬不幸。
報紙資料,昨日(5/3)匯控拋空股數為4佰3拾多萬股,是單日還是累計沽空倉呢?
ReplyDelete去到這多年來的低位,仍然有人看淡,真够薑。
孫先生,我都記得你話過一注獨沽匯豐,以現價計,想必獲利不菲。
ReplyDeletegreat soup,
ReplyDelete下次唔該問咗先賣廣告...
Ms Chan,
ReplyDeleteAs for me and the gold sales...
You want to know don't you? hor hor hor
你講早咗一年幾, 果陣時跟你做一早比人斬咗倉
ReplyDelete