2009年3月18日星期三

真正的好消息

如題....

雖然經濟要真正見底可能仲要等一兩季,但大方向還是對的。

另外,呢個時世仲有兩個幾月花紅分係咪要開香檳慶祝?今年都係要穩守突擊。

美國樓房動工勁升22% (20:55) 《明報即時新聞》

美國二月樓房動工升按年率計為58.3萬間,較一月升22%,是自1990年以來最大升幅。

過去七個月樓房動工一直下跌,市場原先預測二月的房動工升為45萬間。

二月的建屋許可證按年率計為54.7萬,升3%;市場預期只有50萬。(綜合外電)

8 則留言:

若缺齋老人 說...

小弟覺得好怪:失業率咁高點解會大升?

MF 說...

失業率是滯後指數, 於最高點時股市已行先6至9個月, 即失業率仍然高企時, 股市一早已見底. 但是否另一個牛市開始? 就唔敢講了. 上落市咁啦... 12000至20000點...

美股是時候要回一回了.

匿名 說...

Dear Sir,

I am referring to Corporate Substantial Shareholder Notice dated 6 Mar 2009 (filed by ABN AMRO,Goldman Sachs, RBSG and RFS), 10 Mar 2009 (filed by RBS)and 12 Mar 2009 (filed by JP Morgan)under HSBC's stock exchange announcements (http://www.hsbc.com/1/2/investor-relations/corporate-governance/stock-exchange-announcements)and I have the following observation:

1. All the abovementioned banks other than RBS have substantially increased their holding in HSBC shares.

2. Goldman Sachs and JP Morgan have the same amount of increase (i.e. 1,020,277,038 shares) and both tramsactions happened on 1 Mar 2009.

3. ABN AMRO, RBSG and RFS all have the same amount of increase (i.e. 629,921,259 shares) and all three transactions happened on 2 Mar 2009.
4. All transactions are done in HKD.

I would appreciate if you could help me understand the following:
1. Am I right to say these banks have in fact substantially increased their holding in HSBC shares or do so on their customers' behalf?
2. If the answer to Iten 1 is affirmative, Have Goldman Sachs and JP Morgan violated any laws by doing so while unconditionally recommended dumping HSBC share in their report recently?
3. What's the rationale behind the same amount of increase and on the same date where both dates had no trading at HK Stock Exchange?
4. Where are these large selling forces (i.e. about 32% of the issued shares) coming from? I have my doubt.

Cheers,
Your loyal reader

巴林 說...

同意,仲有英國樓市亦連續兩個月反彈 !

匿名 說...

英國樓市已見底或是迴光返照?大家還是要小心點:)

Gill 說...

我認為美國樓房動工上升22%只係因為1月的基數太低,22%這個數字有D被誇大了

會計仔 說...

同幾個月前一樣, 我覺得一個半個月既housing permit 信唔過, 我只信housing inventory turnover

Lisa 說...

財經新聞說, 因為預計美元會貶值, 所以資金流去樓市保值 !

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