Monday, September 25, 2006

上海風暴

HK stocks fall admist the news of the detain of Shanghai's number one, Mr. Chan, which reflects that the new central govt would like to address problems left behind by the previous powerful Shanghai Faction in the CCP. Of course not a good news to HK stocks, and Shanghai related stocks in particular, but I think the impact on Shui On will not be great, as 983 doesn't fall today. Yet as Mr. Chan has been responsible for land developing for many years, 813 and 258 might be under heavier pressure. For longer term, 258 is becoming more and more attractive, I will continue to accumulate if there was a free fall in the coming days, but may be we should not buy back 813 too soon. Remember the impact of the incident is very big as Mr. Chan has been a powerful man and has produced very good results in Shanghai.There has been reports that Osama bin Laden has died, will discuss it in my tomorrow's column, the health of Osama is a complicated game indeed.
以上是我給朋友會的部分內容, 簡單交待我對上海新風暴的初步看法, 這是自從陳希同事件以來最嚴重的一次, 對港股肯定會帶來影響, 與上海有關的地產股只宜低吸. 雖然當地a股今天不跌.
很高興收到嘉豪的留言, 他是我多年前舊同事, 現時是受騁於馬會的著名馬評家. 過去某次我也曾在MT提他及另一位年青馬評才子, 若傳有我所有的MT文章, 可找來翻閱.
「肥仔」你問number本來不答, 今次破例, 但要先做點功課, 明天在blog談談你隻股, 我想, 買不買中不是重要, 因為天下好股何其多, 最重要是不要買錯及拒絕cut loss. 下午若有空, 請來北角一聚, 交流一吓貼士, 我今年第一次買馬買叻蝦王, 又被劉蝦王點了一次, 不過我相信遲些一定本利歸王, 我對蝦王的信心大過對485, ha ha!
我明天的et專欄會揭破「拉登已死」的內情, 大家記得花六元捧場. 當然, et的專家同事們, 特別是余木兄的專欄, 將有大量上海內情的報道和分析, 友報無得fight, 必讀!

4 Comments:

Blogger Tim said...

承蒙兄抬舉,我通常周三下午都有空,有時間的話,電郵至 toptipshk@hotmail.com 相約如何?
某天街上一位馬迷對我說: 現在跑馬太真了,比昔日更難賭。我其實有同感,只是若果公開說出來,別人以為是替官方擦鞋。
不用心急替我解股,蓋我是小本散戶,現在是交學費階段罷了,沒關痛癢。

7:23 AM  
Blogger 謝斯柏賀維士 said...

呵呵
Peter 兄那下午茶就當是加入你 Friend Club 的見面禮
已經用 i-cable 的e-mail send 了信給你,希望日後可定期收到 Friend Club 的信息,謝謝

8:11 AM  
Blogger 謝斯柏賀維士 said...

This comment has been removed by a blog administrator.

3:44 AM  
Blogger 謝斯柏賀維士 said...

Peter 兄,send e-mail 給你有點問題
希望你可以將我的電郵地址
eric33@i-cable.com 加入 Friend Club
的聯絡錄,定期收到你的通訊。Thx

3:50 AM  

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