美股連跌三日
美國股市連跌三日, 長債也被拋售, 反映有加息可能, 但peter早就指美國經濟是滯脹, 同時今次與政治部署有關, 內情看peter明天在et專欄揭破.
香港近日竟然可以唔跌市, 都幾把炮, 看還守得幾耐, 好友以為可以挨到71慶回歸, peter就無咁樂觀.
香港近日竟然可以唔跌市, 都幾把炮, 看還守得幾耐, 好友以為可以挨到71慶回歸, peter就無咁樂觀.
posted by peter at 10:27 AM
"Get them before they're hot." Jim Rogers
posted by peter at 10:27 AM
7 Comments:
Peter
Peter金手指一出, 恆指一朝就蒸發左三百點, peter 果然厲害!
貴寶號既大作已經買了, 除左簽名外, 我想要多張親筆簽名相啊! (要近照)
635傳分柝左好耐, 究竟幾時成事呢???
陸氏實業計劃在越南投資1億美元興建發電廠－報導 2007年6月08日 - 12:12:16 HKT
越南報紙《Vietnam Economic Times》週五報導﹐陸氏實業集團有限公司(Luks Industrial (Group) Ltd., 0366.HK, 簡稱﹕陸氏實業)表示計劃在越南順化省投資1億美元興建一發電廠。
順化省位於河內以南700公里。
據報導﹐陸氏實業主席陸擎天週三與該省官員進行了會晤﹐並表示有意盡快投資興建一座裝機容量100兆瓦的發電廠。
陸氏實業負責人士稱﹐還計劃擴大公司建於順化省一水泥廠的規模﹐新增一日產4000噸的設備。
報紙網址: http://www.vneconomy.com.vn/eng/
from quamnet.com
Vietnam stops licencing new cement projects
VNECONOMY updated: 08/06/2007
The Prime Minister has asked the Ministry of Construction to examine the implementation of licenced cement projects and halt licencing new cement plants.
The Prime Minister has also asked for the acceleration of the implementation of projects which have been approved, and for capacity surplus to be avoided to ensure the effective development of the cement industry.
Predictions on the demand and supply of cement say that cement supply and demand will be in balance by 2009. Total cement output may be in excess in 2010 and 2011.
It is estimated that with the current growth rate of cement demand at 11%, Vietnam will need some 50mil tonnes of cement by 2010, while the total designed capacity of the industry’s current plan is 60mil tonnes.
By the end of May 2006, Vietnam had the total designed capacity of 24.7mil tonnes of cement. 30 cement projects are being implemented which have the total capacity of 35mil tonnes.
In a recent report on the evaluation of cement projects, the Ministry of Construction acknowledges that a surplus of cement output may occur if considering the designed capacity. However, the ministry has also stressed that supply and demand will depend on the pace of project implementations. One or two slow projects will be enough to negatively impact supply and demand.
from http://www.vneconomy.com.vn/eng/
Cement makers solidify markets
VNECONOMY updated: 28/05/2007
Viet Nam will become the leading cement producer in ASEAN by 2010, with a predicted output of 60 million tonnes per year, according to the Viet Nam Cement Association.
Nguyen Quang Cung, director of the Ministry of Construction's Department of Building Materials, said that 30 new cement plants were currently in progress nationwide, in addition to 17 existing plants that were in the process of expanding their capacity to reach a total of 48 million tonnes per year.
Tran Quang Tuan of Viet Nam Cement Corporation, said that the corporation had nearly completed construction of such major cement plants as the Bim Son plant, a second production facility at the But Son plant, and a third production facility at the Hoang Thach plant.
The Cement Corporation's Nguyen Van Diep said that Viet Nam would have a surplus of clinker, a major ingredient of cement, by 2009.
However, the Cement Association has warned against the development of too much capacity, noting that supply by 2010 could exceed demand by 12 million tonnes. Exports could provide a solution to redundancy, but competition with Thai and Chinese cement producers was stiff.
Most of the increased capacity was being developed in the northern region, noted Cement Association chairman Nguyen Van Thien, which could add high transportation costs of about 200,000 VND per tonne to serve markets in the south.
Thien advised investors and enterprises in the cement sector to take care in choosing locations for plants.
Meanwhile, the Ministry of Construction has asked the Prime Minister to restrict the spread of investment in cement projects for the time being, especially smaller projects.
Domestic cement consumption in April reached 3.5 million tonnes, an increase of about 900,000 tonnes over March, bringing total consumption in the first four months of this year to 11.8 million tonnes.
The Cement Corporation predicted that, in the second quarter of this year, consumption would continue climbing, with high demand driven by an upswing in construction activity.
from http://www.vneconomy.com.vn/eng/
Ken 仔, 自備即影即有相機黃昏上來柯達便可. eric, 多謝你的消息, 可見陸生深得越南政府信任.
Vietnam to build more thermopower plants
VNECONOMY updated: 08/06/2007
Water, “white coal”, is being exhausted, while the demand for electricity is growing alongside the national economy. Therefore, building thermopower plants, which have big advantages (low installation costs, short construction times) will be top priority.
By the end of 2006, the total capacity of power sources had reached 12,270 MW, 57% of which (6,586 MW) came from thermopower plants.
Besides the expanded power plants belonging to the Electricity of Vietnam (EVN), including Pha Lai, Uong Bi, Ninh Binh, which help raise the capacity from 645 MW to 1,550 MW, Vietnam also has electricity sources from foreign invested plants like Cao Ngan (100MW), Na Duong (110 MW), Formosa (150 MW). Gas-run thermopower plants in the south, including Ba Ria (389 MW), Phu My (4,014 MW), and Ca Mau (480 MW), have also been put into operation.
It is estimated that the structure of power sources in Vietnam will see big changes after 2010, with the focus to be on thermopower development. A series of big thermopower plants will open, including ones in Quang Ninh (1,200MW), Hai Phong (1,200MW), Vung Ang (600 MW), O Mon (600 MW), Ca Mau (1,400MW), Nhon Trach (450 MW), Nghi Son (1,200 MW), Mong Duong (2,200MW) and others.
According to the power development strategy for 2006-2015, the total installation capacity of power sources will be 15,497 MW by 2011, and 27,261-27,811 MW by 2015.
How to develop thermopower plants effectively?
While affirming the importance of focusing on thermopower development, experts said that solutions should be found to tackle the disadvantages of this source of power.
The biggest disadvantages of thermopower plants are high regular expenses, the impact on the environment, and limited sources of materials (coal, oil and gas).
The current capacity of power generating units of coal-run thermopower plants is 300 MW at maximum. In the future, Vietnam will have to use modern technologies for coal-run plants, which ensure high productivity and acceptable investment capital. Moreover, the plants should have a high capacity of power generating units (300, 600, 1,000 MW). The gas-run power sources will only use mixed turbine engines with high capacity (150-250 MW).
Source: Thời báo Kinh tế Việt Nam
from http://www.vneconomy.com.vn/eng/
Peter, brought your book already. Will study and discuss with you. Ha ha, Just a hundred bucks and have chance to discuss with writer online, what a value book!!!
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