tag:blogger.com,1999:blog-28838839.post7883637190821444421..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 匯豐公佈08年中期業績(補充版)市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-28838839.post-17356313435538815662008-08-08T01:05:00.000+08:002008-08-08T01:05:00.000+08:00回應Johnny : 以股代息的換股價通常高於每股NAV, 所以會增加每股NAV. 至於對EPS的影...回應Johnny : 以股代息的換股價通常高於每股NAV, 所以會增加每股NAV. 至於對EPS的影響, 要睇ROE能否保持, 主要睇管理層如何運用新股東資金.<BR/><BR/>回應massachusettes , 大口仔 : 管理層於英國的表現, so far 幾好.<BR/><BR/>回應wu: 通常銀行會為匯率風險做對沖.<BR/><BR/>回應無名士: 匯豐和渣打經營策略唔同, 匯豐走環球金融, 渣打主力新興市場.<BR/><BR/>回應徹之進 : 唔出奇, 有些項目的unrealized只影響balance sheet, 唔影響income statement.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-42780612956142437762008-08-06T15:40:00.000+08:002008-08-06T15:40:00.000+08:00為什麼有盈利情況下,期末資產淨值仍下跌...好失望.為什麼有盈利情況下,期末資產淨值仍下跌...好失望.徹之進https://www.blogger.com/profile/09904677192561243689noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-10524697577203593422008-08-05T22:57:00.000+08:002008-08-05T22:57:00.000+08:00請問先生對於匯豐及渣打的業績相比有何睇法? 由於渣打的規模與匯豐相比較細, 會否有較佳增長潛力 (因...請問先生對於匯豐及渣打的業績相比有何睇法? 由於渣打的規模與匯豐相比較細, 會否有較佳增長潛力 (因為基數小) ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-80271813539435943172008-08-05T22:36:00.000+08:002008-08-05T22:36:00.000+08:00其實匯控於英國的策略早於今年初已向外公布,只是大行的分析員不相信。現在事實證明早已留力的匯控可以趁機...其實匯控於英國的策略早於今年初已向外公布,只是大行的分析員不相信。現在事實證明早已留力的匯控可以趁機擴大市佔率。大口仔https://www.blogger.com/profile/05488178468578681387noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-79902192552545873492008-08-05T16:40:00.000+08:002008-08-05T16:40:00.000+08:00難怪期內歐洲稅前盈利比去年同期增加27.83%, 對集團的整體稅前盈利貢獻高達50.5%, 成為集團...難怪期內歐洲稅前盈利比去年同期增加27.83%, 對集團的整體稅前盈利貢獻高達50.5%, 成為集團最主要的市場.<BR/><BR/>歐洲的貢獻, 亦要考慮歐元的滙率方面. 如扣除滙率變動(升值). 你覺得可以接受嗎?Unknownhttps://www.blogger.com/profile/16896124630166330243noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-16757061857779725392008-08-05T12:03:00.000+08:002008-08-05T12:03:00.000+08:00我都估光頭0個個係紀勤。佢臨尾咁講都令之前對英國按揭既憂慮大大舒緩。最早指出美國次按問題,加分,能吸...我都估光頭0個個係紀勤。<BR/><BR/>佢臨尾咁講都令之前對英國按揭既憂慮大大舒緩。<BR/><BR/>最早指出美國次按問題,加分,能吸取教訓係英國度做預防措施,加分。<BR/><BR/>另外,滙豐大力發展卓越理財,以發揮其環球網絡優勢亦是亮點之一。massachusetteshttps://www.blogger.com/profile/13396720156609314082noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-74620596988682726472008-08-05T10:00:00.000+08:002008-08-05T10:00:00.000+08:00Hi Mr market,I am not a shareholder of HSBC.I like...Hi Mr market,<BR/><BR/>I am not a shareholder of HSBC.<BR/>I like HSBC very much, the only thing that keep me from becoming its shareholder is its 以股代息 policy.<BR/><BR/>以股代息 plus stock option will generate more first tier capital for HSBC and can preserve cash which maybe the cornerstone of HSBC. But it will dilute the profit of existing shareholder each year. <BR/><BR/>Personally, I view holding shares as doing business myself. If I enter a business, I don't want to continously reinvest my other income into the business. That's why I am very cautious with the no. of shares. <BR/><BR/>What do you think?Anonymousnoreply@blogger.com