全日低收128點
2011年12月13日 18:39 HKT 更新
| 港股跌逾百點中資金融股偏軟 | ||
| 12月 13日 星期二 16:28 更新 | ||
港股連跌第四日，初段最多跌近二百八十點，之後跌幅逐步收窄，恒生指數收市報18447點，跌129點，成交452元，較上日多百分之二。國企指數報9957點，跌102點。
中資金融股偏軟，中國銀行(新聞 - 網站 - 圖片)(03988.HK)及中國平安(新聞 - 網站 - 圖片)(02318.HK)跌百分之一，中行報2.8元，平保報54.75元。農業銀行(01288.HK)及中國太保(02601.HK)都跌百分之二。
財險(02328.HK)跌百分之二，報10.46元，財險供股權(02973.HK)今日開始買賣，報4.93元。
中石化(00386.HK)聯同新奧能源(02688.HK)，提出全面收購中國燃氣(新聞 - 網站 - 圖片)(00384.HK)，中國燃氣和新奧能源停牌四個交易日後，今日復牌，中國燃氣逆市彈升兩成，報3.37元，是交投最活躍的股份。新奧能源跌百分之二，報26.4元，中石化就跌0.03元，報8.03元。
http://hk.biz.yahoo.com/111213/371/4de74.html
| 港股全日低收128點 | ||
| 12月 13日 星期二 16:30 更新 | ||
港股連跌第四日，大市隨外圍低開248點，恒生指數開市報18327點後，最低見18297.66點，跌幅278點。午後港股持續18400點水平徘徊。
恒生指數收市報18,447.17，下跌128.49點，跌幅0.69%，全日成交452.826億元。國企指數收市報9,957.15，下跌102.20點，跌幅1.02%。紅籌指數收市報3,663.47，下跌30.65點，跌幅0.83%。
藍籌股普遍下跌，重磅股匯控(00005)失守60元關，低見58.95元，收市報59.75元，下跌0.58%；友邦(01299)收市報23.4元，下跌1.47%；中移動(新聞 - 網站 - 圖片)(00941)收市報74.7元，下跌0.86%；港交所(00388)亦下跌0.39%，收市報126.5元。思捷(00330)遭摩通減持，低見10.2元，收市報10.28元，下跌2.84%。騰訊(新聞 - 網站 - 圖片)控股(00700)收市報148.9元，逆市上升2.13%。
地產股向下，新世界發展(新聞 - 網站 - 圖片)(00017)收市報6.29元，下跌2.63%；恒隆地產(00101)收市報22.45元，下跌2.39%；恒基地產(00012)收市報36.5元，下跌1.75%；長實(新聞 - 網站 - 圖片)(00001)收市報88.05元，下跌1.46%；信和置業(新聞 - 網站 - 圖片)(00083)收市報10.12元，下跌0.2%。惟新地(00016)收市報96.35元，上升0.31%。
內銀股普遍下跌，交通銀行(新聞 - 網站 - 圖片)(03328)下跌2.45%，收市報5.17元；農業銀行(01288)下跌2.06%，收市報3.33元；招商銀行(新聞 - 網站 - 圖片)(03968)下跌1.8%，收市報15.24元；中信銀行(00998)下跌1.13%，收市報4.36元；中國銀行(新聞 - 網站 - 圖片)(03988)下跌1.06%，收市報2.8元；重農行(03618)下跌1.03%，收市報3.83元；工商銀行(01398)下跌0.85%，收市報4.67元；建設銀行(新聞 - 網站 - 圖片)(00939)下跌0.54%，收市報5.5元。惟民生銀行(01988)上升0.15%，收市報6.63元。
內地保險股方面，中國財險(新聞 - 網站 - 圖片)(02328)下跌2.43%，收市報10.46元；中國太保(02601)下跌2.29%，收市報21.3元；中國平安(新聞 - 網站 - 圖片)(02318)下跌1.44%，收市報54.75元；中國人壽(新聞 - 網站 - 圖片)(02628)下跌0.91%，收市報19.72元。惟中國太平(00966)上升1.27%，收市報16元。
石油石化股偏軟，中海油(新聞 - 網站 - 圖片)(00883)下跌0.54%，收市報14.64元；中石油(00857)下跌1.16%，收市報9.4元；至於中石化(00386)下跌0.37%，收市報8.03元。
豪特保健OTO(06880(新聞 - 網站 - 圖片))首日掛牌，股價高見1.68元，低見1.47元，收市報1.58元，與招股價相同。
http://hk.biz.yahoo.com/111213/370/4de84.html
| 【收市解碼】受制內地股市 港股四連跌挫128點 | ||
| 12月 13日 星期二 17:44 更新 | ||
【經濟日報專訊】港股全日先跌後回穩。受累歐債危機，港股低開248點，早段曾跌穿19300點，低見18297點，其後跌幅逐步收窄，惟內地股市繼續尋底，令恒指未能大幅反彈，惟三時過後，大市跌幅再度收窄，恒指收報18447點，跌128點或0.69%；國指失守10000點關口，收報9957點，跌102點或 1.02%。主板成交額為452.83億元。
即月期指收報18439點，跌50點，低水8點。
兩電將大幅加電費，中午休市期間宣布需因澳洲(新聞 - 網站 - 圖片)清潔能源法案而減值19億中電（00002），下跌0.53%，收報65.75元；電能實業（00006）則倒升0.09%，收報56.7元。
匯豐（00005）午後跌幅收窄，惟未能收復60元關，收報59.75元，跌0.58%；渣打（02888）跌1.49%，收報172.2元。
堅持調控樓市 中、港地產股受壓
財政司司長曾俊華(新聞 - 網站 - 圖片)表示繼續進行冷卻樓市政策，地產股受壓，長實(新聞 - 網站 - 圖片)（00001）跌1.46%，收報88.05元；恒地（00012）跌1.75%，收報36.5元；新世界（00017）跌2.63%，收報6.29元；信置（00083）跌0.2%，收報10.12元。至於新地（00016）表現較好，倒升0.31%，收報96.35元。
另一方面，中央堅持樓市調控，內房股下跌，潤地（01109）跌4.85%，收報12.16元，為跌幅最大藍籌；中海外（00688）雖曾倒升，惟收市仍跌0.44%，收報13.56元；恒大（03333）跌0.97%，收報3.05元；雅居樂(新聞 - 網站 - 圖片)（03383）跌0.95%，收報6.25元。
供股權正式買賣 財險跌2%
內險股方面，平保（02318）首11個月實現保費收入增加31%至1,895.5億元人民幣，惟股價隨大市跌1.44%，收報54.75元。另外，國壽（02628）跌0.91%，收報19.72元；太保（02601）跌2.29%，收報21.3元；財險（02328）供股權今日正式買賣，財險跌2.43%，收報10.46元，其供股權（02973）收報4.93元，較開市價5.19元跌5.01%。
瑞信唱好 鋼鐵股逆市升
中新網引述中鋼協統計資料顯示，今年首10月，500萬噸以上鋼鐵企業利潤率降至2.99%；10月份77家鋼鐵企業中，虧損額達21.25億元人民幣，較9月份增加18.3億元人民幣。不過，瑞信上調鋼鐵股投資評級至「優於大市」，鋼鐵股造好。鞍鋼（00347）升1.51%，收報5.38元；馬鋼(新聞 - 網站 - 圖片)（00323）升0.44%，收報2.28元；重鋼（01053）則跌1.67%，收報1.18元。
至於水泥股則受壓，山水水泥（00691）跌5.02%，收報5.11元；中國建材(新聞 - 網站 - 圖片)（03323）跌2.88%，收報9.12元；潤泥（01313）跌2.82%，收報5.51元；海螺（00914）跌2.69%，收報23.5元。
新奧能源（02688）宣布，夥同中石化（00386），以167億港元，或相當於每股3.5元，收購中國燃氣（00384）。中國燃氣逆市升20.36%，收報3.37元；至於新奧能源先後被惠譽及標普列入負面觀察名單，股價創上市新高後倒跌2.58%，收報26.4元；中石化跌0.37%，收報8.03元。小型燃氣股中油燃氣(新聞 - 網站 - 圖片)（00603）惹受購憧憬，尾市抽升，收市升22.41%報0.71元。
華南投資（00159）涉逾1億元澳元全購澳洲上市鐵礦公司，股價復牌後升11.94%，收報0.75元。
【經濟日報專訊】港股連續第六日下跌，歐債危機陰霾揮之不去，大市低開231點，早段內地股市跌穿2200點，拖累跌穿18000點，午後內地股市繼續尋底，港股一度跌穿上午低位，最多跌459點，低見17895點，尾段跌幅略為收窄，恒指收報18026點，跌327點或1.79%，全日共有27隻恒指牛證遭強制收回。
至於國指收報9678點，跌209點或2.12%。全日主板成交額為586.72億元。即月期指收報17960點，跌298點，低水67點。
商品資源股下挫 中海油(新聞 - 網站 - 圖片)跌4%
受累商品價格昨晚急跌，油、金股受壓。中石油（00857）
跌3%，收報9.04元；中海油（00883） 
跌4.56%，收報13.82元，為跌幅最大藍籌。
至於SPDR金ETF（02840）
跌3.55%，收報1,195元；價值黃金（03081） 
跌3.55%，收報39.45元。金礦股亦下挫，其中招金（01818） 
急跌8.18%，收報12.12元；靈寶黃金(新聞 - 網站 - 圖片)（03330） 
跌3.34%，收報3.18元；紫金（02899） 
跌3.83%，收報3.01元。
另外，環渤動力煤價連跌三周，兗煤（01171）
跌5.77%，收報15.68元；中煤（01898） 
跌3.05%，中午收報8.57元；神華（01088） 
跌1.65%，收報32.75元。
傳銀行業新監管標準推遲執行，內銀表現跑贏國指，建行（00939）
跌1.46%，收報5.4元；工行（01398） 
跌1.72%，收報4.57元；中行（03988） 
跌1.78%，收報2.76元；農行（01288） 
跌1.52%，收報3.25元。
國壽A股瀉9% 拖累H股跌2%
國壽（02628）
A股急挫近9%，拖累H股跌2.66%，收報19.04元；平保（02318） 
及財險（02328） 
午後跌幅收窄，分別跌1.75%及1.34%，收報53.25元及10.32元；太保（02601） 
跌2.14%，收報20.55元。
內房及電力股逆市造好，中海外（00688）
升1.19%，收報13.58元；潤地（01109） 
升1.19%，收報11.92元，為最大升幅藍籌首二名。另外，世茂（00813） 
升4.38%，收報6.68元；SOHO中國（00410） 
升2.87%，收報5.38元；碧桂園（02007） 
升1.06%，收報2.87元。
電力股繼續逆市上升，潤電（00836）
升1.03%，收報13.78元；大唐發電(新聞 - 網站 - 圖片)（00991） 
升2.92%，收報2.47元。
炒作半新股 中國多金屬反彈一成
半新股見炒作，中國多金屬（02133）
昨首日上市急挫4成，今日反彈17.78%，收報1.59元；豪特保健（06880(新聞 - 網站 - 圖片)）創上市新低後逆市升4.62%，收報1.36元；中國服飾（01146） 
升0.69%，收報1.45元。
大凌（00211）
停牌7年後復牌，股價急升570%，收報0.067元。
http://hk.biz.yahoo.com/111215/373/4dgz2.html
周大福(01929)
首日掛牌收市報13.8元，較發行價15元瀉8%，一則確認了港股IPO市場終於不敵歐債危機和內地經濟下滑風險的陰霾氣氛，即便是擁有超級明星投資者陣容的超級明星股；二則宣告了香港首富的寶座，李嘉誠(新聞 - 網站 - 圖片)仍然坐得穩穩陣陣，用腳投票的投資者們令周大福掌門人鄭裕彤家族失望了。周大福市值今日縮水120億元。
在周大福IPO以招股價下限15元定價之時，周大福的市值就由此前投行估計的2400至3000億元縮水至1500億元，再以彤叔家族持有的74%周大福股權來計(市場上對鄭裕彤家族持股量有若干說法，74%的持股比例為其中一種)，他的一隻腳從首富的寶座上邁開。按照2011年福布斯香港富豪榜的數據，周大福上市前，鄭裕彤家族身價700億元，算上74%的周大福股票市值1110億元，共計1810億元，而首富李嘉誠的財富為1868億元。如今，再以首日掛牌價13.8元來計，周大福市值縮水至1380億元，鄭裕彤家族的財富相應降至1721億元。當然，這種計算方法並不甚科學，一來鄭氏家族的持股比例真正是多少畢竟新世界系和長和系的股價和市值也都在股海中波動，但相信財富是「第一」還是「第二」倒不會錯。
周大福股價不濟，損失的當然不只是鄭氏家族，以今日該股跌幅1.2元或8%計算，不計手續費，每手200股賬面蝕240元，認購周大福者各各有份。另外值得一提的是，此前《壹周刊》爆出，在周大福打工64年的81歲董事會名譽顧問何伯陶，獲彤叔贈4%周大福股份，其財富也由當日(12月8日)號稱80億元縮水至55.2億元。
關金價跌何事？
周大福股價跌，部分市場人士認為國際金價近期走淡也出了「錦上添花」之力，而華富財經研究部高級分析員蕭志朗指出，雖然金價下跌影響到市場情緒，但對周大福的實際影響並不大，截至9月底，周大福僅有83億港元的黃金存貨，且面對市況波動，公司一定有對沖的動作。
在蕭志朗看來，周大福首日掛牌跌幅達8%之多，主要原因在於其估值相對同業太貴。
Quam News
華富財經新聞
Wall Street backpedals as global risks rise
By Edward Krudy
NEW YORK (Reuters) - Stocks fell for a third day and hit their lowest level in two weeks on Wednesday as widespread risk aversion sank commodity prices, drove the euro to its lowest in a year, and pushed Italian bond yields to a record high.
Investors are disappointed the European Central Bank is not buying more bonds of troubled European countries, a move that was widely seen in markets as a requisite next step following last week's EU summit on strengthening fiscal unity in the bloc.
With the crises festering as Europe slides into recession, the outlook for the world economy is growing bleaker.
A 5 percent slump in oil prices hit energy stocks, with S&P's energy index (SNP:^GSPE) down nearly 3 percent. Chevron Corp (.CVX) fell 3.6 percent to $99.90.
"There is a growing realization that the global economy is in jeopardy," said Bruce Bittles, chief investment strategist at Robert W. Baird & Co in Nashville. "Business is cooling everywhere. Right now, the U.S. appears to be operating in a vacuum, but that's not sustainable."
The S&P 500 (SNP:^GSPC) fell below its 50-day moving average, signaling a breakdown of its recent trading range between that level and 200-day moving average at the top end. The move has some analysts expecting further weakness.
The Dow Jones industrial average (DJI:^DJI) ｄ ｒｏｐped 153.22 points, or 1.28 percent, to 11,801.72. The Standard & Poor's 500 Index (SNP:^GSPC) fell 14.62 points, or 1.19 percent, to 1,211.11. The Nasdaq Composite Index (Nasdaq:^IXIC) lost 45.11 points, or 1.75 percent, to 2,534.16.
Copper fell near a three-week low, Aluminum hit its lowest in 17 months and tin made a three-month low. The S&P's materials sectors index (.GSPM) fell nearly 1 percent. Shares of miner Cliffs Natural Resources (NYSE:CLF) dropped 1.7 percent to $63.13.
Italy's borrowing costs rose to a record after an auction of five-year debt, while the euro fell to an 11-month low against the dollar.
U.S. stocks have been weighed down this week in part on fears that the agreement at last week's European ｕｎｉｏｎ summit did not go far enough to resolve the two-year-old debt crisis.
"The main issue right now is the complete, absolute failure of the European Union to come to any kind of solution. They're back to where they started from," said Jeffrey Sica, president and chief investment officer of SICA Wealth Management in Morristown, New Jersey.
"Borrowing costs are going to rise, and that's going to continue to put pressure on us. The summits they've had have taken us nowhere, and soon we're going to pay the price."
Gold dropped to its lowest level since early October as the weak euro and a shortage of dollar funding near the year-end prompted investors to sell aggressively. Commodity-related shares were further pressured by a strengthening U.S. dollar.
The Arca Gold Bugs index (NYSE:^HUI), which measures the performance of 16 of the world's largest gold producers, fell 3.7 percent. Shares of Yamana Gold (NYSE:AUY), the Canadian producer, was one of the biggest losers, falling 6.3 percent to $13.92.
Investors were also disappointed the U.S. Federal Reserve made no mention of possible new stimulus measures after its Tuesday meeting.
Though a majority of economists polled by Reuters expected no more Fed action to boost the economy in the short term, another survey showed most primary dealers saw the central bank enacting some type of stimulus.
Technology shares sold off sharply. A number of companies in the industry and beyond have cut earnings outlooks over recent days, another sign of the fallout from a slowing economy. The latest was First Solar Inc (NasdaqGS:FSLR), which tumbled 20.2 percent to $33.96 after it cut its 2011 sales and profit forecast.
The maker of solar power systems joins a list of companies, including Intel Corp (NasdaqGS:INTC), DuPont and Co (NYSE:DD) and Texas Instruments Inc (NYSE:TXN), which have cut their outlooks in recent days.
An index of home builder stocks (DJI:^DJUSHB) dropped 2.5 percent after the National Association of Realtors said data on sales of previously owned homes will be revised downward because of double counting.
http://finance.yahoo.com/news/futures-dip-euro-slides-123435506.html
本地飲食集團蘭桂坊擬上市集資7-8億美元(約54.46億至62.24億元)，主席盛智文接受訪問時表示，集團去年成功在成都(新聞 - 網站 - 圖片)複製本港的蘭桂坊模式，現時計劃進軍海南海口市，預計投資2億元，料於後年底開幕；而未來目標則包括杭州和大連等二線城市。(su/u)
阿思達克財經新聞
http://hk.biz.yahoo.com/111214/263/4df1x.html
港股連跌第五日，初段最多跌逾一百六十點，低見18280點，其後一度倒升，但恒生指數收市仍跌92點，報18354點。成交430億元，比上日少百分之四。國企指數報9888點，跌69點。
重磅股匯控(00005.HK)跌百分之一，報58.7元，跌1.05元。利豐(新聞 - 網站 - 圖片)(00494.HK)跌百分之三，報15元，跌0.6元，是最弱勢的藍籌股。思捷(00330.HK)獲對沖基金(新聞 - 網站 - 圖片)增持，股價逆市升百分之四，報10.7元，升0.42元，是表現最好的藍籌。計劃加電費的兩電造好，中電(00002.HK)報66.25元，升0.5元。電能實業(00006.HK)升百分之一，報57.6元。
內地傳出限電的消息，中資電力股有追捧，華潤電力(新聞 - 網站 - 圖片)(00836.HK)和華能國際(新聞 - 網站 - 圖片)(00902.HK)，升百分之三和四。反觀，煤炭股受壓，中國神華(01088.HK)跌百分之二，報33.3元，兗州煤(01171.HK)跌百分之四。內地上月新增貸款額略好過預期，內銀股個別發展，建設銀行(新聞 - 網站 - 圖片)(00939.HK)報5.48元，跌0.02元。中國銀行(新聞 - 網站 - 圖片)(03988.HK)報2.81元，升0.01元。
綠森集團(00094.HK)受母公司嘉漢林業未能償還可換股債券利息影響，綠森今日復牌股價急跌兩成六。今日掛牌的兩隻新股都潛水，寶信汽車(01293.HK)跌一成四，報7.3元，跌1.2元。中國多金屬(02133.HK)下挫三成九，報1.35元，跌0.87元。
http://hk.biz.yahoo.com/111214/371/4dfhd.html
Fed sees risks from Europe
WASHINGTON (Reuters) - The Federal Reserve on Tuesday pointed to turmoil in Europe as a big risk to the economy, leaving the door open to a further easing of monetary policy even as it noted some improvement in the labor market.
The central bank characterized the economy as expanding moderately despite an apparent slowing in global growth, and said that while there had been "some" improvement in the job market, unemployment remained elevated and housing depressed.
"Strains in global financial markets continue to pose significant downside risks to the economic outlook," the Fed said, alluding in a post-meeting statement to pressures stemming from the debt crisis in the euro zone.
Prices for U.S. stocks and government debt pared gains, while the dollar rose against the euro after the announcement.
The Fed's statement issued after a one-day meeting was little changed from the announcement it released after its last gathering in early November, and it only touched lightly on apparent improvements in the economy's performance.
"They are certainly ready to lean against the wind should the economy fａｌ ｔｅｒ," said Cary Leahey, managing director at Decision Economics in New York.
EVANS DISSENTS AGAIN
The Fed offered no new guidance on its evolving communications policy, and repeated that it expects inflation to settle at levels at or below those consistent with its price stability mandate.
For a second time running, Chicago Fed President Charles Evans dissented against holding policy steady, saying he favored additional easing now.
The U.S. central bank has held overnight interest rates near zero since December 2008 and has bought $2.3 trillion in government and mortgage-related bonds in a further attempt to stimulate a robust recovery.
Fed officials are divided among those who think high unemployment and sluggish growth demand more action and those who view the central bank's already-aggressive efforts as bordering dangerously on an invitation to inflation.
Some influential policymakers, including Vice Chair Janet Yellen, have suggested they would be inclined to take additional steps if growth fails to pick up.
Recent data about the U.S. economy do point to some improvement. The jobless rate tumbled 0.4 percentage point to 8.6 percent in November, factory activity has quickened and businesses are restocking depleted shelves.
Consumer spending also appears reasonably solid, although a softer-than-expected report on November retail sales on Tuesday offered a hint that it could be flagging.
The U.S. economy expanded at a 2.0 percent annual rate in the third quarter, a welcome acceleration from a sub-1 percent pace over the first half of the year. Forecasters hope growth will top a 3 percent rate in the current quarter.
However, analysts say the recovery's current strength is partly a snapback from the weakness that followed Japan's natural disasters and high oil prices early in the year.
They caution that a return to more-sluggish growth is likely, particularly with a recession brewing in Europe.
Many observers believe the Fed will step in to take steps to stimulate growth in 2012, first through communications measures that drive home their expectation that interest rates will not rise for along time, and then through more bond buying.
Yellen has said the Fed could reinforce its ultra-accommodative monetary stance by publishing policymakers' forecasts for the path of interest rates. Officials are also debating whether to adopt an explicit target for inflation.
The first step would reassure skittish markets that the Fed is not about to tighten policy any time soon. The latter would aim to dispel any doubts about the central bank's commitment to keeping inflation low.
Top officials have also remained open to adding bonds to the Fed's already bloated portfolio.
Some have said the central bank should resume purchases of mortgage-backed securities to help revive the depressed housing market; others would prefer to stick with purchases of U.S. government debt.
http://finance.yahoo.com/news/fed-likely-stay-sidelines-policy-050211628.html