諱疾忌醫累死HSBC

今天匯控(0005.HK)收市76.55,成棚人驚匯控要集資,急急拋貨著草走人。

黃世澤:HSBC駛唔駛供股

我呢度一早警告過,HSBC係有可能供股,依家一個月都唔夠,成棚投資者就驚HSBC真係會供股。因為HSBC的Tier 1資本比起其他銀行,真係好薄弱。

我可以講,HSBC早供股好過遲供股,原因有兩個:
1. 英國蘇格蘭皇家銀行已經要求英國政府額外140億英鎊的注資,除咗表示依家英美各大銀行無底洞比想像中大好多,亦代表咗市場資金將會持續緊張,英國政府唔可能無限量注入資本,越遲供股,成本越大,政府越難救。
2. 美國政府正考慮俾美國三大車廠有秩序破產,點樣有秩序破產?我都想知。我只知係一旦三大車廠破產,就會連鎖引發信貸違約事件,HSBC在美國的業務一定撇帳撇到抽筋,而好多HSBC的債券衍生工具亦會出問題,屆時一定膠到無朋友。

我奉勸HSBC教的教徒,係時候要作出審慎決定。

3 thoughts on “諱疾忌醫累死HSBC

  1. Down by $5, everyone saying HSBC is going to die. Who’s telling the truth?

    HSBC still has strong reserves of cash, if I remember correctly. I’m pretty sure I’ve read it somewhere that the fundamentals of HSBC are still pretty sound, due to its solid foundations in other emerging markets besides China. Of course the huge mess in US is going to drag it down somewhat, but for it to die? I really don’t think so.

    I don’t know, call it gut instinct based on the stuff I’ve read so far if you will, but the guys in HSBC aren’t that plastic compared to the investment banking goons in America, if you think about it.

    Maybe I’m talking BS here, who knows. I respect your opinion Martin, but I’m going to have to disagree and bet against your pessimism, at the risk of being accused of being a follower of the HSBC教. Instead of HSBC教, I consider myself a follower of Warren Buffett教 instead. :p

    I’ll come back in 5 years time and tell you how my 0005 stocks are doing. 😉 If I go broke because I didn’t listen to you, so be it.

  2. 005 should have been thrown out of the window long ago when it’s approaching $150, or at around $120 when the financial tsunami began; doubt the wisdom of selling it now at $75. Is it a bite late?

  3. 供股是好事,總叫做「自食其力」,靠自己本事搵老細,好過其他幾間英國大行要向阿公拿錢。

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