香港 Xocat Forum 討論區 » Business and Finance 商業與金融 » Finance 金融財經投資討論區 » QDII. What is your opinion?

打印

[原創] QDII. What is your opinion?

ngaiso

超高級用戶組

Rank: 5 Rank: 5

帖子: 394
積分: 2272
金錢: 827
性別: 男
註冊時間: 2004-11-5

1^# 大中小發表於 2007-5-14 23:11 只看該作者

[隱藏廣告]

QDII. What is your opinion?

The scale is USD14.2 billion, half of it can invest in HK stocks which is 7.1 billion, real effect or just pushing the atomsphere?

TOP

小花至愛

超高級用戶組

Rank: 5 Rank: 5

帖子: 283
積分: 1856
金錢: 462
性別: 男
註冊時間: 2005-3-6

2^# 大中小發表於 2007-5-15 11:32 只看該作者

[隱藏廣告]

Honestly, the monies won't be full utilized before the 3rd quarter... so our raise is based on expectation and possibility to distribute in future at high price with current collection at relatively low price...

QDII is a good news to fry up HK stocks and to search for new high at around 21000-22000,,,, then it will come a correction (1 guess 10-15% to around 19000)

Then the real big bull will come with QDII are really effective and with further increase in its amount,,,, probably by the end of 3rd quarter 2007

Let wait and see....

[ 本帖最後由小花至愛於 2007-5-15 03:37 編輯 ]

TOP

ludwig

超高級用戶組

Rank: 5 Rank: 5

帖子: 301
積分: 2000
金錢: 607
註冊時間: 2006-9-22

3^# 大中小發表於 2007-5-15 19:02 只看該作者

[隱藏廣告]

希望真的在第三季大升吧.

TOP

hhl

元老用戶組

Rank: 6 Rank: 6

帖子: 342
積分: 3424
金錢: 505
註冊時間: 2004-9-26

4^# 大中小發表於 2007-5-15 23:39 只看該作者

[隱藏廣告]

引用:

原帖由 小花至愛 於 2007-5-15 03:32 發表
Honestly, the monies won't be full utilized before the 3rd quarter... so our raise is based on expectation and possibility to distribute in future at high price with current collection at relativel ...

seem so confident ... ... ... I am waiting for the big correction then ...

TOP

vodkaboy

元老用戶組

Rank: 6 Rank: 6

帖子: 421
積分: 3588
金錢: 1030
性別: 男
註冊時間: 2007-1-16

5^# 大中小發表於 2007-5-16 09:12 只看該作者

[隱藏廣告]

散户對QDII認識不足....過份睇好...回調在即

TOP

kkwong7606

元老用戶組

Rank: 6 Rank: 6

帖子: 1638
積分: 9460
金錢: 3527
性別: 男
註冊時間: 2006-12-19

6^# 大中小發表於 2007-5-16 11:40 只看該作者

[隱藏廣告]

引用:

原帖由 vodkaboy 於 2007-5-16 09:12 發表
散户對QDII認識不足....過份睇好...回調在即

I have same feeling, becasue H stock is very high and A stock is crazy high....

TOP

kookoei

超高級用戶組

Rank: 5 Rank: 5

帖子: 380
積分: 2055
金錢: 722
註冊時間: 2007-5-16

7^# 大中小發表於 2007-5-16 15:20 只看該作者

[隱藏廣告]

Chinese govt annced to relax invmnt for domestic banks w/ QDII status. The Chinese commercial banks can invest up to 50% of the funds under QDII in stocks abroad. c.f. in the past they were barred from direct invmnt in stocks & derivatives.

Initially, the funds will likely prefer H shares or red chips which hv most rev denominated in Rmb. Attached pls find the disc table for H-shs against A-shs.

Our prefered sectors are :

1. Finance - BOC (3988 hk; TP HK$4.95), ICBC (1398 hk; TP HK$5.50)
2. Property - Shimao Property (813 hk; TP $19.50), SPG (377 hk; TP $7.14)
3. Auto - Dongfeng (489 hk; TP $5.05), Denway (203 hk; TP $4.30)
4. Consumer plays - Parkson (3368 hk; TP $61), Egana (48 hk; TP $6.96)
5. Capital Goods - CIMH (3339 hk; TP $17.65) and Comba (2342 hk; TP $4.70)
6. others - Lee & Man (2314 hk; TP $24.20)

TOP

peninsula

元老用戶組

Rank: 6 Rank: 6

帖子: 27276
積分: 118217
金錢: 43114
性別: 男
註冊時間: 2003-4-1

8^# 大中小發表於 2007-5-17 15:26 只看該作者

[隱藏廣告]

引用:

原帖由 ngaiso 於 2007-5-14 23:11 發表
The scale is USD14.2 billion, half of it can invest in HK stocks which is 7.1 billion, real effect or just pushing the atomsphere?

#218 and #227 gone crazy la!

TOP

giovanni

浪人小gio

禁止發言

帖子: 249
積分: 3080
金錢: 536
性別: 男
註冊時間: 2005-9-9

9^# 大中小發表於 2007-5-18 23:53 只看該作者

[隱藏廣告]

提示: 作者被禁止或刪除內容自動屏蔽

TOP

peninsula

元老用戶組

Rank: 6 Rank: 6

帖子: 27276
積分: 118217
金錢: 43114
性別: 男
註冊時間: 2003-4-1

10^# 大中小發表於 2007-5-19 05:30 只看該作者

[隱藏廣告]

引用:

原帖由 giovanni 於 2007-5-18 23:53 發表
假如你是大陸的大戶，你通過QDII來香港買股票，就算贏了股價，都要蝕匯價。
大部分港股的基本面都很好，不用靠什麼QDII都可以上升。

匯價 will never go up as fast as stock prices!

TOP

skyshooternew

高級用戶組

Rank: 4

帖子: 89
積分: 799
金錢: 181
性別: 男
註冊時間: 2006-8-30

11^# 大中小發表於 2007-5-19 07:12 只看該作者

[隱藏廣告]

QDII is just a scheme. The PRC Govt uses it as a tool to ease the RMB appreciation pressure step by step. The effect on the stock market in Hong Kong is still uncertain. Those who thinks the stock market will benefit very shortly in fact are purely betting on the positive side.

Let's pay more attention that the officials are starting up various propaganda channels to tell the market that there is a asset bubble. Thank about that!!!

TOP

‹‹ 上一主題 | 下一主題 ››