36 ordspråk av Herbert Lau

Herbert Lau

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en The oil price will continue to rise. Earnings at most of the oil producers have had very good, positive surprises.
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en The market will stay in a trading range. The high oil prices and also the possible rate increase are pretty much priced in already.
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en China Telecom is also being hurt by the agreement between the European Union and China on WTO, ... Under the agreement China has given further concessions on the telecom sector that will allow foreign players to come in and that will hurt the longer-term prospects of China Telecom.
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en Cheung Kong is still experiencing pressure on the MSCI removal because fund managers still hold quite a big chunk of the stock so it will take time to offload,
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en Telecom stocks are being buoyed by merger and acquisition news overseas,
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en It's still to early to say whether Hutchison and Cheung Kong's share prices can hold up today,
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en Telecom, techs and the Cheung Kong group are weakening but it looks like a sell-off across the board.
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en China Telecom reflects market sentiment, ... A lot of foreign brokerages have issued pessimistic outlooks on the Hong Kong market in the near term and that is putting pressure on the market.
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en [Shares of Cheung Kong (Holdings) was up 4.56 percent at HK$74.50.] Cheung Kong is playing catch up with Hutchison, ... It's been a laggard over the past few weeks so investors are trying to narrow the gap with Hutchison.
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en Property sentiment has also been boosted by a Bank of China report urging the government to act to boost the market, ... The government may be forced to do something such as restrain land supply in coming years and shelve some government-subsidized flats.
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en Momentum in the two China telecom stocks is slowing because all the good news is in the price now, ... In the near term they will follow the trend in the telecom sector, where there is still some weakness.
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en We see HSBC announcing an 18 percent rise in interim profit to about HK$20.6 billion and our target for the stock is HK$120 within the next three to six months,
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en PCCW is being driven down on speculation, ... We calculate that its net asset value is about HK$6.00.
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en The market thinks the note issue is slightly positive for Hutchison because it will help the company raise funds for third-generation mobile-phone ventures in Europe and the conversion price of the bonds is at a very good premium on the Vodafone share price,
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en C&W is not desperate to raise funds so I don't think they will want to unload PCCW at such a depressed price,
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