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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: November 23, 2011

8號仔外傳

23 Wednesday Nov 2011

Posted by Platoooooo in November 2011

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全香港人飲恨的8號仔在小小超鍥而不捨,一而再,再而三的努力下終於可以將沉悶的固網電訊服務分拆到香港電訊信託 (HKTT, 6823) 上市。今天看報紙,HKTT 的招股反應並不熱烈,可算是勉強夠數。但對小小超來說這沒什麼問題,all he cares is 放下這包袱,他就可以全心全意在 now TV 上繼續發他的傳媒大亨的春秋大夢。

HKTT 在這非常防守性的市況中,挾著8%多的股息率都只得極冷淡的反應,可見小小超和8號仔有幾臭名遠播。我的想法是,以他兩父子的 track record,分拆出來的東西不理是好是壞,我們買的那個都是蝕錢收場。令全香港人咬牙切齒的8號仔不說,tom.com、長江生命科技、泓富信託、匯賢信託,有哪一個是在招股價之上?每一次結果都是一個氹。在長和系的世界裡,只有「長」江與「和」黃是可以買的,你也只見大李生只不斷的增持這兩隻股票。

散戶們被搵了這麼多次笨,這次不再想上當了。不是說買了輸硬,但是輸面望落去實在太大了。

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