日本拉麵愈來愈受港人歡迎，素有日本「拉麵大王」美譽的河原成美，由其創辦的一風堂最近登陸本港，在尖沙咀新港中心開設首間分店。
河原成美說: 「一風堂進入香港市場的構思，於去年5月開始計劃，並沒因為日 本東北大地震而延遲。」日本人出名專業，拉麵店只賣拉麵， 一風堂在港首間分店暫時只供應三種拉麵，包括赤丸新昧、白丸元味及辣肉味唱拉麵。前兩者每碗68元;後者每碗78元。
香港食肆包羅萬有，為配合港人飲食習慣，一風堂同時提供小食、一品料理、甜品、酒精及非酒精飲品。
日賣最少600碗
「香港一風堂設有90個座位，每天營業約12小時，最理想情況是一小時做一 轉，合共可接待1,000名顧客，希望初期每天最少可以接待600名顧客。」河原成美說。
河原成美對本港市場充滿信心，計劃五年內在港開設15至20間分店: 下一步就是進軍內地市場，計劃在內地開300問分店。一風堂由河原成美於1985年在日本福岡博多創立，首間分店只設十個座位。他以獨特手法去除豬骨異味，創製出豬骨拉麵，好評如潮，連當時甚少光顧拉麵店的女性亦一湧而至o
再戰內地市場
於1997至1999年期間， 河原成美在東京電視台《TV Champion一拉麵職業選手錦標賽》中連續奪得三屆冠軍，並於 2005年獲得「拉麵大王」美譽，最近獲得 2010/2011東京年度拉麵大賞第一位。
一風堂現時於日本共設有逾60間分店，遍布全國各地， 2008年衝出日本， 現於紐約、新加坡及南韓設有分店。日本全國分店平均日賣合共26,000碗拉麵，逾半為自丸元昧;三成多為赤丸新味;辣肉味噌拉麵約佔15%。
拉麵最重要的元素是水及麵粉，一風堂從日本入口麵粉在港製作拉麵，並先以濾水器將水過濾。河原成美花了一年時問，研究在港熬豬骨湯，結果讓他找到最合適的豬腳、背脊及頭部骨，花18小時熬製湯底，味道與日本當地一模一樣。
一風堂登陸香港，最主要是看中內地市場的無限潛力，河原成美說: 「集團於 2003年進軍上海，可惜三年後撤走。今年先進軍香港市場，吸收經驗後再接再 厲，進攻內地市場。」
電 話 : 2957 8893 平 均 消 費 : $100 - $150 / 位
地 址 : 尖 沙 咀 廣 東 道 30 號 新 港 中 心 2 樓 210 舖
2011年7月31日星期日
2011年7月25日星期一
新股上市「圍飛」常見
新股招股及上市公司配股時，保薦人及包銷商為了確保新股順利上市及配股有承接，經常會找相熟的投資者接貨，行內稱「圍飛」，尤其以細型新股最為常見，因集資額細，容易「夠數」。
不過，當一些新股上市前「圍飛」，大部分股份集中在部份投資者身上時，上市後股價容易有大幅波動。
時富金融零售金融業務董事總經理鄭文彬，新股「圍飛」做法常見，一般來說「圍飛」的新般， 上市後由於股份貨源歸邊，股價會容易炒上。不過，他指出，近期大市差，即使新股招股時已「圍飛」，並不代表上市後股價表現好，他認為，散戶最好看新股的基本因蒙、估值及行業等，不要單靠因有「圍飛」消息而購入該股。
另外，耀才證券行政總裁陳敏峰表示，「圍飛」是新股上市前的動作之一，即是找基金作配合，保薦人及包銷商找大型基金購入新股，大行通常有自己的基金投資新股，而集資額較細的新股，容易找到基金作配對，其好處在於即使公眾認購不足額，亦可以確保上市。
不過，當一些新股上市前「圍飛」，大部分股份集中在部份投資者身上時，上市後股價容易有大幅波動。
時富金融零售金融業務董事總經理鄭文彬，新股「圍飛」做法常見，一般來說「圍飛」的新般， 上市後由於股份貨源歸邊，股價會容易炒上。不過，他指出，近期大市差，即使新股招股時已「圍飛」，並不代表上市後股價表現好，他認為，散戶最好看新股的基本因蒙、估值及行業等，不要單靠因有「圍飛」消息而購入該股。
另外，耀才證券行政總裁陳敏峰表示，「圍飛」是新股上市前的動作之一，即是找基金作配合，保薦人及包銷商找大型基金購入新股，大行通常有自己的基金投資新股，而集資額較細的新股，容易找到基金作配對，其好處在於即使公眾認購不足額，亦可以確保上市。
2011年7月2日星期六
2011年6月25日星期六
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Group Buyer
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享樂 Funshare
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LuckyBuy
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一齊 Buy
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團購樂
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2011年6月19日星期日
What Happens If Greece Defaults?
source : http://www.cnbc.com/
Greek Banks Get Nationalized
The banks of Greece are heavily exposed to the sovereign debt of their country. A default would require many of them to seek new capital to make up for the losses, and could trigger a run on banks by Greek depositors.
It's very likely that the Greek government would be forced to declare a "bank holiday" to prevent a run. Eventually, the most exposed Greek banks would likely have to be.
Europe's Banks Rocked
Europe's banks are big holders of Greek debt. They have something like $53 billion outstanding. France, Germany and the U.K. are the most exposed.
"If bondholders were required to take a 40 percent 'haircut'—a figure thrown up by many analysts—this would translate to losses in the order of €15.6 billion," or $22 billion, according to one report.
Credit Default Swap Guessing Game
It's unknown what the exposure of various financial institutions to a Greek default through credit default swaps might be. But someone has been selling lots of protection on Greek debt over the last few years, and a default would trigger a "credit event" payout on these insurance contracts.
A Global Credit Crunch
Doubts about the stability of financial institutions with direct and indirect exposure to Greece are likely to spread. Banks may hesitate to extend credit to each other out of fear about exposures. Many will require counter-parties to hand over additional collateral, forcing assets sales. In a repeat of the aftermath of the bankruptcy of Lehman Brothers, global credit markets may seize up. Get ready to hear lots of talk about LIBOR
U.S. Money-Market Funds Challenged
Analysts say that U.S. money-market funds have more exposure to the short-term debt of European banks than many investors realize. If European banks cannot roll over their commercial paper, some of these money-market funds may find they have capital shortfalls.
Ireland And Portugal Tempted to "Just Walk Away"
The Irish and the Portuguese are facing years of slow economic growth as their governments attempts to bring down debt levels and stabilize their banking systems. A default by Greece—especially if brought about by a popular uprising in the streets of Athens—could encourage these countries to default. If Greece can force creditors to take a haircut, why should Ireland and Portugal pay in full?
The European Central Bank in Crisis
The European Central Bank is massively exposed not only to Greek sovereign debt but to the debt of Irish banks. If Greece and Ireland's banks do not make good on their debts, the ECB could be rendered insolvent, according to some analysts. Of course, the ECB is a central bank—which means it can always inflate its way back into solvency.
A Political Crisis in Germany
The turmoil across Europe may shake the government in Germany. The German people strongly oppose bailouts of what they view as less responsible countries. Any moves by the German government to alleviate the crisis caused by Greece could be met with a political revolt in the already shaky government of Angela Merkel.
U.S. Consumers Hit the Mattresses
Consumer confidence is already at a near nadir . A global credit crisis would likely convince U.S. consumers to reduce spending and increase savings. This could drag the already slowing American economy nearer to a recession
Politicians Say 'Don't Panic'
One thing is certain: Political leaders around the globe will attempt to reassure their constituents and prevent financial panics. The appearance of politicians paraphrasing Franklin D. Roosevelt's "the only thing we have to fear is fear itself" line is unlikely to make any difference whatsoever.
Protectionism Arises
Rob Subbaraman, an economist at Nomura, has warned that if Germany and France are burdened with the debts of southern Europe, “it is conceivable that to support these economies, a new form of protectionism takes house, whereby countries such as France and Germany buy more goods from them at the expense of Asian exports.”
China's Hard Landing
If U.S. consumers retreat and Europe goes protectionist, the weaknesses in the Chinese economy may become more evident. A slowdown in demand for goods from China could force the government to abandon its fight against inflation in order to keep the economy growing.
The alternative could be a "hard landing" scenario for China, in which years of over-investment in housing and infrastructure are revealed to be costly mistakes.
The U.S. Debt Ceiling Debate Ends
Following the chaos likely to result from a default by Greece, it's unlikely that U.S. politicians will be willing to tempt fate by pushing for political gains in connection with the debt ceiling of the U.S. government. Politicians will quickly fall in line and support raising the debt ceiling.
Greek Banks Get Nationalized
The banks of Greece are heavily exposed to the sovereign debt of their country. A default would require many of them to seek new capital to make up for the losses, and could trigger a run on banks by Greek depositors.
It's very likely that the Greek government would be forced to declare a "bank holiday" to prevent a run. Eventually, the most exposed Greek banks would likely have to be.
Europe's Banks Rocked
Europe's banks are big holders of Greek debt. They have something like $53 billion outstanding. France, Germany and the U.K. are the most exposed.
"If bondholders were required to take a 40 percent 'haircut'—a figure thrown up by many analysts—this would translate to losses in the order of €15.6 billion," or $22 billion, according to one report.
Credit Default Swap Guessing Game
It's unknown what the exposure of various financial institutions to a Greek default through credit default swaps might be. But someone has been selling lots of protection on Greek debt over the last few years, and a default would trigger a "credit event" payout on these insurance contracts.
A Global Credit Crunch
Doubts about the stability of financial institutions with direct and indirect exposure to Greece are likely to spread. Banks may hesitate to extend credit to each other out of fear about exposures. Many will require counter-parties to hand over additional collateral, forcing assets sales. In a repeat of the aftermath of the bankruptcy of Lehman Brothers, global credit markets may seize up. Get ready to hear lots of talk about LIBOR
U.S. Money-Market Funds Challenged
Analysts say that U.S. money-market funds have more exposure to the short-term debt of European banks than many investors realize. If European banks cannot roll over their commercial paper, some of these money-market funds may find they have capital shortfalls.
Ireland And Portugal Tempted to "Just Walk Away"
The Irish and the Portuguese are facing years of slow economic growth as their governments attempts to bring down debt levels and stabilize their banking systems. A default by Greece—especially if brought about by a popular uprising in the streets of Athens—could encourage these countries to default. If Greece can force creditors to take a haircut, why should Ireland and Portugal pay in full?
The European Central Bank in Crisis
The European Central Bank is massively exposed not only to Greek sovereign debt but to the debt of Irish banks. If Greece and Ireland's banks do not make good on their debts, the ECB could be rendered insolvent, according to some analysts. Of course, the ECB is a central bank—which means it can always inflate its way back into solvency.
A Political Crisis in Germany
The turmoil across Europe may shake the government in Germany. The German people strongly oppose bailouts of what they view as less responsible countries. Any moves by the German government to alleviate the crisis caused by Greece could be met with a political revolt in the already shaky government of Angela Merkel.
U.S. Consumers Hit the Mattresses
Consumer confidence is already at a near nadir . A global credit crisis would likely convince U.S. consumers to reduce spending and increase savings. This could drag the already slowing American economy nearer to a recession
Politicians Say 'Don't Panic'
One thing is certain: Political leaders around the globe will attempt to reassure their constituents and prevent financial panics. The appearance of politicians paraphrasing Franklin D. Roosevelt's "the only thing we have to fear is fear itself" line is unlikely to make any difference whatsoever.
Protectionism Arises
Rob Subbaraman, an economist at Nomura, has warned that if Germany and France are burdened with the debts of southern Europe, “it is conceivable that to support these economies, a new form of protectionism takes house, whereby countries such as France and Germany buy more goods from them at the expense of Asian exports.”
China's Hard Landing
If U.S. consumers retreat and Europe goes protectionist, the weaknesses in the Chinese economy may become more evident. A slowdown in demand for goods from China could force the government to abandon its fight against inflation in order to keep the economy growing.
The alternative could be a "hard landing" scenario for China, in which years of over-investment in housing and infrastructure are revealed to be costly mistakes.
The U.S. Debt Ceiling Debate Ends
Following the chaos likely to result from a default by Greece, it's unlikely that U.S. politicians will be willing to tempt fate by pushing for political gains in connection with the debt ceiling of the U.S. government. Politicians will quickly fall in line and support raising the debt ceiling.
2011年6月4日星期六
如何辨識「向下炒」股票?
如何辨識「向下炒」股票?股票沒有眼耳口鼻可認，但「向下炒」股票的四大運作特點包括:拆、配、合、供。 如果四者都有齊，即使不是，也應該不遠矣。你會問，這其中幕後玩家是如何賺錢?方法有很多，而且千奇百怪，但萬變不離其宗，其宗旨就是運用上述四 招，做到狂印股票的目標。
這類股票印刷機的運作，需要一個動聽的故事。所謂「故事」，即是能夠引君入甕的賣點，引投資者入市接棒， 或者事後將一切「合理化」。「向下炒」的股票，賣點可以是轉型，可以是注資，潮流時興博彩即有博彩，流行彩票即轉型彩票業，資源、環保更加是長賣長有的故仔。
共通點是，大部分資產及業務，閣聞所未聞，而且相關業務最終無疾而終，甚至乎一些巨額收購項目，寧可蝕本出售。更加教人困惑的是系內交換資產，一項資產左手交右手，發行一堆換股債券右手交到左手。更匪夷所思的是，透過公司買入豪宅或私人遊艇，公器私用。
至於股票印刷機的做法，可以是先把股價炒高，繼而配股、發換股債、認股權證等等工具，繼而不停拋售手上所持的股票，最後是在低價配股或行使換股債、認購權證等，補回之前活出的股份，賺取中間差價之餘，再次把貨源收集。假如股價跌得太殘，滿街屍骸時，甚至乎連收集也免得做，大比例合股、供股後，貨源輕易又收齊。一段時間後，重施故技，再向下炒，反覆來回賺取差價。
這類上市公司永遠不會為股東創造價值，只是一台股票印刷機器:但要成為一部出色的機器，則需要源源不絕的「故事 」配合。
一間公司股本經過又供又合的財技運作後，其資產可能也甚為豐厚，而資產折讓往往成為另一個賣點，甚至是日後「扮 正經」的本錢。昨天提及的漢基控股(412) .其最近每股資產淨值(NAV) 接近3.9元，股價只有0.52元。
提防NAV大折讓陷阱
類似這樣的股票，看起來資產豐厚，折讓龐大，甚至令人憧憬私有化可能;不過，投資者抱有此想法可能是妄想，因為這些公司的股權結構千奇百怪，可能是A 公司持有B公司，B公司又持有A、C公 司•C公司又可能是B公司股東。股市內虛虛實實，千絲萬縷，表面分散，實為集中，貨源又拆又合，其實一早歸邊。
回到昨天文首提到，威利(273)股價在除權後大幅暴升，然後暴挫。心水清的投資者再望一下太平洋實業(767) , 中國置業投資(736)的股價表現，一樣出現過除權後股價暴升。股價暴升，又有NAV大折讓，如果閣下在此刻追入接貨 ，下一步還不走的話，要記住十年股海中 ，百萬財富隨時可以變毫子。
這類股票印刷機的運作，需要一個動聽的故事。所謂「故事」，即是能夠引君入甕的賣點，引投資者入市接棒， 或者事後將一切「合理化」。「向下炒」的股票，賣點可以是轉型，可以是注資，潮流時興博彩即有博彩，流行彩票即轉型彩票業，資源、環保更加是長賣長有的故仔。
共通點是，大部分資產及業務，閣聞所未聞，而且相關業務最終無疾而終，甚至乎一些巨額收購項目，寧可蝕本出售。更加教人困惑的是系內交換資產，一項資產左手交右手，發行一堆換股債券右手交到左手。更匪夷所思的是，透過公司買入豪宅或私人遊艇，公器私用。
至於股票印刷機的做法，可以是先把股價炒高，繼而配股、發換股債、認股權證等等工具，繼而不停拋售手上所持的股票，最後是在低價配股或行使換股債、認購權證等，補回之前活出的股份，賺取中間差價之餘，再次把貨源收集。假如股價跌得太殘，滿街屍骸時，甚至乎連收集也免得做，大比例合股、供股後，貨源輕易又收齊。一段時間後，重施故技，再向下炒，反覆來回賺取差價。
這類上市公司永遠不會為股東創造價值，只是一台股票印刷機器:但要成為一部出色的機器，則需要源源不絕的「故事 」配合。
一間公司股本經過又供又合的財技運作後，其資產可能也甚為豐厚，而資產折讓往往成為另一個賣點，甚至是日後「扮 正經」的本錢。昨天提及的漢基控股(412) .其最近每股資產淨值(NAV) 接近3.9元，股價只有0.52元。
提防NAV大折讓陷阱
類似這樣的股票，看起來資產豐厚，折讓龐大，甚至令人憧憬私有化可能;不過，投資者抱有此想法可能是妄想，因為這些公司的股權結構千奇百怪，可能是A 公司持有B公司，B公司又持有A、C公 司•C公司又可能是B公司股東。股市內虛虛實實，千絲萬縷，表面分散，實為集中，貨源又拆又合，其實一早歸邊。
回到昨天文首提到，威利(273)股價在除權後大幅暴升，然後暴挫。心水清的投資者再望一下太平洋實業(767) , 中國置業投資(736)的股價表現，一樣出現過除權後股價暴升。股價暴升，又有NAV大折讓，如果閣下在此刻追入接貨 ，下一步還不走的話，要記住十年股海中 ，百萬財富隨時可以變毫子。
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