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股市奇观大众汽车连续暴涨成为世界第一市值公司最后跟贴：原帖由 RichC 于 2008-10-29 09:52 发表估计那些hedge funds要破产了，呵呵如此一来长仓里的股票都要抛售，其它蓝筹股怕要狂跌一把。最后发表：不会游泳的鱼	RichC 2008-10-29 08:39	62250	不会游泳的鱼 2008-10-29 08:55
大摩“屡发屡中”背后的真实意图最后跟贴：汇丰控股的“巧合” 　　香港不愿公开姓名的投行人士对本报说，“恒指今天恐慌表现可能跟一个事件有关，这就是摩根士丹利对于港股超级蓝筹——汇丰控股(0005.HK)的目标价调整。” 　　约在10月24日，摩根士丹利把汇丰控股目标价从100港元下调至75港元。原因是担心汇丰控股的利润增长势头放缓、股价开始跑输大市。摩根士丹利称，汇丰控股不能不受英国/欧洲和亚洲经济普遍滑坡的影响，即其利润和现金流将面临更大压力，股息面临更大风险，预计2009年股息将减半。维持减持评级，因为汇控较其他英资银行股拥有巨大估值溢价。　　前述投行人士感叹，“上周摩根士丹利的预测竟然在今天分毫不差地实现，10月27日汇控恰好就跌14.773%报75.000港元，你说这是个巧合吗？” 　　他说，“如果将一些事件联系起来，可以发现，持有不少汇丰控股股权的苏格兰皇家银行(RBS)刚刚确认资本充足比率不足，需要融资或者回收投资资金以保障资本充足率，假设有投行为RBS做一个“系统性抛售计划”的服务，那么有可能，该投行可能结合汇丰控股75港元目标价的研究报告，同时找来其他投资者来做一些衍生产品，这些衍生的特点是在汇丰股价触及75元时，持有这些衍生产品的投资者将买进汇控股票，这样一来，RBS的抛售计划就很容易被‘制作’出来，在汇控股价高于75港元时，RBS可以在市场上抛售汇控股票，然后在下午收市前的集合竞价时段，将汇控的股价打到75港元，这样的话，衍生品持有者就触发了执行衍生合约的临界点，最终RBS成功地将手中的汇控股票以高于或等于75港元的价格清掉。” 　　前述人士续称，“持股规模变化的公告一般要交易后5个工作日才发布，届时只要看一下RBS对汇丰控股的持股规模，今天恒指狂跌的真相就明确了。在这次金融风暴中，汇控的表现相对于很多同行算是很好的，它至今未需要向市场融资、也没有在市场上供股，现在它是9倍的PE。作为超级大蓝筹，很难从基本面上去解释汇控今天狂跌。” 最后发表：不会游泳的鱼	不会游泳的鱼 2008-10-29 08:46	11346	不会游泳的鱼 2008-10-29 08:47
。。。。。。。。。。。。。。。你就别八卦了 - [阅读权限 110]	heroxk 2008-10-28 18:46	41104	51688 2008-10-29 08:10
大家是不是觉得现在澳洲股市和汇市和80年代末很像？最后跟贴：这次比87年更折腾人。。。最后发表：黑山老妖	gandalf 2008-10-16 15:34	51734	黑山老妖 2008-10-29 07:01
你要说我看澳元，可以追溯到11年半前。最后跟贴：那时候美元对人民币的汇率不一样啊最后发表：全家桶	tanshen 2008-10-28 19:49	11558	全家桶 2008-10-28 22:00
（转帖）超级强文：终于发现我们真的错怪了美国！最后跟贴：金钱世界的规则. 中国现在在 WTO 也只是其中的棋子. 值得注意. 最后发表：thya2008	gandalf 2008-10-20 19:42	142266	thya2008 2008-10-28 16:14
弱弱的问：现在用美元买澳币合适吗？在哪家银行可以买最后跟贴：最后发表：sunrise	嘟do 2008-10-28 10:34	31538	sunrise 2008-10-28 11:10
转: 澳元兑美元10月27日分析最后跟贴：看来还不是买的时候. 最后发表：likespring	jerrywang 2008-10-28 08:42	72140	likespring 2008-10-28 11:09
Time-out for Allco --对ALLCO 来讲已经没时间了 FROM THE AGE NEWS 最后跟贴：Time-out for Allco---对ALLCO 来讲已经没时间了 http://business.theage.com.au/bu ... 28-5a3f.html?page=2 虽然ALLCO 的CEO 也已经做了很多的努力，但结果可能还是best option for Allco directors would be to file for a wind-up.除非有什么奇迹。 Ever since the credit crunch, the banks have been busy perfecting their security over the so-called Bad Boys: the likes of Allco, Centro and ABC Learning. That is, they have sought to prop up the Bad Boys with a credit lifeline in return for a secured charge. In so doing they replace their unsecured negative pledge positions with secured creditor status and therefore rank ahead of shareholders in a wind-up. Anybody unfortunate enough to still own shares in the Bad Boys, or foolhardy enough to have waded in for a spot of bargain hunting, should be under no illusion the prospects for the survival of your equity are remote. Under company law, a charge that has been taken over a company's assets can be rendered void if the company goes bust within six months of that charge being taken. In the case of some credit meltdown victims, we are approaching that six-month threshold now. Once the banks have taken their charges and seen out that six-month period, shareholders can kiss their chance of a return goodbye. Shareholders must be aware of this and should put pressure on so-called independent directors to protect their rights. If independent directors deem that the banks are merely perfecting their security and the company has little hope of surviving in the longer term they should appoint a voluntary administrator. Allco poised Let's look at the case of Allco. The banks were granted their charge on May 6. The six-month period for the banks to perfect their security is up on November 6. There is a little over a week then before shareholders get to line up behind the banks. Here's the background for the ten-day ultimatum given by Allco directors to its banking syndicate. Allco reported on May 1, " in order to obtain the bridge facility extension and as a condition to the other senior banks continuing to negotiate the restructure of Allco's senior debt facilities, the banking group required Allco and each of its subsidiaries who are currently guarantors of the senior debt to grant security over all of their assets to the senior banks." At that time, there had been no financial default by Allco and all interest and principal repayments had been made but the relevant market capitalisation clause caught the company out and the banks used their negotiating position to obtain security via a debenture charge. Since then, the senior debt has been reduced by around $350 million, from $1 billion to $667 million as of 17 October 2008. This is not a bad effort from chief executive David Clarke and his corporate repairment. And it is certainly better than a forced sale given that the company retains its "crown jewel" operations. At June 30, Allco's net tangible assets (adjusted for minority interests and deferred tax assets) stood at $21 million. There was some commentary that the carrying values of the assets of the company undervalued its main shipping and aircraft leasing businesses. Asset values shrink But the economy has since deteriorated, dragging realisable values along with it, indeed to the point that there may now be a deficiency of assets. In other words, equity value in the company is probably zero, a fact that has been readily implied in the market price of the Allco ordinary equity for months. The stock prices have reflected option value only. What happens if/when Allco goes caput? The loss to be suffered in the event of an administration falls firstly on the unsecured creditors of Allco, the largest constituent part of which are the holders of Allco Subordinated Notes (AFGHA). These notes were issued in mid June of 2007 at a face value of $100 per note, raising $350 million. Typically, the notes were subscribed to by income funds and pensioners or retirees looking for a steady but unspectacular payment of interest until redemption. They have received anything but. However the granting of security by Allco to the banks on May 6 has had a terrible effect on their position. Instead instead of ranking equally with the senior debt holders, they now rank behind them. Instead of sharing any return they will only get to see the crumbs left over after the banks have fed, if there are any crumbs to be had. While the granting of security was permitted under the terms of the note, noteholders could hardly have anticipated that this would have occurred just ten months after the notes were issued. Banks' security As for the issue of the banks' security being voidable by a liquidator within the six-month period, this issue is paramount for the board of Allco. The senior debt holders provided no additional advance in exchange for their first-ranking debenture but have simply used their superior negotiating position to oblige the issuance of the debenture security at a time when Allco was still complying with its obligations under the lending agreements. By doing so, they have been elevated from being unsecured creditors to holding first ranking security. Their win is a noteholders loss. Against this background, you can bet the banks will bend over backwards in their speed to grant Allco an extension of time to meet a revised debt repayment plan. The banks need only wait till November 6 and their security will be perfected. The Allco directors should seriously consider whether an extension is in the interest of the stakeholders of the company. Are noteholders and shareholders better served by placing the company into liquidation? It would appear so. The economic havoc has only got worse. It will persist for some time as asset values come under further pressure amid the rush to deleverage. Shipping rates have reduced significantly in the face of looming global recession and airline leasing faces a harsh operating environment. Property prices are unlikely to recover for years. Unless this logic is faulty it would appear the best option for Allco directors would be to file for a wind-up. mwest@fairfax.com.au BusinessDay At June 30, Allco's net tangible assets (adjusted for minority interests and deferred tax assets) stood at $21 million. There was some commentary that the carrying values of the assets of the company undervalued its main shipping and aircraft leasing businesses. Asset values shrink But the economy has since deteriorated, dragging realisable values along with it, indeed to the point that there may now be a deficiency of assets. In other words, equity value in the company is probably zero, a fact that has been readily implied in the market price of the Allco ordinary equity for months. The stock prices have reflected option value only. What happens if/when Allco goes caput? The loss to be suffered in the event of an administration falls firstly on the unsecured creditors of Allco, the largest constituent part of which are the holders of Allco Subordinated Notes (AFGHA). These notes were issued in mid June of 2007 at a face value of $100 per note, raising $350 million. Typically, the notes were subscribed to by income funds and pensioners or retirees looking for a steady but unspectacular payment of interest until redemption. They have received anything but. However the granting of security by Allco to the banks on May 6 has had a terrible effect on their position. Instead instead of ranking equally with the senior debt holders, they now rank behind them. Instead of sharing any return they will only get to see the crumbs left over after the banks have fed, if there are any crumbs to be had. While the granting of security was permitted under the terms of the note, noteholders could hardly have anticipated that this would have occurred just ten months after the notes were issued. Banks' security As for the issue of the banks' security being voidable by a liquidator within the six-month period, this issue is paramount for the board of Allco. The senior debt holders provided no additional advance in exchange for their first-ranking debenture but have simply used their superior negotiating position to oblige the issuance of the debenture security at a time when Allco was still complying with its obligations under the lending agreements. By doing so, they have been elevated from being unsecured creditors to holding first ranking security. Their win is a noteholders loss. Against this background, you can bet the banks will bend over backwards in their speed to grant Allco an extension of time to meet a revised debt repayment plan. The banks need only wait till November 6 and their security will be perfected. The Allco directors should seriously consider whether an extension is in the interest of the stakeholders of the company. Are noteholders and shareholders better served by placing the company into liquidation? It would appear so. The economic havoc has only got worse. It will persist for some time as asset values come under further pressure amid the rush to deleverage. Shipping rates have reduced significantly in the face of looming global recession and airline leasing faces a harsh operating environment. Property prices are unlikely to recover for years. Unless this logic is faulty it would appear the best option for Allco directors would be to file for a wind-up. mwest@fairfax.com.au 最后发表：jialiren	jialiren 2008-10-28 10:57	01223	jialiren 2008-10-28 10:57
澳元已经跌到0.6014 最后跟贴：还要多久? 最后发表：我是老人	不会游泳的鱼 2008-10-28 07:15	11514	我是老人 2008-10-28 08:05
澳元汇率本周可能跌破US60c 最后跟贴：希望这一周完成最后一跌最后发表：RichC	一炷香 2008-10-27 10:43	122088	RichC 2008-10-27 23:22
请教外汇版的达人们：为什么现在美元会这么强。最后跟贴：原帖由 megajet 于 2008-10-27 23:24 发表美国那7，8千亿的救市的钱哪儿来的？还不是从世界各国“吸”来的。美元作为货币也是一种商品，市场上少了，自然就贵了萨。同意这个观点，现在美国又不敢肆无忌惮的印钞票，所以没有奇缺。最后发表：aussi	maleela 2008-10-27 19:03	91850	aussi 2008-10-27 22:29
让我先笑一下，然后哭哭哭最后跟贴：原帖由 tanshen 于 2008-10-27 19:13 发表特别是2006年9月开始到2007年7月,我是经常看汇率牌价,真没太低的,要的那天最后去上海的复旦大学旁的中国银行兑换了最后出国前一次,还是6.53人民币.之前在蒲东的中国银行还交易了一次,也是6.49 卡哥还去过复旦大学旁的中国银行-五角场-离美国的五角大楼的很近的？行程复杂，不单单在北京？ [ 本帖最后由 jialiren 于 2008-10-27 23:15 编辑 ] 最后发表：jialiren	tanshen 2008-10-27 17:44	131799	jialiren 2008-10-27 22:12
澳元持续下跌的可能原因最后跟贴：我觉得重要的原因在于目前澳元利率太高，市场普遍认为澳元还要不断地降息。只有RBA一次性降息2%，向市场发出澳元没有减息空间的信息了，澳元才会止跌。不过我想RBA不会这样做的。（纯属个人看法，haha）最后发表：flyWithoutWing	flyWithoutWing 2008-10-27 21:40	01572	flyWithoutWing 2008-10-27 21:40
感觉澳股还有很大的做空空间最后跟贴：自从政府保障存款之后，那些基金遭遇赎回潮，很快他们就要洗仓了吧，而且这两天没有跟随亚洲股市暴跌，补跌空间巨大啊。最后发表：不会游泳的鱼	不会游泳的鱼 2008-10-27 21:30	01357	不会游泳的鱼 2008-10-27 21:30
问下现在在这边存保证金用什么币种合适最后跟贴：我州政府担保需要20000澳币，我想问下大家，现在用哪个银行的账户比较好呢？考虑到现在澳币一个劲的跌，也不敢换成澳币有点问下各位换成美金合适么？要是换成美金存的话，存哪个银行手续费比较少的啊？谢谢诸位咯最后发表：helnandez	helnandez 2008-10-27 21:05	01273	helnandez 2008-10-27 21:05
抱歉，您尚未输入标题或内容你就别八卦了 - [阅读权限 255]	gkgkgk 2008-10-27 17:04	14606	T-shirt 2008-10-27 20:27
股市可能又一浪要来了最后跟贴：原帖由 gandu 于 2008-10-27 20:19 发表跌了12%啊最厉害的时候跌了15%，尾市估计是即日沽空平仓盘拉回来一点。这个世界彻底疯狂了啊！ [ 本帖最后由不会游泳的鱼于 2008-10-27 21:06 编辑 ] 最后发表：不会游泳的鱼 ...2	不会游泳的鱼 2008-10-22 15:34	363903	不会游泳的鱼 2008-10-27 20:04
换汇的经验教训大家谈最后跟贴：现在是非常时刻，理论的东西都不怎么适用最后发表：terran	sweeet 2008-10-27 17:31	21807	terran 2008-10-27 19:37
关键目前是在澳洲,而且是挣澳元. 最后跟贴：卡哥你都混成皮靴族了! 再拜一下. 最后发表：hsmw	tanshen 2008-10-27 18:10	11275	hsmw 2008-10-27 19:25
今天我再次出手了，换了一次最后跟贴：你这么肯定还不如炒汇，把杠杆调整到1：400 嘿嘿。最后发表：masakiwangjun	tanshen 2008-10-27 17:30	11574	masakiwangjun 2008-10-27 18:20
我个人感觉降息空间有限最后跟贴：下次好像是11月4日拭目以待最后发表：turboming ...2	小小强 2008-10-26 20:06	453599	turboming 2008-10-27 15:44
Aussie dollar永垂不朽！！最后跟贴：原帖由揸fit人于 2008-10-27 09:56 发表 Aussie dollar很顽强啊！虽然本贴俺在２３号预测了Aussie dollar在２５号暴跌，其还能在６０c线上挣扎一番多少有点出人意表。。。 aussie dollar 大难不死，必有后福最后发表：gandu ...2	揸fit人 2008-10-22 23:16	304013	gandu 2008-10-27 15:11
从大局观看中国股指的中长期运行(转载) 最后跟贴：四季度反弹行情马上启动。再耐心点。最后发表：Ben2009	anny_shi 2008-10-26 18:52	31632	Ben2009 2008-10-27 10:17
天呀! 澳币最后跟贴：原帖由 Devil_Star 于 2008-10-26 19:42 发表 Only god or god's god knows what's going to happen. What I said in forums earlier are what i think would be happening, even though I'm 90% sure but I won't put my house on it. I said it just to sh ... plz, i m not questioning u why u dont trade forex.... god knows things and sometimes ppl know better... 最后发表：TheWayIam ...2	cg8180 2008-10-24 21:48	324430	TheWayIam 2008-10-26 21:28
10月9日起对个人投资者证券交易结算资金利息所得暂免征收个人所得税--来源：财政部最后跟贴：国信证券何诚颖：政府意在稳定市场情绪 2008年10月26日 15:51和讯财政部、国家税务总局决定自2008年10月9日起，对证券市场个人投资者取得的证券交易结算资金利息所得，比照储蓄存款利息所得，暂免征收个人所得税。和讯网就此连线国信证券总裁助理何诚颖博士，予以解读。何诚颖介绍，证券交易结算资金利息所得，对个人投资者而言由于数额甚少，因此征收与否，对投资者的影响甚微。此前，这一税种几乎不为人们所知。在美国金融危机波及全球的当下大背景下，全球股市拾级而下，中国股市未能幸免。何诚颖称，此番出台这一政策，体现了中国政府呵护市场情绪、稳定市场信心的良苦用心。何诚颖认为，这一政策出台，对A股运行影响甚微，但不会有坏影响。最后发表：jialiren	jialiren 2008-10-26 17:44	11310	jialiren 2008-10-26 20:30
请教澳洲基金的几个问题最后跟贴：不好意思，上面那个错了。这个：http://www.oursteps.com.au/bbs/viewthread.php?tid=40579 最后发表：黑山老妖	wdmznzd 2008-10-26 13:45	31560	黑山老妖 2008-10-26 19:56
澳洲－下一个冰岛！？最后跟贴：中国钢材滞销，钢厂纷纷减产，对铁矿的需求没有以前那么大了，今年下半年开始铁矿就已经是供大于求了。对澳洲的铁矿，需求还是有的，但2009年啥价格就难说了，业界普遍预测会跌15-20% 最后发表：allan99 ...2	fangfang1 2008-10-20 18:14	554913	allan99 2008-10-26 16:32
澳元欧元英镑陷暴跌狂潮中国双铁披露惊人损失最后跟贴：我靠,媒体的忽悠能力真强,外汇有升有跌,正常不过了,人家那些外汇是在外国投资的实体项目的,又不是炒外汇或者马上把资金撤掉然后换成人民币最后发表：Guevara4Ever	audream 2008-10-25 23:47	21658	Guevara4Ever 2008-10-26 15:04
请问大家帮国内朋友买东西时按什么比价收人民币啊？最后跟贴：最近帮朋友买奶粉，准备收点人民币在淘宝上买东西。但是不知道应该按照中国银行的哪个比价算？现汇买入价？现钞买入价？卖出价？基准价？中行折算价？谢谢了~~ 最后发表：gascoigne	gascoigne 2008-10-26 14:20	01466	gascoigne 2008-10-26 14:20
中石油海外资产半年贬值180亿澳元最后跟贴：年底报表一合并，就知道倒底亏了多少了人民币今年升值这么多，国企投资海外的钱肯定缩水最后发表：RichC	audream 2008-10-25 23:38	11797	RichC 2008-10-26 00:27
a股和h股的溢价分析最后跟贴：溢价主要还是因为国内投资者投资选择太少，由于投资品种的稀缺性而导致溢价香港投资者是可以全球自由选择投资的，所以定价也更国际化一点最后发表：RichC	油花生 2008-10-24 01:45	121575	RichC 2008-10-25 21:19
昨天出手换澳元，又失手了，哭哭哭！最后跟贴：原帖由 tanshen 于 2008-10-25 12:59 发表我心态有什么不好，你就坚信澳元不会到5。5吗？澳元到7我笑，因为我挣澳元，澳元到4我也笑，因为我手上还可以换。卡哥终于转泣为笑了。最后发表：西北农夫	tanshen 2008-10-24 17:59	243260	西北农夫 2008-10-25 19:50
澳洲有没有Accumulator？最后跟贴：I kill you later的规则好像对投资者很不利，赚钱有限，亏损无限。最后发表：不会游泳的鱼	炸鸡翅 2008-10-25 18:24	11477	不会游泳的鱼 2008-10-25 19:07
熊市最可怕的7种错误(ZT) 我基本都犯了最后跟贴：呵呵，很想知道,除了这些还有什么别的什么选择吗?不炒? 最后发表：bluebabyface	zmzhu 2008-10-25 14:08	21339	bluebabyface 2008-10-25 15:38
道指企稳，反弹可期最后跟贴：澳股大反弹的机会比较小，因为周五跌得不多。港股周一应该可以来一个大反弹，这波估计过不了14000，又掉头往下坠。最后发表：不会游泳的鱼	铁板烧 2008-10-25 09:50	61806	不会游泳的鱼 2008-10-25 14:59
请问首页里的外汇汇率是即时的吗？最后跟贴：原帖由虾米于 2008-10-24 23:46 发表什么是买入价，什么是卖出价？可以简单的说一下吗？以银行作为第一人称，买入价就是银行从你手里买，卖出价就是卖给你的价格最后发表：aussi	ukbing 2008-10-24 22:07	41547	aussi 2008-10-24 23:05
去哪里可以有人民币换澳币的？最后跟贴：我的意思是说，据大家所知，哪个公司或者是商业机构的汇率是比较好的，有他们具体的地址吗？还望各位TZ们指点迷津。:) 最后发表：虾米	虾米 2008-10-23 22:23	32489	虾米 2008-10-24 22:41
deleted 最后跟贴：人心惶惶啊 ,,什么世道啊最后发表：chyy ...2 3	abc07 2008-10-9 10:48	698082	chyy 2008-10-24 21:15
（转帖）郎咸平：未来和下一代很悲惨，我都不想讲了最后跟贴：说的有道理, 中国在环境保护和能源开发上, 确实一点都不为下一代考虑. 最后发表：CheerLeader ...2	gandalf 2008-10-19 15:37	394367	CheerLeader 2008-10-24 20:30