星期六, 十月 11, 2008

买进前的功课1-- 回顾1998

金融海嘯升級‧美股開市再暴跌‧全球股市狂瀉3至10%

吉隆坡)美國金融危機深不見底,全球經濟衰退烏雲籠罩,導致巨熊踐踏全球股市。在全球金融海嘯升級下,全球股市奄奄一息,狂瀉3至10%。

美國紐約股市週五(1010日)開市再暴跌,道瓊斯工商指數一度暴跌682點或7.9%,跌破了8000點,但不久後回升至8000點以上

不過,美股早盤仍擺脫不了劣勢,至時間週六凌晨12時許,道指大跌200至300點之間。

道瓊斯工商指數週四(10月9日)晚上隔夜暴跌678.91或7.33%,收在8579.19點,突顯市場對全球金融緊縮的不安加深。

東京股市停市15分鐘

在歐洲方面,儘管主要中行聯手降低利率應對危機,不過慮經濟衰退憂慮加劇,信貸市場更幾乎癱瘓,三大指數同步下挫逾1%。

母熊進一步踏足亞股,跌幅介於3至11%;當中,日本東京股市在早盤瀉逾10%,一度停市15分鐘,暫緩市場恐慌心理。

香港在金融股與地產股領跌下,深跌逾1300點或8.2%,丟失15000關;韓國與澳洲股市也一狂跌,猛瀉逾8%。

綜指暴挫34.88點

此外,新加坡第三季經濟宣告萎縮,加深東南亞經濟衰退的陰影,東南亞股市慘跌3至8%。

大馬股市也無法幸免,綜指連破三關,暴挫34.88點或3.60%,更一度出現全場上升股只剩6隻的窘境。

台灣慶祝雙十節國慶日而休假;印尼股市原定在今日(週五,10月10日)恢復交易,也在全球股市風聲鶴唳下繼續“無限期停市”。

日本有98年歷史的壽險公司大和(Yamato)週五宣佈,將向法院申請破產保護,是日本7年來首倒閉的壽險公司。

英法德跌勢慘重

儘管主要中行聯手降低利率來應對危機,但亞股崩盤情緒延燒至歐洲股市,英法德3大股市指數週五開盤跌勢慘重,盤中暴跌介於7至10%。星洲日報/財經‧2008.10.10

噢,跌跌跌!!!

1997,1998 多遥远啊,金融风暴来的初期,我刚好需要现金买第二间屋,狠狠的套利了160,000,跟银行借240,000, 因此逃过一劫,但也因此没多少现钱捞底,这回,嘿嘿嘿。




这是在cari非常值得参考的贴子。我也翻出了1998年的555小簿子,也幸运的还收着icapital丛1998到2002的每周newsletter,下来要好好温故而知新了

8 条评论:

雷門 说...

很不錯的回顧!
謝謝分享。

yy 说...

大夫;
记得把功课放上来哦^^

匿名 说...

Dr:
I am also reading some collections of the old ICAP. However, I had missed a few newsletter of the ICAP for year 1998 (vol9 no44 30/7/98, and vol9 no26 26/3/98
).

Do you mind lend me the copy for photo copying?

Thanks first!

Giap Seng

CH Tan 说...

谢谢雷门。

yy:慢慢分享啦。

giapseng:你运气好,我有,弄好(那字不能用)了才叫你来拿。

匿名 说...

Thanks Dr,

Tan Teng Boo is still very optimistic on the stock market. Different from the 97 crisis (which he called Great Asian Crisis), we was having depression watch in his newsletter that time. However, this time, he seems to be very bullish.

His cash level vs equity in his portfolio. It was very very high, and hence this shows his confidence in the stock market, despite the market turbulance.

My email is utmseng@hotmail.com

Giap Seng

CH Tan 说...

giap seng,

I can't open my mailbox,so write here, please come and collect 15.12.08(tomorrow),i will be there 9.00 am to 6.30 pm.thanks

匿名 说...

Thanks Dr,

Hope next time can visit you, not because I am sick and need medical consultation, but to have some chat with you again on the stock.


Giap Seng

CH Tan 说...

giap seng,

I knew nothing about investing and stocks and didnt you realise I were talking rubbish and got nothing great to show?

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