談天說地主旨 ﹝請按主旨作出回應﹞ 下頁 尾頁 | 寄件者 | 傳送日期 |
[#1] 6債 4手,唔知有冇5蚊執下⋯ 最後修改時間: 2022-05-17 18:29:46 |
pharm 正式會員 61.xxx.xxx.132 |
2022-05-17 18:28 | |
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[#2] 6債 請問5蚊、係唔係5里? |
徐福 正式會員 123.xxx.xxx.35 |
2022-05-17 22:43 |
[#3] 6債 估計101 |
kksam 正式會員 218.xxx.xxx.239 |
2022-05-17 22:47 |
[#4] 6債 漏左個字^^ 唔知有冇5佰蚊執下⋯ 最後修改時間: 2022-05-17 22:49:56 |
pharm 正式會員 61.xxx.xxx.132 |
2022-05-17 22:49 |
[#5] 6債 如果食足2.5里,要等1年。 |
徐福 正式會員 123.xxx.xxx.35 |
2022-05-17 22:49 |
[#6] 6債 #3 101我買 |
blackboyslim 正式會員 61.xxx.xxx.67 |
2022-05-17 23:18 |
[#7] 6債 係通脹掛鈎債券。 |
Kenny 正式會員 42.xxx.xxx.223 |
2022-05-18 00:12 |
[#8] 6債 滙豐暗盤價見99.19元 每手帳面蝕81元!, 明明通脹有成10%,但係個greenbbond 價咁低,反映個個唔信政府,會報真通脹數據!一係就係大戶呃人放平貨出嚟比佢! 如果明天匯豐銀行可以買到$100蚊以下,一定柯煙! 最後修改時間: 2022-05-18 16:29:20 |
Kenny 正式會員 14.xxx.xxx.146 |
2022-05-18 16:26 |
[#9] 6債 不會低於100.沒可能的。 |
徐福 正式會員 124.xxx.xxx.74 |
2022-05-18 18:34 |
[#10] 6債 [#9] 6債 不會低於100.沒可能的。 為何沒可能? 依家ibond2024做緊99.X, 有銀行大額一年期港元2.4X, 咁三年期2.5不是太吸引, 唯一優點是跟通胀走. 但4月香港通胀是1.X. |
kksam 正式會員 218.xxx.xxx.239 |
2022-05-18 19:07 |
[#11] 6債 銀行大額一年期港元2.4X ...... 中x |
呀金 正式會員 223.xxx.xxx.119 |
2022-05-18 20:08 |
[#12] 6債 "政府推出的首批綠色零售債券於周四(19日)上市買賣,周三(18日)率先在證券行進行暗盤交易,於輝立交易場收市報99.65元,較發行價100元低0.35元,每手帳蝕35元,創歷屆政府發行通脹掛鈎零售債券以來的最差暗盤表現。耀才交易場則收報99.95元,略低0.05元,以每人可穩獲4手計,4萬元本金共帳蝕20元,不計使費及孖展息。" |
new+man 正式會員 183.xxx.xxx.2 |
2022-05-18 23:15 |
[#13] 6債 低過102長揸... |
pharm 正式會員 61.xxx.xxx.132 |
2022-05-19 00:06 |
[#14] 6債 the value of the bond should equal the sum of 1. yield of 3 yr hk govt bond derived price 2. bermudan call option of hk inflation with a strike at 2.5% the first one is about 100.75 tonight. the second is anybody's guess, but given hk house price is not going to fly any time soon, the value of the option is quite low. hence the appropriate mid market for this bond is about 101. Mid market, that is. to say that inflation is high is fine, but you also need to know what comprise hk cpi. house price is an important factor. you are free to say that the govt numbers are not reliable. but the fact and truth is the reported hk inflation is not going to be too high. can it be lower than 100 ? if your wonderful bank or broker say so, it is. to pay 102 for the bond, you can have as much as you want, maybe up to 20 bio ( the issue size ) 最後修改時間: 2022-05-19 03:06:28 |
hkzt3105 正式會員 151.xxx.xxx.12 |
2022-05-19 03:02 |
[#15] 6債 and just to add one more point HKMA aggregate balance is and will continue to go down, and at a certain point the overnight rate of hkd will have to go up. 3 yr hk govt bond yield will go up ( and bond price down ). as such, a month or two later ( most likely after mid jun fomc ), the fair value mid market is very likely to be below 100 ( you bank or broker will even be lower i suppose ) |
hkzt3105 正式會員 151.xxx.xxx.12 |
2022-05-19 03:09 |
[#16] 6債 連登好似話租金佔咗通脹數據約40%,如果租金唔升,通脹升唔到上去。 我明白利率趨勢向上,債券睇淡。但係通脹掛勾債券係浮息,至少可以跑赢通脹。事實上宜家香港乜嘢都貴到阿媽都唔認得,但係政府話宜家通脹只係1.7%,堅離地,可能常壓低工務員加人工,但係通脹數據遲早反映岀嚟。 |
Kenny 正式會員 14.xxx.xxx.14 |
2022-05-19 09:24 |
[#17] 6債 下之市民唔會認, 如果真的想買,直接市場買算了, |
Chia 正式會員 112.xxx.xxx.155 |
2022-05-19 09:42 |
[#18] 6債 #17 唔見銀行有二手債綠債買到, 想研究下可以邊度買到 |
blackboyslim 正式會員 61.xxx.xxx.67 |
2022-05-19 09:51 |
[#19] 6債 滙豐食水深...... |
Kenny 正式會員 42.xxx.xxx.223 |
2022-05-19 10:13 |
[#20] 6債 ..99.7 |
老吾老 會員 203.xxx.xxx.13 |
2022-05-19 14:55 |