滙豐

Lex_Ping An: missed bounce
Lex專欄:滙豐退出後平安股價下跌


滙豐全身而退,籠罩在平安H股頭上的陰雲被驅散,泰國卜蜂集團董事長謝國民作爲中國朋友的聲譽得到鞏固。但平安股價週一下跌近3%。這是怎麼回事?

Perhaps losing $240m does not hurt quite so much when you’re still $1.2bn to the good. Dhanin Chearavanont is holding a profit of almost a fifth since his purchase of 15.6 per cent of Ping An was approved late last week. But the drop in the insurer’s shares on Monday was in stark contrast to the predictions of a bounce once HSBC’s overhang was lifted. What happened?

如果你淨賺12億美元的話,那麼虧損2.40億美元或許不會太讓人心痛。自從購入平安(Ping An) 15.6%股權的交易上週獲批以來,謝國民(Dhanin Chearavanont)的利潤爲近五分之一。但該保險公司的股價在週一下跌,這與市場原本的預測——滙豐(HSBC)拋掉剩餘股份後,平安股價將反彈——形成鮮明對比。這是怎麼回事?

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