sgusers5的部落格

　　【本報訊】上海自由貿易區可能成為人民幣自由兌換的試驗場，儲存倉渣打香港亞洲區高級經濟師劉健恆表示，自貿區模式若證實可控，不排除3年內複製至全國其他城市。倘模式證實可控 有機成事　　劉健恆舉例指，內地09年開放跨境人民幣貿易結算試點最初只有5個地區，在兩、三年內擴展至全國，他認為，自貿區對香港或其他離岸市場的中長�影響絕對正面。　　對於銀行公會下周北上拜訪財金官員擬表達放寬個人兌換上限2萬元人民幣的訴求，劉健恆指，就個人兌換人民幣上限而言，只要有新措施能提高用家參與均為好事。　　受惠本迷你倉最平、新加坡以及台灣的離岸人民幣存款強勁增長，帶動8月份渣打人民幣環球指數（RGI）按月升1.8%，劉健恆預期，未來幾個月RGI有望持續上升，反映離岸人民幣活動將會增加。港人幣存款 今年底料7500億　　他又預期，至今年底，本港人民幣存款將達7,500億元。截至8月底止，本港人民幣存款為7,094.63億元。　　渣打就離岸人民幣企業調查首次加入美國企業，劉健恆指，美國企業相對其他地區企業採用人民幣較為審慎，需要更多時間接觸和了解使用人民幣，現時美國企業採用的人民幣產品主要為外�和貿易相關。迷你倉

代理鐘錶品牌�前香港鐘表業總會主席兼百利建集團董事總經理陳正欣（Daniel），迷你倉去年跨過界代理有四十年歷史�英國男裝品牌，結果愈做愈興起，決定開第二間分店。位於中環黃金地段�新店正進行裝修，Daniel好緊張，日前特登抽空去巡視，就算現場灰塵飛揚都冇有怕。陳正欣推開密封�木門，進入裝修緊�店舖巡視。（陳嘉順攝）當日下午大約兩點半，打扮一絲不苟�Daniel�置地廣場出現，佢落車後就直入商場地庫，途中巧遇一位西裝打扮�年輕人，兩人笑笑口指手畫腳，睇�好�傾。告別友人後，Daniel行到一間用木板封住晒�舖位門口，自己郁手開門入去。月底開幕賣西裝Daniel�入邊逗留大約五分鐘，卓文件倉趁佢出�打算離開時同佢傾兩句。Daniel話，新舖預定今個月底開幕，佢擔心裝修進度跟唔上，所以專程去睇�，睇完之後個心安樂晒，因為進展良好。佢話去年十月首次引入呢個時裝品牌，首間分店位於銅鑼灣，受到眾多內地及香港一線男星愛戴。不過如果想消費者熟悉，免不了要開多幾間分店，所以佢咪打鐵趁熱，�中環�品牌集中地開多第二間分店囉。香港人鍾意扮靚，但係太多花臣�西裝洋服未必適合行政人員，所以Daniel穩紮穩打，睇中品牌�特色係款式及剪裁大方，重現英倫紳士風格，有一定�捧場客。Daniel眼光咁精準，咁下一步係做乜�生意呢？佢笑笑口話，�緊打算引入意大利鞋履品牌，預計首間店舖明年初開幕。卓妮存倉

曾稱《半澤直樹》根本就是一部穿西裝的武士劇，mini storage所謂刻劃銀行內的忠奸人性，倒不如在看著日本古代一「藩」之內部人治管理和私心糾結。看畢第10話大結局，如觀罷一場激烈的舞台劇，看到血壓上升，那些一流演員的演技委實出神入化，收放自如，最內斂的角色是行長，「藩主」是也。俺看到最後已經聯想起黑澤明著名電影《椿三十郎》(香港中譯：《穿心劍》)中很多東西。半澤直樹就是椿三十郎化身，一柄出鞘的刀，鋒芒太露。《椿三十郎》中，尊貴的老夫人曾對椿三十郎點化說：「你鋒芒太露，這是你的弱點。」「你像把出鞘的刀。」「你像把無鞘刀，鋒利。但好刀應在刀鞘裡。」而狡猾的睦田總管被救出後，說椿三十郎是「非等閒之輩，有他在，我面子上掛不住。」這些可不是《半澤直樹》中老行長心中的心思嗎！將功臣調出銀行外的部門，就是要給他這柄出鞘刀放回鞘內，看這柄刀能否將來配在身邊，成為忠心武士。記得老行長的教誨啊！「人的價值不能用金錢來衡量。銀行職員不應該看錢，而是看人。」所以老行長能位極人臣，他是最懂搞「人和人之間的交往」，乃用人之術是也。借勢成為良機，簡簡單單便收服了懷野心和手段強橫的大和田，將另一派系之首，納入自己身邊成為忠心家臣，厲害的老狐狸。而對半澤直樹則準備好好修理這柄無鞘刀，因為一旦弄不好，將來會被其鋒刃所傷，此刀雖好，但會很難駕馭，所以要給其一鞘蓋其鋒芒，流放在外，靜觀此身手不凡的年輕武士其忠誠，留一手，將來大有利用地方。老實，行長何以說「很尊重」大和田這個所謂大奸人呢？其中含意是最重要的訊號，銀行最終需要大和田這類價值觀的人來營運，就是好天送傘，下雨收傘，無情念的銀行放債人。半澤直樹那套人道價值觀來作為銀行家，分分鐘會出現感情用事，這不是經商的行為思想，亦不是能協助藩主進一步得天下的人。雖然半澤直樹武功高強，上商業戰場時不可少，但不是留在身邊統籌，如何出謀略奪天下的好幫手。這就是老行self storage所想的，其實最老謀深算，可能最「奸」的就是他。大和田，其人在家中太太大人眼中，可是一名好丈夫，有情有義幫她還大筆債務，他在太太面前甚麼氣勢都沒有了呢！此乎這種切割式表裡看所謂「忠、奸」，是《半澤直樹》劇中另一個探討的主題。下一輯的《半澤直樹》，好肯定的推斷，所謂忠奸大鬥法上，應該老行長粉墨登場了，他的演技亦相當利害的，記得那部《華麗一族》嗎？ 北大路欣也就是演那名有兩件老婆，一件是華族，一件是情婦，一個鬱結陰沉霸氣的有錢人，相當擔戲。半澤直樹當董事會眾人面前訓斥大和田常務的是：「你要道歉的對象不是我。而是至今為止在雨天被你收回雨傘，如蜥蜴尾巴般被拋棄的所有人和公司。」「那些雙膝跪地拼命求你，即使被你挖苦、鄙視，但是為了拼命保護家人、公司這些最珍貴的東西， 而向你下跪的人們的痛苦、氣憤、不甘，我也要你嘗嘗這些滋味……」「快下跪！(咆哮地向大和田叫，在行長面前)」好了，這段對白相當大快人心，不少人都會懷此種一腔正義，是以人做本位的價值觀。但對野心家和大商家，或者要一心得天下而無視生靈塗炭的古代戰國梟雄，這種不是他們的價值觀呢！現在大家應該理解到，何以老行長會說出所謂素來尊重大和田常務那番話，他們是懷相同價值觀的銀行家，半澤直樹尚未到火候。這部神劇結尾來記反高潮，沒有華人社會戲劇之忠有好報，奸被斬首那種老套橋段，俺覺得很妙，因為更加反映現實和更有血肉。我們的社會其實充滿著老行長和大和常務這類人，往往是平步青雲執權力之輩，他們自有一套其能力和取向，我輩不識時務者，徒有一腔所謂正義和普世價值觀，又如何？現實，是沒有半澤直樹的，但有不少想做半澤直樹的人，對吧！要理解真正傑出的武士，應該把劍藏在鞘中，而不是常常拔刀出來使用。東方社會還是不要鋒芒太露比較穩陣。草草一刀：跟日本清酒和劍道結下不解宿緣的人blog：sake-katana.blogspot.com/mini storage

紡織業進入第4季傳統旺季，self storage加上越南近期可望加入TPP（跨太平洋經濟戰略夥伴協定），當地紡織品出口將享有關稅優惠，讓紡織族群國內在越南有設廠儒鴻（1476）、聚陽（1477）及其相關供應鏈等「越南紡織概念股」近期股價強勢上漲成盤面焦點，凱基證衍商部建議投資人可利用權證參與紡織旺季行情，利用小金搏大利。越南TPP法案通過後，未來將可享有輸美日免關稅利基，對已在越南設廠生產台商來說將成主要受惠族群。其中儒鴻在越南同時設有織布mini storage成衣廠，在越南加入TPP後，儒鴻將能在原本強大訂價優勢下，額外享受降稅優惠，近期股價創下歷史新高300元；儒鴻原料供應商東隆興（4401）逼近百元大關，股價表現強勢。凱基證券衍生性商品部建議，看好紡織題材投資人可多利用認購權證參與行情。更多權證資訊請參考凱基衍商網HTTPS://DERIVATIVES.KGI.COM.TW。＊【權證投資必有風險，本專區資訊僅供參考，並不構成邀約、招攬或其他任何建議與推薦，請讀者審慎為之】迷你倉

繼南華金融（0619）上月底傳出獲洽購後，存倉僅5個交易日，連新鴻基公司（0086）旗下的新鴻基金融亦傳出賣盤，涉價最多4億美元（約31.2億港元）。雖然新鴻基已否認主動賣盤，但股價昨日仍升半成，並再掀起市場對本地中小券商金融股的尋寶熱。不過，有券商提醒，此種以「即日」炒作居多，投資者要留神「易升易跌易變蟹」。 【本報記者高智琛報道】今回主角換成新鴻基金融。英國《金融時報》引述投行消息指出，新鴻基公司有意出售旗下負責財富管理及證券業務的新鴻基金融，作價3至4億美元（約23.4至31.2億港元）。新鴻基金融董事兼行政總裁梁永祥接受查詢時，否認公司主動尋求賣盤，現階段亦沒有任何需披露的賣盤消息。新鴻基公司昨日收報4.43元，升5.48%。 新鴻基金融突然成為被併購對象，其中一個主要原因是創興銀行及永亨銀行先後獲洽購。市場憧憬不少內地買家亦會放眼於本港其他金融業的收購機會，令本地銀行及金融公司的股東肯趁此估價較高時出售業務。但矛盾的是，新鴻基公司股價由今年以來下滑了11.93%，即有關資產被低估。有投行人士認為，既然有關資產被低估，將增長動力欠佳的資產出售，或者IPO，為不少上市公司會作出的應對策略。 憧憬內地買家購金融業 話雖如此，但傳聞新鴻基公司出售的財富管理及經紀業務，今年上半年儲存稅前貢獻就達1.27億元，按年增長64%，並非增長動力欠佳；而拆售有關業務亦會影響公司為企業及機構客戶提供股本及債務集資方案的資本市場業務，尤其是對客戶的說服力。與梁永祥年中於股東會後曾對傳媒表示，證券為很多產品的基石，故公司一定不會退出該業務的講法一致。 有券商提醒，以南華金融上月底的傳聞為例，公司就算公布若干中介人曾接觸該公司探討業務合作或對公司控股股東出售股份表示興趣，但未與第三方達成任何協議，股民就盲跟，會容易損手。事實上，該股當日（9月27日）一度炒高至0.182元，收報0.124元，但期後5個交易日就成每況愈下的走勢，昨日收報0.11元，跌4.35%，累計跌11.29%。換言之，散戶倘若當日聽信傳聞追入，絕對容易要蝕錢離場，又或者變「大閘蟹」。 有市場人士透露，好的資產當然有人會洽購，但「賣唔賣，同係咪用咁�價錢賣」，就值得商酌；耀才市值都13.33億元，新鴻基只賣31.2億元，「會唔會估得太平？」至於炒作其他可能被洽購的本地券商股「你話時富投資係市場憧憬會被收購炒作，都合理，因為該股市值得2.66億元，單計殼價都唔止呢個數」。而耀才昨日「起眼」的升幅，於公司晚上的盈喜公布中似乎有啟示。耀才公布，截至9月底止的中期未經審核純利約7,200萬元，較去年同期大增130%。 self storage

今年國慶黃金周7日落下帷幕，儲存倉珠海各口岸假期當中出入境人數“爆棚”，珠海邊檢總站昨日的統計數據顯示，7天內共有近230萬人次的出入境人員從珠海各個口岸過境，創下歷個“黃金周”旅客出入境總數的最高記錄。日均出入境超32萬人次受天氣晴好、內地及港澳地區公�假期重合、高速路小車免收費、新旅遊法實施等因素影響，今年國慶節期間，珠海拱北、九洲、橫琴、灣仔等對外開放口岸出入境旅客數量不斷攀升，日均出入境總人數超過32萬人次，其中最高峰出現在10月5日，珠海邊檢總站驗放出入境旅客達33 .6萬人次，逼近該總站日驗放歷史最高記錄。據記者瞭解到，內地旅客出境游熱情持續高漲，成為出入境客流的“主力軍”，7天假期內地居民出入境近137萬人次，占客流總量的6成以上。此外，各個口岸當中，拱北口岸人氣繼續高企，當仁不讓成為“主戰場”，共有超過200萬人次的旅客在此過境。海港口岸客流呈“波浪狀”據介紹，九洲、灣仔邊檢站針對海港口岸客流呈“波浪狀”特點，與船務客運公司充分溝通，提前掌握航班及客流信息，及時變換通道類型設置，快速疏導旅客。橫琴口岸在假期當中也迎來大規模的客流高峰，不少珠三角的“自駕游一族”受橫琴大開發及澳門大學新校區開學等利好消息的吸引蜂擁而至，橫琴邊檢站一方面及時加開通道，全力提升整體驗放速度，另一方面積極採取“為民發聲”行動，聯繫相關單位在關後廣場安置臨時移動洗手間，解決旅客出境“如廁難”的問題，並加強巡查監護力度，及時解決旅客出入境需求，不斷迷你倉最平高邊檢服務水平。澳門情況澳門酒店太貴遊客帳篷過夜南都訊記者蔣生 十一澳門的酒店太貴了，讓原本冷清的澳門黑沙公園成為熱鬧的露營場所，高峰期一天有逾百個帳篷過夜。網上還有了“黑沙露營攻略”，一些廣東遊客一家大小選擇在此露營。10月生效的《旅遊法》讓赴澳團客減少約2成，但自由行強勢讓入境旅客不減反增，餐飲、零售等均有增幅。千元左右房間“一房難求”繼春節黃金周的帳篷熱之後，十一期間澳門的黑沙公園又成為內地遊客們露營場所。春節期間該公園一天高峰期有20多個帳篷，但是十一期間高峰期一天有逾百個帳篷過夜，人氣旺盛，非常熱鬧。十一期間澳門一般的酒店一晚價格要2000元左右，較廉價的酒店亦要千元左右，廉價的旅館也要七八百左右。並且這些千元左右的房間“一房難求”，無論預訂還是現場入住均不一定有房。不少廣東遊客選擇一家大小在黑沙公園露營，網上還興起了“黑沙露營攻略”，廣為流傳。零售銷量升2-3成基於內地《旅遊法》10月生效的影響，有澳門旅遊業內人士估算稱國慶黃金周減少約2成內地團客。澳門旅遊業議會理事長胡景光稱，措施將使國慶黃金周減少約2成內地團客，但自遊行補充了遊客數量，新旅遊法暫時對本地旅遊業、零售及餐飲生意未有大幅影響，估計農曆新年假期才能反映實際情況。澳門媒體則報道稱，黃金周餐飲業及零售業生意普遍理想，部分升幅2- 3成。一家茶餐廳稱，平時日賣出至少500個豬扒包，黃金周增幅2成。而數碼產品方面，新款手機iPhone5s和N ote3最受歡迎。迷你倉

彰化縣警局昨天在田尾鄉公路花園舉行騎警隊授旗成軍典禮，self storage由彰化縣長卓伯源進行校閱，14名騎警隊成員經過近4個月馬術特訓展現成果，未來每周六、周日下午在公路花園執勤，希望可加強為民服務及達到觀光效益。彰化騎警隊昨天下午在田尾鄉怡心園成軍，吸引大批遊客圍觀，許多遊客還爭相和騎馬的員警合照，騎警隊隊長劉晃聞帶領14名男女騎警隊員英姿煥發的騎馬進場，大家更是響起驚嘆聲。卓伯源授旗後，也與縣警察局長官政哲騎上馬進行校閱儀式，騎警隊展現分列式及隊形表演，相當精彩。卓伯源表示，騎警隊在今年彰化建縣290周年慶時成立意義非凡，是繼台北、高雄，第一個五都之外成立的騎警，因為田尾鄉是彰化知名觀光景點，希望騎mini storage隊未來在公路花園不僅是維護治安尖兵，也能成為親善大使。由於14名騎警隊員在成軍前原本對馬匹都相當陌生，4個月訓練過程相當辛苦，有人摔過馬、磨破皮，但現在已能展現馬上英姿，尤其4名女警更讓人眼睛一亮，長相甜美的女警陳恬玉說，一開始上馬訓練，當然會擔心，但加入騎警隊會有榮譽感，就要盡力表現。騎警隊成立前，也有許多不同意見，有地方人士說馬匹會阻礙公路花園人潮極多的道路通行，增加危險性，也有人認為浪廢警力「當花瓶」、「又不能騎馬去追歹徒」。不過縣警局表示，騎警隊未來每周六、日下午2時到6時分組執勤，能接受民眾報案，或機動性為民服務，以柔性方式拉近與民眾距離，達到預防犯罪，也建立警察清新、活力形象。迷你倉

BeijingLost in scenic spotFirefighters have been searching for three visitors lost in the mountains bordering the capital’s Miyun and Huairou counties, the Legal Evening News reports.mini storage The three women, all in their 20s, got lost in the Yunmengshan scenic spot, and could not be reached by mobile phone. The rescue effort continues.Internet cafes raidedTwo groups of masked men have raided two internet cafes in Chaoyang district, smashing more than 70 desktops and stealing money, the Beijing Youth Daily reports. The two cafes are run by the same owner, who suffered losses of more than 100,000 yuan (HK$126,250). Each raid lasted no more than three minutes and the raiders were gone before the police arrived. Police are still looking into the case.GuangdongChild policy mulledProvincial family planning authorities say they are considering new policies to support parents who have lost their only child, the Nanfang Daily reports. The government will provide subsidies to such families, as well as care for the elderly and other medical services.Bin burner soughtA middle-aged man has set fire to four trash bins along a quiet road in Shenzhen’s industrial zone, the Southern Metropolis Daily reports. The man went to wash his hands near a bus stop after his attempt to ignite a fifth bin failed, according to a witness who reported the incident to police. Firefighters put out the blaze but police are still looking for the man.GuangxiScam bustedPolice in Beihai city have busted a 300 million yuan pyramid scheme that involved more than 2,000 people, People.com.cn reports. Police have arrested 137 suspects and found that the scheme was started by three fraudsters, all from Guangdong province, in August 2009. Each member joining the scheme was asked to make an initial investment of 70,000 yuan, with the promise of high returns. The underground network had expanded across 12 cities in five provinces in the country’s southern region over the past four years.Suicide bid abortedA 19-year-old man in Liuzhou city jumped off a bridge into a river in an apparent suicide bid, but then decided he did not want to die, China News Service reports. He clutched onto the bridge pier and shouted for help until police rescued him. He told them he was drunk and refused to go to hospital for a check-up.HenanAnonymous heroA man has saved a mother and son from drowning in a pond in a scenic spot in Nanyang city, China News Service reports. The mother tried to push her son out of the water but herself sank deeper into the water. The man saved them both with the help of bystanders. He refused to accept money offered by the mother and gave no one his name.Costly incense deniedTourism authorities in Zhengzhou have rejected online reports that a bunch of incense sticks at the Shaolin Temple costs more than 6,000 yuan, People.com.cn reports. The reports say each incense stick is 1.2 metres long. The tourism bureau of Dengfeng city, which overseas the famous temple, dismissed the reports as rumours, saying only short incense sticks are burned in the temple.HubeiCure for scribblersManagers of a popular scenic spot in Wuhan city have set up five touch screens for visito儲存s to scribble on so that they will not deface historic relics, China National Radio reports. The Yellow Crane Tower on the banks of the Yangtze River, rebuilt in 1981, has been a victim of graffiti writers. Managers said the practice was now much reduced after visitors found their scribbles could be saved on the touch screens.Bravery testTwo young men have climbed along the cables of a suspension bridge bordering Enshi and Yichang without wearing any safety gear as a test of courage, the Chutian Metropolis Daily reports. The bridge, linking two mountains, is 560 metres above a valley. The two climbers reached a point about 40 metres above the bridge before being told to stop by police.JiangsuDeath leapA 60-year-old from Guizhou province has jumped to her death from the second floor of a museum in Yangzhou city, the Yangtze Evening News reports. The woman, who suffered from depression, was travelling with her family who hoped that the trip would bring her some relief.Museum scalpersScalpers in Nanjing are making more than 10,000 yuan a day by helping visitors gain entry into a museum without queuing, the Jinling Evening News reports. The scalpers charge each visitor 10 yuan to enter by ladder into a memorial hall to victims of the Nanking Massacre. They usually raise the charge to 20 yuan after 4pm when the hall is about to close.SichuanNo more perksEmployees at Chengdu government agencies and state-owned enterprises did not receive perks such as bonuses, gifts or shopping vouchers ahead of this year’s national holiday, the Western China Metropolis Daily reports. A 37-year-old official said he had to buy mooncakes, crabs and fruit which he previously received from his employer.Collision kills sixSix people were killed when the minivan they were in rear-ended a truck in Mianyang , China News Service reports. The front of the minivan was crushed, trapping the six people on board. All of them were killed. Police suspect the accident was caused by a third vehicle, which fled and has not been identified.YunnanDrug dealer seizedPolice in Xishuangbanna prefecture have arrested an armed drug dealer and confiscated nearly 40kg of methamphetamine, Xinhuanet.com reports. At a police checkpoint, the suspect pulled out a gun and tried to smash his way past, but failed.Fishing season endsThe annual 17-day fishing season at Dianchi lake in Kunming has officially ended, the Kunming Daily reports. The length of the season is decided by scientists to ensure that only large fish are caught.ZhejiangStranded on purposeFlood control authorities say that 58 visitors stranded on Nanji Island, administered by Wenzhou , asked to stay there to watch Typhoon Fitow approach, China News Service reports. But one visitor sought help, saying she was trapped. All the visitors had signed agreements affirming they wanted to stay on the island.Anti-graft drive violatedSome government officials have been continuing to spend public funds on banquets and driving public vehicles for personal uses during the national holiday, Xinhuanet.com reports. An inspection team paid undercover visits to restaurants to look for violators of the anti-extravagance campaign.儲存倉

強積金投資世界中，儲存打工仔的投資選擇有限，但並不代表大家不能透過積金策略累積財富。所謂：「遲買好過無買」，趁�年底尚有兩個多月之際，嘗試選出四大市場的冠軍級強積金基金，好讓各位打工仔能夠考慮把握機會入貨。本港強積金「四強」表現中港股票信安港股基金險勝中港股票基金向來為港人的至愛投資板塊，摘自晨星（亞洲）截至九月二十七日數據資料，以一年表現計算，信安強積金計劃800系列的信安香港股票基金D錄得18.9%回報，險勝中國股票基金。截至今年六月底的基金概覽，該基金開支比率為1.34%，資產分布亦十分多元化，有金融、工業、公用事業、資訊科技及能源等行業；十大持股則有�豐控股（00005）、友邦保險（01299）、建設銀行（00939）、中移（00941）、騰訊（00700）等股份。該基金由○六年成立至今年六月底止，年均收益率為9.62%，累積回報率達87.28%。歐洲股票BCT勁升36%未見頂市場不斷將歐洲股票基金視為「見底復甦」之選，事實上歐股的確節節上揚，可見投資潛力蓄勢待發。以一年表現計算，以銀聯的BCT歐洲股票基金表現升36.52%最為「標青」，從今年第二季基金表現報告顯示，其投資組合主要持有股票及現金，投資比重最多的市場為英國（30.6%）、瑞士（12.2%）、西班牙（11%）及法國（10.8self storage）；涉及股票有NOVARTIS AG、BT GROUP PLC、HSBC HOLDINGS等。該基金三年累積回報率為35.53%。美國股票萬全逾24%回報最佳雖然美國暫時不「退市」，十月中更需要解決債務上限問題，但當地經濟復甦屬於事實，相信美股仍可以迎難而上。以一年表現計算，以萬全強制性公積金計劃的美國股票基金錄得24.64%回報最佳，該基金在○七年三月成立，投資經理為富蘭克林鄧普頓投資。截至今年七月底，其資產值逾二千萬元，基金開支比率為1.66%。現時基金投資組合有94.5%投資美國，1.5%投資加拿大、1.1%投資英國，以及持有2.9%現金。該基金表現方面，由年初至九月二十七日上升25.19%，至於三年年度化升幅為13.21%。日本股票有危有機 宏利奪冠自日本推行QE（量化寬鬆）至今，日股在升跌波幅中不斷攀升，雖然投資風險較高，但大家不要忘記「富貴險中求」道理。以一年表現計算，宏利環球精選（強積金計劃）的宏利MPF日本股票基金以44.86%升幅稱冠。截至今年六月底，基金開支比率為1.99%，投資偏重於金融（20.7%）、消費品（26%）和工業（24.2%）類別股票，持有TOYOTA MOTOR CORP、CANON INC以及KDDI CORP等。而年初至九月二十七日止表現則升31.95％。迷利倉

中國大陸近期PMI指數、出口、投資與消費等數據，文件倉均有谷底回揚態勢，霸菱投顧指出，中國大陸三中全會將於11月舉行，市場已沉浸在三中全會期待行情中，城鎮化、金融改革及環保概念股將為投資焦點。根據歷史經驗顯示，若中國大陸三中全會能提出振奮市場政策下，會後1年陸股上漲機率高。霸菱指出，雖中國大陸持續進行打擊貪腐措施，今年十一長假消費力道可能不如往年，但由旅遊帶動的內需還是值得期待。不過，霸菱指出，由於中國存倉陸進一步改革方案大都會遭遇謹慎審議，例如發改委員會今年度曾提出城鎮化草案，但卻沒有得到太多支持。若三中全會提出改革方案未能有所突破，屈時則大陸股市可能會出現一些失望性賣壓。尤其房價高檔，打房壓力仍存，根據歷史經驗顯示，當中國大陸100個城市新建住宅平均價格月成長率突破1％，政府將開始採取打房緊縮政策。由此推測，7月份月成長率開始轉正向，8月月成長率接近1％，若這樣漲幅延續下去，未來打房政策將在所難免。儲存

Source: The Gazette, Cedar Rapids, IowaOct.存倉 06--Get talking to Cedar Rapids City Manager Jeff Pomeranz about economic development and, before you know it, he's pulled a large framed photo off his office wall.The black-and-white shot features a rickety bridge flanked by a sleek new one over the Rio Grande, connecting Mexico to Del Rio, Texas, home to Pomeranz's first job as city manager."I was 27 at the time," said Pomeranz, a native of Queens, N.Y., and now 55. "I get energized making positive things in a community happen. My job is to see opportunity."Along the way, Pomeranz spent eight years in Port Angeles, Wash., at a time when the city's main employer, a timber company, closed its plant. So he's been up close to a community battling decline, too.He prefers the other.It is that preference that the Cedar Rapids City Council shared when in 2010 it grabbed Pomeranz and his resume of economic development triumphs in West Des Moines to help Cedar Rapids get back on its feet after its historic 2008 flood.For Pomeranz, it's been a role reversal.No longer is he part of the fast-growing suburbs around the big city in the Des Moines metro area, where he helped make economic development deals with the likes of Wells Fargo Home Mortgage, Aviva USA, Jordan Creek Town Center mall, Microsoft and two hospitals.On Sept. 20, 2010, he suddenly started working in the big city in the Cedar Rapids metro area, where some on the City Council were on edge about what they felt they were losing to ambitious neighbors Hiawatha and Marion."The City Council was tired of watching the city's tax base slip away," Corbett said of the thought behind hiring Pomeranz. "And with Jeff coming on board, who already had great success in West Des Moines with a lot of development deals and a lot of growth, it was a perfect fit."In an interview last week in his City Hall office conference room, Pomeranz said that a big city in a metro area can lose its "nimbleness" and start to assume that development will come its way because it is bigger.Not so, he said."It is absolutely critical that a large core city be in the game, be aggressive, be willing to compete," Pomeranz said. "You have to make sure you have a business environment where companies want to move and grow and prosper.""It's not just about throwing dollars out" in the form of economic incentives, he said. Important, too, is helping a developer maneuver through issues such as zoning changes, infrastructure needs and permitting requirements, he said.Pomeranz said West Des Moines did not favor development incentives when he arrived in 1998."We felt companies should want to be in our community," he recalled.But he said economic times changed, and cities discovered that competition among communities nearby and across the nation had intensified. Companies expected economic incentives as a condition of moving in.By way of example, he talked about the call he got about a development project from Wells Fargo Home Mortgage, which made it clear that they also were looking at the Des Moines suburb of Urbandale, the Carolinas and Texas. West Des Moines's offer of incentives ultimately prevailed, and now Wells Fargo Home Mortgage is one of the largest employers in Iowa, he said."'We're looking at a variety of other communities, and incentives will be important,'" Pomeranz recalled Wells Fargo saying. "They always say that."It's reality. It's part of the development arena right now. ... You have a choice. You can say no, or you listen."Then you try to minimize what you have to pay and maximize the scope of the project. That's kind of the dance."Since his arrival in Cedar Rapids in September 2010, the list of private-sector development projects with city incentives stretches to more than 15. In addition, the city also has a development deal with Penford to sell the processor a city park for expansion, and a development agreement in place to build a parking ramp for use by the city and Cedar Crossing Casino.A few other deals are in the works, Mayor Corbett added.One of the incentive recipients is developer Joe Ahmann, president of Ahmann Companies in Hiawatha, who has begun construction on a $35-million upscale office and retail development called The Fountains off Blairs Ferry Road NE and Edgewood Road NE. And he also is ready to renovate the flood-hit former Great Furniture Mart warehouse on First Street SE in downtown.Before Pomeranz's arrival, Ahmann said he nearly turned his back on Cedar Rapids 儲存ver the regulatory hurdles he said he faced in the city."'No, we can't do it, no, we can't do,'" he said he continued to hear from city officials before his arrival. "It was them against us, them against the developer."He recalled asking himself, "Why are we doing business here? Let's go back to Hiawatha."Scott Byers, a Realtor at GLD Commercial in Cedar Rapids, is part of an investor group that bought the long-struggling Westdale Mall at the end of 2012 and that is leasing the property to developer John Frew, who has obtained City Hall incentives as part of a $90 million project to transform the site.Byers called Pomeranz's help and the assistance of his City Hall development staff in the process "huge.""He welcomes you into their world now and tries to solve problems as opposed to what it used to be," Byers said of Pomeranz. "I'm just glad he's a city manager and not a commercial real estate guy because he'd be tough competition."He's very knowledgeable. He understands how deals are made."Hunter Parks, president of the Hunter Companies Inc. in Cedar Rapids, spoke in equally strong terms, saying the city manager has brought "a breath of fresh air" and a dose of "common sense" to City Hall for the development community.Parks said he's built an assortment of smaller projects in the city since Pomeranz's arrival three years ago. Most recently he secured a city economic-development incentive for the last phase of the Edgewood Station commercial development next to Westdale Mall."Instead of saying, 'We can't do it because that's the way it is,' he wants to figure out how to make something work," Parks said of Pomeranz.Lon Pluckhahn, who has been city manager next door to Cedar Rapids in Marion since 2007, said he has known Pomeranz for some years, and he said it hasn't surprised him to hear Pomeranz talk about the need for Cedar Rapids to be competitive on the economic-development front."Jeff's always been very aggressive," he said.Pluckhahn said his city manager predecessor in Marion, Jeff Schott, felt that it was important to streamline the development process so the city could move ahead quickly on projects in Marion -- an understanding that Pluckhahn said Pomeranz appears to have brought to Cedar Rapids.Marion believes in providing financial incentives for projects, too, he said.The Marion city manager pointed to Ahmann's Fountains development now under construction in Cedar Rapids as an example of the kind of project that had been heading to Hiawatha or Marion in the past."That one was pretty squarely aimed and what you find in Hiawatha or Marion," he said of Cedar Rapids's incentives for the Ahmann project.However, Marion isn't shaking in its boots and, in fact, recently secured a commitment from a new manufacturing company that Cedar Rapids also had tried to lure."We don't win them all, we don't have to win them all," Pomeranz said. "What we want to do is put our best foot forward and be as competitive as possible."Pomeranz said the post-flood public-sector investment in Cedar Rapids and now the private-sector investment that is following on its heels is more investment in three years than a community might see in 25 years."We have boom here," he said. "You could go your entire lifetime as a city manager and not be involved in this much investment."Pomeranz said he understands that some people don't believe that City Hall should provide economic-development incentives -- nearly all of which consists of foregoing some or all property-tax revenue for a period of time that would not be coming in but for the new investment -- to support development, attract new companies and help existing companies progress and grow."If you are saying that (property-tax incentives are) wrong, you're saying that development would occur anyway," Pomeranz said. "In West Des Moines, there are a number of projects that, without public support, would not have occurred."I would say the same thing in the city of Cedar Rapids."He said no deal is done just to do a deal."People are going to read this and say, 'It's all about giving money away,'" Pomeranz said. "Well, it's not. ... We want to make sure these projects are in the best interest of the community."Not all deals are good. And we don't do every deal. We keep in mind every day about being financially responsible."Copyright: ___ (c)2013 The Gazette (Cedar Rapids, Iowa) Visit The Gazette (Cedar Rapids, Iowa) at thegazette.com Distributed by MCT Information Servicesself storage

冬衣出貨旺季即將來臨，文件倉下游成衣逐漸進入旺季，估計9∼10月營收通常能再創歷史新高，法人看好成衣股聚陽（1477）。另外4日聚陽股價受惠與南紡宣布結盟消息帶動，漲幅3％。聚陽進入冬衣交貨旺季，8月營收衝上15.69億元，年增35％，創下今年單月新高，聚陽公布自結8月稅前盈餘為1.38億元，前8月稅前盈餘為10.83億元，較去年同期成長6.12％。法人看好聚陽9、10月旺季效應可期，業績與獲利將可再攀高。由於未來越南加入TPP（跨太平洋經濟戰略夥伴協定）後，紡織品輸美的零關稅條件，將採取「從紗開始」原則（YARN-FORWARD），也就是紡織品必須從紡紗、織存倉、到最終成衣的製成，都得在越南發生。南紡（1440）表示，為提升子公司生產技術能力，預計由南紡（越南）與聚陽實業旗下子公司共同簽訂「南方紡織」股權買賣合約，釋出所持有50％股權，雙方成為合作夥伴，各持股該公司50％。而未來南方紡織的董事成員將為聚陽及南紡各一半，以入股其越南子公司南方紡織50％持股的方式，宣布雙方正式結盟，預計4年內將成衣產能擴增至現在的3倍。看好相關題材者可留意國泰GX（066722）或F5富邦（067648）。（國泰證券提供，記者曾萃芝整理）＊【權證投資必有風險，本專區資訊僅供參考，並不構成邀約、招攬或其他任何建議與推薦，請讀者審慎為之】儲存