Source: Tulsa World, Okla.自存倉Aug. 13--Gov. Mary Fallin's office today said she will not act on an extradition warrant from South Carolina for Dusten Brown, the father of Baby Veronica, until he has a chance to contest the warrant in court."Governor Fallin has spoken personally with South Carolina Governor Nikki Haley about the case," her office said in a statement."Mr. Brown has chosen to contest the legality of his arrest warrant in Sequoyah County Court, as (is) his right. The court will hear his case on September 12, approximately one month from now."Governor Fallin believes that Mr. Brown should have the opportunity to argue his case in a court of law, and she will not act on the rendition order before that date," the statement said."However, the governor encourages both the Capobianco family and Mr. Brown to reach a resolution outside of court as quickly as possible."Wanted in South Carolina for not returning his 3-year-old daughter to her adoptive parents, Brown on Monday turned himself in to authorities in Sequoyah County but was released after posting a $10,000 bond.On Monday, Haley signed warrant seeking Brown's extradition to South Carolina, which was sent overnight to Fallin's office.South Carolina is asking Oklahoma to send Brown there to face a charge of "custodial interference," which carries up to five years in prison."As a mother, my heart goes out to Veronica, who has been placed in a terrible situation. I can also imagine the pain that both her adopted and biological parents are feeling," Fallin said in the statement issued Tuesday."As governor, my job is to ensure the law is upheld. My legal staff and I are currently reviewing the request for rendition of Mr. Brown to South Carolina. Should that request adhere to the letter and spirit of the law, I will sign it. My hope, however, continues to be that sending Mr. Brown to face criminal charges in South Carolina is unnecessary."To be clear, the legal system cannot deliver a happy ending in this case. Only Mr. Brown and the Capobianco family can do that. For Veronica's sake, I urge them to reconcile and to come to an agreement that best serves their child and grants all parties some measure of peace."The developments were the latest in a bitter custody dispute between Brown and Veronica's adoptive parents, Matt and Melanie Capobianco, who are seeking to have Veronica returned to them South Carolina after the state Supreme Court there granted them custody of the girl.However, Cherokee Nation courts name three of Dusten Brown's family members as joint guardians, giving them the power to make legal and medical decisions for Veronica and complicating the issue for South Carolina courts.The whereabouts of Brown and Veronica have not been publicly disclosed in recent days.Defense attorney Clark Brewster, who has taken several high-profile cases in Oklahoma over the years, will fight extradition."I suspect that's going to be a serious challenge of whether that's (custodial interference) a crime in this state," Brewster told the Tulsa World on Monday. "That's a very unusual statute in South Carolina. We'll argue that it's not an extraditable charge."Read more in Wednesday's Tulsa World.TimelineSeptember 2009: Baby Veronica born in Oklahoma, taken to South Carolina for adoption.January 2010: Father, Dusten Brown, signs away custody but files an appeal a few days later.December 2011: Baby Veronica returns to Oklahoma after a fa迷你倉新蒲崗ily court in South Carolina grants custody to the father.July 2012: South Carolina Supreme Court upholds the custody decision.January: U.S. Supreme Court agrees to hear an appeal from the adoptive parents, Matt and Melanie Capobianco.April: U.S. Supreme Court hears arguments in the case.June 25: U.S. Supreme Court rules that federal law doesn't require that Veronica be given to her biological father. The court did not clear her adoptive parents to immediately regain custody.July 9: Cherokee Nation District Court officials confirm that Dusten Brown's mother and father, Tommy and Alice Brown, have filed for adoption of Veronica -- in line with Supreme Court Justice Sonia Sotomayor's dissenting opinion.July 17: Cherokee Nation courts name three of Dusten Brown's family members as joint guardians, giving them the power to make legal and medical decisions for Veronica and complicating the issue for South Carolina courts. Later that day, the South Carolina Supreme Court terminates Brown's parental rights and gives full custody to the adoptive parents.July 24: Christy Maldonado, Veronica's birth mother, files a lawsuit with several other women who have placed children for adoption, seeking to have part of the Indian Child Welfare Act declared unconstitutional.July 26: Dusten Brown files a petition with the U.S. Supreme Court to review the case and require South Carolina courts to hold a best-interest hearing for Veronica.July 31: Prior to a hearing on transition details for Veronica, a Cherokee Nation attorney appointed for Veronica files a federal lawsuit in South Carolina seeking to temporarily stop the hearing and hold a best-interest hearing. It is denied.Aug. 2: The U.S. Supreme Court denies Brown's July 26 petition. Justices Ruth Bader Ginsburg and Sonia Sotomayor were the only dissenters.Aug. 5: A South Carolina judge orders Brown to surrender custody "immediately" after he didn't bring Veronica to a court-ordered visitation with the adoptive parents in South Carolina.Aug. 9: South Carolina officials issue an arrest warrant for Brown. He is expected to be taken into custody in Iowa, where he is training with the Oklahoma National Guard.Aug. 10: National Guard officials grant Brown requested leave from training after he is subpoenaed to appear in Cherokee Nation tribal court for an emergency hearing in Tahlequah.Aug. 12: Brown does not appear at the emergency hearing. He turns himself in to authorities in Sequoyah County and is released after posting $10,000 bond. South Carolina Gov. Nikki Haley signs a warrant for Brown's extradition and sends it to Gov. Mary Fallin for her approval.Aug. 13: Fallin declines to sign off on the warrant, saying Brown has a right to contest extradition in court. She says she will not act upon the warrant until after Brown's next extradition hearing on Sept. 12.Upcoming court actionWednesday: South Carolina Family Court will hear motions from Brown and the Cherokee Nation.Aug. 23: Deadline for Brown to contest South Carolina's order in Oklahoma court.Sept. 4: A Cherokee tribal court will consider extending a temporary guardianship for Veronica's stepmother and grandparents, potentially claiming jurisdiction over the case.Sept. 12: Brown to return to Sequoyah County Court for a hearing on his extradition.Copyright: ___ (c)2013 Tulsa World (Tulsa, Okla.) Visit Tulsa World (Tulsa, Okla.) at .tulsaworld.com Distributed by MCT Information Services迷你倉出租
- 8月 14 週三 201313:56
Fallin: Baby Veronica's dad has a right to fight extradition
- 8月 14 週三 201313:46
Airline executive finds room to grow in China
Adam Li, who became vice president for Emirates China nearly two years ago, is a longtime Beijing resident who says he is finding plenty of space for growth personally as well as for his company.儲存倉 Attention to detail is the key, he said.Adam Li, 43, who has been with Emirates Airline for more than seven years, is vice president of the company for China. A resident of Beijing, he said he hopes more Chinese people will be able to enjoy the same service he enjoys on his airline.Li, who is Chinese, brings many years of industry experience to his job. Before joining the company in January 2006 as sales manager of Emirates’ Beijing office, he had been with Northwest Airlines. He became the vice president for Emirates China in November 2011. Under his guidance, Emirates has performed exceedingly well in the Chinese mainland market, reaching double-digit growth for the past couple of years.Emirates has gained ground quickly since it started flying in China in 2004. Beijing was the first city in China where Emirates launched a premium airport lounge, and it became the first airline to launch scheduled Airbus A380 service to China.New routes, including the nonstop Beijing-Dubai route, were opened after Li joined the company. The route is considered one of the most important connection between Beijing and the Middle East, as well as promoting further travel to Africa, Europe and elsewhere. Chinese passengers now can go to Dubai from Beijing, Shanghai and Guangzhou and then onward to over 130 destinations with Emirates.Now the company has twice daily Shanghai-Dubai and Beijing-Dubai nonstop services, and daily Guangzhou-Dubai service, said Li.Li said what makes him most proud, however, is the company’s attention to details. Since 2003, First Class Private Suites have been installed on Emirates’ Boeing 777 and A380 fleet at a cost to the company of US$125,000 each. The suites are private compartments that include such amenities as a fold-out flat bed and minibar.“Emirates pays such attention to build the onboard lounge, onboard shower spa, ice in-flight entertainment systems and so on, and goes to great lengths to ensure comfort, efficiency and attention to detail for its passengers,” he said. “Talking of my own experiences, some cabin crew even remembered me since I always travel between China and Dubai, even they don’t know I work for Emirates. The cabin crews even remember my favorite wine and bring it to me every time I fly. It makes me feel surprised and happy.”Li said, however, that the company is still facing challenges in China.“We need to continue to improve brand awareness in the country and develop more localized services,” he said.A company study found that shopping is one of the most important aspects of travel for Chinese, and that jewelry, cosmetics and accessories are popular among Chinese passengers. So Emirates started the Chinese Duty Free Collection magazine in April.“We believe that exclusive brands and fabulous promotions will always bring our passengers great gift ideas,” said 迷你倉沙田i.The company also found that Chinese travelers prefer online shopping and booking. New online payment options tailored to Chinese customers, including Alipay and Union Pay, have been instituted.Also, a wide range of special meals can be ordered, including Chinese food. The flights even offer instant noodles.“We’re quite satisfied with our achievements in the China market and aim to bring tailored services to Chinese customers,” he said.A longtime resident of Beijing, he said he loves the city more than anywhere else in the world.“Even though I have been to so many cities in the world, Beijing is always the place I can call home and I want to go back to,” he said. “I always expect travelers from all over the world to come and visit this beautiful city and experience the energy of China.”Li, however, said he will not rest on the laurels of what he and the company have achieved. He said compared to Emirates’ markets in other countries, the Chinese market still has a large space to develop.There are about 30 million people in Australia and Emirates has 90 weekly flights there. There are about 63 million people in the United Kingdom and Emirates has more than 100 flights per week there, including eight flights per day to London alone, he said.“We now have only 35 flights weekly to China, which has a population of over 1.4 billion. My dream is to expand the market in the future.”Q: What is your favorite holiday destination?Dubai. Dubai is an internationally renowned tourism destination. Dubai is certainly one of the most vibrant and energetic cities in the Middle East, where you can experience traditional Arabian culture and modern life in the same time. You will also see a huge international community in Dubai and meet people from all over the world.Q: What do you think is ideal airline service and hotel service?I think itÕs important to offer passengers a comfortable and relaxed experience in flight. And travelers always care about details. I went to Australia last year. The rooms in the hotel were not ready when we arrived but the hotel arranged a shower for us and took care of our luggage so we could start the trip on time without wasting any time.Q: What is your favorite way of travel?Air travel is my favorite way of travel. I take Emirates a lot and I never feel bored onboard. Onboard Emirates, I can enjoy Chinese movies or songs on the ice in-flight entertainment systems, socialize in the onboard lounge and make new friends, or receive email via in-flight wireless Internet connectivity.Q: Have you traveled in China and where is your favorite place?Yes, I travel a lot in China. There are so many great cities in China, and I have friends from almost everywhere. It is hard to say where my favorite place is. I live in Beijing, a city with a long history and many stories. I like Shanghai, too, the city of fashion in China, and I also like Guangzhou, where there are so many delicious foods you can enjoy.Q: What is your motto in life?Attention to detail. Passengers will always remember the details.迷你倉價錢
- 8月 14 週三 201313:42
Back to School Blowout
Source: The Tribune-Democrat, Johnstown, Pa.存倉Aug. 13--Members of Valley Grace Brethren Church in Armagh want to give children a good start when they return to school.The congregation is conducting its initial Back to School Blowout from 9 a.m. to 2 p.m. Saturday at the church, located at routes 56 and 22.The effort is similar to stuff-the-bus campaigns, where people donate back-to-school items to accommodate the needs of local students.The event is open to children in all grades and all income levels."Free back-to-school supplies, haircuts and backpacks will be given away while supplies last," said Donna Lynn Custer of Charles, event coordinator.Custer is appreciative of the generosity of so many people who have stepped forward."When we first came up with the idea, we had hoped to help at least 25 children," Custer said. "But because of the generosity of so many people, we will be able to give at least 300 children some supplies to begin their school year."Classes in the United School District begin Aug. 28.The only stipulation for obtaining supplies is that the child receiving the items must be present."We can't have people come in with one child and say they have others at home who need supplies," Custer said.Organizers are making it a fun day for children by offering face painting, free fingerprinting, crafts, music, a bake sale and photo opportunities.The Rev. Norris Mason said the event is blossoming."As much as schools supply the children, they don't supply everything,"?Mason said. "We are a small church with about 60 members, and with the help of other volunteers we hope to pull this off without a hitch."Some of the items donated since early June include penci自存倉s, glue, crayons and notebooks."We are still taking donations of school supplies," Custer said."We know there are people who are often too busy to buy supplies and would prefer to donate money, so we have some church members who are available to purchase items."The items are appropriate for elementary-age students.Shawn Baird of the St. Clair Township Police Department will be taking fingerprints of children."Parents may take the fingerprints home and place them in a safe-deposit box in the event that an emergency should arise," Custer said.Members of the Armagh-East Wheatfield Volunteer Fire Company will offer people a photo opportunity."Children can wear a firefighter's helmet and pose on a fire truck while their parents take pictures," Custer said.Three employees of Cuts-N-Stuff, 270 Fairfield Ave. in the West End section of Johnstown, will team up with stylists Meagan Custer and Cindy Foster of Seward to offer free haircuts to boys and girls.Children also will have an opportunity to make a craft to take home."Members of Calvary United Methodist Church (Brush Valley) will assist children in making a pencil holder," Custer said. "They will be made from a tin can and decorated by the kids."Music will be provided from 11 a.m. to 1 p.m. by the United elementary faculty band.For information or to volunteer, call 322-2198.For the kidsWhat: Back to School Blowout.Where: Valley Grace Brethren Church, routes 56 and 22, Armagh.When: 9 a.m. to 2 p.m. Saturday.Admission: Free.Information: 322-2198.Copyright: ___ (c)2013 The Tribune-Democrat (Johnstown, Pa.) Visit The Tribune-Democrat (Johnstown, Pa.) at .tribune-democrat.com Distributed by MCT Information Services迷你倉新蒲崗
- 8月 13 週二 201318:26
李學林:做夢都想不到贏中國 先養傷再考慮回北京
■ 對話人物 李學林 1984年1月31日出生,自存倉台灣男子籃球運動員,綽號“台灣艾弗森”。他是中華台北隊主力控衛,天津亞錦賽場均得到8.3分、3.9個籃板和2.7次助攻。本屆亞錦賽李學林場均貢獻1.8分3.4個籃板和2.2次助攻,在1/4決賽中國隊與中華台北隊比賽前,由於嚴重的膝傷不得不退出比賽。現效力CBA聯賽北京首鋼籃球俱樂部。 ■ 對話動機 作為在CBA闖蕩數年的台灣球員,李學林的特殊身份和經歷,使他對海峽兩岸的籃球運動比一般人更有發言權。亞錦賽半決賽,中華台北隊爆冷淘汰中國隊,後者遭受了征戰亞錦賽38年來最慘痛一敗。賽後,新京報記者在亞錦賽球員指定酒店對話李學林,請他介紹台灣籃球運動的發展,分析中國隊失敗的原因。 談比賽 我們根本不想碰中國隊 新京報:比賽之前想到過會贏中國隊嗎? 李學林:是啊,誰能想得到,做夢都不會想到。但是我們幾個到CBA去打球的球員還是蠻熟悉中國隊的戰術和體系的,對每名球員的特點也都非常瞭解,畢竟已經在CBA打了三年的球,都清楚。打中國那一場,我之前就與小胖(在東莞新世紀效力的洪志善)說,他一定會在場上打得很好,因為中國隊任何一個位置的體系他都很清楚,包括小鼎(曾文鼎)他們心裡都很清楚,心態上也不會像以前那樣那麼畏懼了。但說實話,能夠戰勝中國隊還是很意外的,因為從心態上面大家都知道不可能贏中國隊,畢竟實力上雙方差了一截,但第三節反撲的那一段,大家的自信心都打出來了,反咬一口,在這方面信心提升了很多。 新京報:賽前,在很多人看來,碰到中國隊是死路一條。 李學林:從心態上來講,遇到中國隊肯定是有所畏懼的,因為此前大家從來沒有贏過中國隊。說實話,我們根本不想碰到中國隊。 新京報:當時你們有機會避開中國隊,只要輸卡塔爾15分以上就可以了,何況第四節後半段你們已經一度落後12分了。 李學林:之前的小分我們也算過,但上了場之後,大家也沒有想到這個,我們一直在追分。我們當時就想贏卡塔爾後碰哈薩克斯坦。 談發展 歸化球員問題見仁見智 新京報:這次亞錦賽中華台北隊取得成功最大的因素是什麼? 李學迷你倉新蒲崗:就是加了一名外援。這些年來大家也知道,我們缺少高個子的球員,他的加入會給整支球隊帶來多元化的打法,而這也增加了我們射手群投籃的信心,因為我們內線可以搶到籃板,即便外面投不進,籃板可以搶得到。 新京報:最近幾次亞洲大賽都有很多歸化球員,你如何看待這個問題。 李學林:這種東西有好有壞。大家對於歸化球員也是見仁見智。誰不想拿好成績?其他球隊也有很多歸化球員,這種體制你能說好還是說壞呢?這還是要根據球隊所需吧。 新京報:中國男籃本屆比賽的表現很糟糕,在很多人看來這是因為CBA賽場受到了外援,甚至是台灣球隊的衝擊。 李學林:我覺得這其實是運動場上的一個良性競爭。外援的到來會壓縮國內球員的上場時間,球權幾乎都在外援手上。但大家都知道,在CBA只要國內球員發揮好,這個球隊肯定是非常強的。就拿廣東隊來說,5個人入選國家隊,每個人都能打,每個人都能得分,這對球隊會產生非常大的積極效應。 談自己 先養傷再考慮回北京隊 新京報:就是因為你沒上,你們才贏球了吧?說說你自己今年的表現吧。 李學林:(笑)一猜你就會這麼說。我的表現一般般了,但大家的狀態今年調整得都非常好,這是我非常開心的一方面。我們的鋒線、中鋒群表現得都非常好,超過了之前所有的國際比賽水準,今年是大家最好的水準。我能夠幫助隊友就OK,做好本分。 新京報:你自己下一步有什麼安排,什麼時候回北京隊? 李學林:我首先要把傷養好,醫生告訴我兩周後可以正常去走路,去訓練,還好只是韌帶挫傷,問題不是很大,現在一天比一天好。回去後先休息一周,然後可能就要準備10月初在天津舉行的東亞運動會,我們可能會全班人馬去,去爭奪這個冠軍。至於回北京隊訓練,還需要等到這邊完全定下來後再與北京那邊溝通,他們也需要知道我的行程。 新京報:聽說你受傷後,北京隊的袁指導(俱樂部副總袁超)還給你來了電話。 李學林:我們相互間傳短信,他也很關心我的傷勢,問候一下,我也跟他說這傷沒什麼關係之類的。因為我平時訓練夠硬,把自己練得夠結實嘛(大笑)。 新京報記者 田欣欣 馬尼拉報道標簽:李學林 京報 說實話 亞錦賽 歸化迷你倉出租
- 8月 13 週二 201318:21
鵬華聯手交行現金理財首批“快溢通”8月9日�動
據悉,self storage交通銀行在G月9日�動“快溢通”項目,持有交通銀行信用卡的客戶開通該項業務後,可實現自動申購鵬華貨幣基金進行餘額理財及自動還信用卡等功能。此次鵬華貨幣與交行推出的“快溢通”實質上也是一個用餘額打理閑置資金的好方法。“快溢通”的出現不單能夠解決百姓不斷刷卡卡內餘額總量降低收益降低這個問題,屆時百姓還可以選擇用信用卡消“銀行”的費,而自己的錢則可用來購買鵬華貨幣基金,使用資金更靈活。
- 8月 13 週二 201318:11
今日香港報章財經要聞
財華社香港新聞中心《經濟日報》券商撐內地經濟 港股添動力 夜期漲60點 瑞銀:A股可升10%資金力吸 股市「代替品」爆升國策刺激 節能環保股發威基金狂追貨 大挾內銀淡倉東九商廈熱情退 租售價回軟 個別新入伙盤 半幢未獲承租觀塘皇廷廣場 多宗蝕讓成交嘉里西半山項目 擬現樓登場荃灣昇柏山 有望月內開賣市場信心穩 A股料有力上衝 京頻推穩增長措施 滬指重上2100關富豪紛入市 A股見底?《信報》縱橫政經界終年九十五 �生元老利國偉逝世謙厚務實博學多才 見證經濟盛衰 引入匯豐 利國偉贏讚賞港股漲463點 國指撲萬點大關 憧憬內地經濟維穩 成交647億三周最旺日本城申請上市阿里月內定上市地日經濟數據遜預期 美股中段反覆偏軟廣汽董事長張房有「請假」兩月 疑涉劉鐵男案被帶走調查警拘秦志威 中金再生共4人被捕李寧半年蝕1.新蒲崗迷你倉8億 改革初見成效海外業務拖累 中電半年盈利遜預期保誠業績勝預期 倫敦股價創新高《星島日報》大戶「回巢」 炒起中港股市滬指兩月新高 落後股大反撲金價突破1340 招金漲17%日增長乏力 加消費稅陷兩難中金再生主席疑被捕中電澳印業務虧損嚴重李寧中期盈轉虧1.8億淘寶村興起 推動農村就業《蘋果日報》�生元老逝世 銀行教父利國偉 叱?政經半世紀一日內促成匯豐買�生招行折讓一成供股 10供1.74籌350億 料周五宣佈民行中期有集資壓力秦志威到商罪科自首Blackberry考慮賣盤中港股升2%冠全球 曹仁超:仍有兩成半上升空間港交所狂飆 大市有後勁國策解碼:經濟好壞 遠較放水關鍵中電料下半年仍難捱 (L)更多精彩內容,請登陸財華智庫網 (.finet.com.cn) 或財華香港網 (.finet.hk)
- 8月 13 週二 201318:03
BUSINESS DIGEST
Hang Seng lowers HK export growth forecastHang Seng Bank lowered its forecast for Hong Kong’s export growth to 4 per cent from 6 per cent this year, citing the slowdown in the mainland’s economic expansion.新蒲崗迷你倉 It expected growth in the city’s gross domestic product to have accelerated to 3.3 per cent in the second quarter from 2.8 per cent in the first, benefiting from improving consumer spending and business investment. The bank maintained its forecast for full-year GDP growth at 3 per cent. Kanis LiState Council to allow more private banksThe State Council unveiled plans to set up more private banks to boost financial support for cash-starved smaller firms, in the latest bid to bolster the slowing economy. “We will actively develop small-sized financial institutions and open up the channel for private capital to enter the financial sector,” the cabinet said in guidelines on the government’s website. ReutersAnother mini storagean held in China Metal caseThe police commercial crime bureau made another arrest yesterday in its investigation of China Metal Recycling, which the Securities and Futures Commission has put into provisional liquidation. Police said they arrested a 47-year-old man named Chun, without giving his full name, and were keeping him overnight for interrogation. Three other people were arrested late last month, including the wife of Jacky Chun Chi-wai, the firm’s chairman. Charlotte SoShanghai jewellers fined for price fixingThe Shanghai Gold & Jewellery Trade Association and five jewellery retailers in the city were fined a total of 10.6 million yuan for manipulating gold prices in violation of antitrust law, a National Development and Reform Commission official said on state television. Hong Kong retailers Chow Tai Fook and Chow Sang Sang’s Shanghai shops had reportedly been investigated, but neither was fined. Celine Sunself storage
- 8月 13 週二 201317:54
基本面成壓垮多頭最後稻草
□渤海銀行 蔡年華從今年4、5月份開始,儲存我國債券市場步入調整階段,收益率呈現波段上行,目前已創出2012年以來的新高。盡管資金持續緊張,導致收益率中樞不斷抬高,但是多頭之心不死。核心理由在於,前期經濟增長處於疲軟狀態,多頭期待流動性預期穩定後經濟基本面能重占主導,並帶來新一輪的牛市。然而,7月宏觀數據基本宣告多頭願望的破滅,債市調整或許才剛剛開始。回顧年初以來的行情,債市運行的內在邏輯發生了一定變化,經濟基本面的影響逐漸減弱,而資金面的影響不斷擴大。年初資金面超預期寬鬆以及市場配置需求高漲,使得一季度債市出現短暫的牛市。而一季度經濟數據的弱勢並未使得二季度牛市延續,主要的衝擊有兩個:一是債市監管趨嚴使得機構去杠杆;二是資金危機引發收益率平坦化上行。這二者的影響至今尚未消除,但市場多頭一直期待資金預期穩定後經濟基本面能重占主導,並帶來新一輪的牛市。7月的經濟數據使市場不得不重新審視基本面。雖然7月CPI與上月持平,後期大幅上漲的可能性較小,但經濟已經出現企穩複蘇信號,當月工業增加值增速大幅反彈至9.7%,進出口貿易出現10.1%的恢複性增長,信貸結構中中長期貸款占比也達到60%以上。如此種種,顯示政府穩增長的效果開始顯現。從這個角度看,多頭的“基本面情結”也變得不那麼樂觀,甚至成為摧毀市場多頭的最後一根稻草。對於市場而言,目前需要厘清的是市場的運行軌跡是否將在“經濟複蘇+中性貨幣政策”組合下新蒲崗迷你倉底扭轉此前的背離,並步入熊市行情。從7月數據看,經濟複蘇的信號的確較為明顯。後期能否保持複蘇態勢主要關注房地產融資環境的改善以及基建投資的加速。目前來看,出口波動性較大,短期的增長不具有持續性,雖然人民幣升值步伐已明顯放緩,但對出口的影響可能才開始顯現,而歐美經濟複蘇帶來需求改善波動性較大。消費方面,短期將維持穩定,因此經濟增長的動力主要來源於投資。政府將更多通過“盤活存量、優化增量、著力提高財政資金使用效率”來對經濟進行適度“微調”以促進經濟結構轉型。房地產融資環境的改善將促進房地產投資,同時基建投資可能繼續擔當溫和刺激的主要推手。另值得注意的是,8月底隨著對地方政府債務審計的結束,地方政府融資可能逐步恢複,這將加快相關投資活動的進程。與此同時,備受市場關注的資金面或維持穩中偏緊的狀態。原因在於:一方面美國QE退出預期使得熱錢流出壓力加大,外部流動性長期將出現偏緊的狀態;另一方面,銀行經歷6月“錢荒”後普遍拉長負債久期,縮短資產久期,資金融出期限縮短、規模下降,並直接導致資金利率中樞抬升。雖然央行有意平滑資金波動、降低利率水平,但主要通過公開市場操作來進行短期調節,而非動用存貸款利率和存款準備金率,貨幣政策整體偏中性,因此資金面易緊難松。目前,市場對資金面的預期基本統一,基本面後期將成為市場關注的焦點。鑒於“弱經濟+中性貨幣”的組合正轉化為“經濟複蘇+中性貨幣”,債券熊市行情可能才真正開始。mini storage
- 8月 13 週二 201317:46
2,358萬買入 獲逾3,000萬貸款 瓏璽內地客 借凸樓價
【本報訊】金管局收緊按揭貸款後,self storage按揭成數大減,一名大角嘴瓏璽內地業主,繼去年承造一按及二按後,新近於1個月內透過私人借貸方式,向兩名內地人分別借貸800萬及1,500萬元,兩筆款項幾近借足樓價百份百。業界形容此為極度危險借貸狀況,一旦樓市下滑,資不抵債,業主勢淪為負資產兼要即時償還所有欠款。記者:湯家明林志光張姓內地人於2011年中斥資2,358萬元向新地(016)購入瓏璽2座中層B室,建築面積1,343方呎,實用1,061方呎,實用呎價2.2萬元。土地註冊處資料顯示,該名內地業主去年10月,向永亨銀行承造一按,同月向世匯財務有限公司承造二按,當時金管局已再度收緊按揭,逾千萬元物業最多按五成,內地人再降一成,理論上一按只能借943.2萬元,二按未有顯示成數或金額。該名業主以持有中國護照身份購入瓏璽,報住清遠市假日豪苑,今年6月及7月初,採取私人名義貸款方式向梁姓內地人借800萬元,相隔不足3周,向同報住假日豪苑的黃姓內地人,再借1,500萬元,3周內合共借迷你倉,300萬元,等同購入樓價97.5%,連同一及二按,借款逾3,000萬元,超出樓價。中原按揭董事總經理王美鳳形容,上述「借凸」情況極度危險,銀行會擔心借款人財務上出現問題,「分分鐘好快斷供」資不抵債下,遇上樓價下滑,業主面臨即時還款及成為負資產。經絡按揭轉介首席分析師劉圓圓指出,向私人承按情況罕見,槓桿亦太高。現時銀行網上對該單位估價大約2,420萬元,較其購入價上升2.6%,或高62萬元。永亨有權要求即時還錢謝天良律師表示,本港就算是親朋戚友,也不會輕易以個人名義借出一大筆金錢予人買樓,特別涉及數百萬至上千萬元的借款,除銀行外,一般也可向財務公司借款。有關個案居然有人願以作為第三及第四貸款人借出金錢,且總額更接近單位的購入價,連第一及第二按揭,總借貸應已遠超購入價,除非該單位現時已升值逾倍,否則借款人承受極大借貸風險。如首按及二按借貸人,事前未獲知會及不同意相關第三及第四按揭,更屬�約,有權要求借款人即時還錢。本報昨截稿前未能與永亨銀行聯絡查詢有關事項。 文件倉
- 8月 13 週二 201317:39
從“雙低”品種中尋找估值修復機會
證券時報記者 朱雪蓮據證券時報數據部統計,存倉當前A股市場中有432只股票動態市盈率在20倍以下,而在10倍以下的也有118只。世榮兆業、光大銀行、冠城大通的市盈率最低,還不到4倍;北京銀行、交通銀行、興業銀行等12只股票的市盈率也在5倍以下。不過,由於今年行情的主線是成長與題材,這些低估值的周期股大都表現不濟,今年以來下跌的個股就達266只,占比高達61%,煤炭、白酒、有色股跌幅居前,成為低市盈率、低股價的“雙低”品種。從行業分佈來看,這些股票以周期性個股居多,主要集中在煤炭、電力、房地產、機械設備、交通運輸、批發零售、金融、石化等八大傳統行業,其中銀行股整體市盈率最低。據統計,16只銀行股的市盈率都在6倍以下,光大銀行最低,僅為3.54倍。首先發佈半年報的華夏銀行上半年實現營業收入222.07億元,同比增長14.16%,淨利潤73億元,同比增加12.24億元,增長20.14%;基本每股收益0.82元。截至6月末,華夏銀行總資產達15071.52億元,較年初增加182.92億元,同比增長1.23%。盡管華夏銀行上半年不良貸款餘額和不良貸款率均出現攀升,不過目前業績依然保持穩定增長,有助于緩解投資者的擔憂情緒。作為權重藍籌,銀行股如果後續發佈的半年報尚好,則有助于該板塊的企穩,對於A股也具有舉足輕重的作用。值得一提的是,化工股作為傳統的周期性板塊,在草甘膦、氨綸分散染料等細分子行業中跑出了不少大牛股,橡膠輪胎板塊也整體表現不俗,今年漲勢較大但當前市盈率低於20倍的有揚農化工、友利控股、中鼎股份等,未來這些逆周期景氣的個股會否持續走強,值得繼續關注。隨著市場風格轉化,蟄伏已久的周期性股票近日集體反攻。如果股指的漲勢還能持續,考慮到A股進入半年報披露密集期,那些業績尚好、估值偏低且漲幅也少的“雙低”個股或許會迎來一波估值修復行情。因篇幅有限,我們選擇部分相關個股供投資者參考(附表)。部分“雙低”品種一覽代碼 簡稱 年內漲幅(%) 昨日漲幅(%) 市盈率 總股本(萬股) 中期淨利潤同比(%) 行業000629 攀鋼釩鈦 -43.69 - 17.89 858974.62 淨利潤下降46%∼55% 金屬、非金屬002304 洋河股份 -42.08 3.13 6.00 108000.00 淨利潤增長0-10% 食品、飲料600997 開灤股份 -36.48 9.93 16.71 1自存倉3464.00 淨利潤減少58%到62% 採掘業002029 七 匹 狼 -34.80 1.75 8.28 75567.00 淨利潤增長0%至15% 紡織、服裝、皮毛601628 中國人壽 -34.58 3.58 9.73 2826470.50 淨利潤增長50%以上 金融、保險業000898 *ST 鞍鋼 -20.62 2.33 10.32 723480.78 淨利潤約人民幣702百萬元 金屬、非金屬002419 天虹商場 -20.07 0.23 9.22 80020.00 淨利潤增長0-20% 批發和零售貿易000030 富奧股份 -19.98 3.50 16.06 129869.51 淨利潤盈27000-29000萬元 其他製造業002142 寧波銀行 -18.37 3.42 4.80 288382.05 淨利潤增長10-20% 金融、保險業600027 華電國際 -17.15 1.59 7.26 737108.42 淨利潤增加約510%至530% 電力、煤氣及水的生產和供應業002535 林州重機 -15.77 3.43 15.63 53657.46 淨利潤增長20-50% 機械、設備、儀表000543 皖能電力 -15.00 2.05 10.97 105317.41 淨利潤上升185.07%—207% 電力、煤氣及水的生產和供應業601789 寧波建工 -8.67 2.05 18.82 48804.00 淨利潤增長幅度為70%-100% 建築業600795 國電電力 -6.36 1.73 7.12 1722989.37 淨利潤增長50%以上 電力、煤氣及水的生產和供應業002251 步 步 高 -5.84 2.91 10.14 59711.59 淨利潤增長20-30% 批發和零售貿易002293 羅萊家紡 -5.71 0.55 16.44 28072.62 淨利潤增長0-20% 紡織、服裝、皮毛000024 招商地產 -4.67 - 14.93 171730.05 淨利潤變動105%∼113% 房地產業600642 申能股份 -4.36 1.73 9.68 455203.83 淨利潤增長70%左右 電力、煤氣及水的生產和供應業601933 永輝超市 -4.30 1.79 16.60 153580.00 淨利潤增長100% 批發和零售貿易數據來源:證券時報數據部迷你倉新蒲崗
