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香港特首梁振英1句話讓10只股票單日蒸發138億 @ 2014-05-28T12: Back Hot News
Keyword:自由行
Concept:削自由行零售股 , 零售收租股蒸發
(綜合報道)(星島日報報道)近期社會出現反對自由行聲音,特首梁振英在策略發展委員會提及減少兩成自由行旅客數字,雖然他昨天強調只是提出討論而非建議,但一眾與自由行密切相關的收租股及零售股即刻被「震散」,市值一日蒸發逾一百億元,其中九龍倉市值減少五十七億元;業界即時大力反對削減自由行。港府消息人士表示,特首希望能刺激各界就自由行問題發聲,讓政府能找到檢討自由行政策的「平衡點」。
削減自由行消息令昨天多只零售及收租股受壓,九倉(004)跌3.5%,市值蒸發58億元,希慎(014)跌3.5%、周大福(1929)跌3.2%、莎莎(178)跌3.8%、卓悅(653)跌2.3%。5股市值合共蒸發113億元。
行政長官梁振英擬削減訪港自由行數目20%,消息一出,收租及零售股即時受壓,其中九龍倉集團(00004-HK)、周大福(01929-HK)、莎莎國際(00178-HK)及希慎興業(00014-HK)均分別得逾3%跌幅,4股今日市值蒸發了接近112億元。由於有關措施是否落實屬未知數,在此陰霾情況下,料短期內相關股份暫未跌夠。

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