Wednesday, March 29, 2006

從回教漫畫看雙重標準

丹麥報章《日德蘭郵報》刊登12幅諷刺回教漫畫,在全球引發的風波,至今仍未平息,事件的爭論點在於新聞自由,究竟應該「自由」到甚麼程度。部分人認同有關漫畫過火、回教徒的激動情有可原,但禢中怡近日在外國網誌(blog)上得知,原來以回教為主要信仰的國家埃及,其報章《al-Fager》早在去年10月已刊出該批漫畫,但一直未受抨擊及抗議,看看歐洲報章所受待遇,不禁疑惑︰這是否存有雙重標準?

據《Freedom for Egyptians》及《Gateway Pundit》等網誌稱,《al-Fager》早在回教漫畫風波爆發前4個月,(即去年10月17日、《日德蘭郵報》刊出該批漫畫後約半個月),已在其頭版及第17版,刊登了該批漫畫,並在文中批評該批漫畫bad taste。有網民隨即留言,罵上街示威的回教徒愚蠢、無弄清楚事件來龍去脈,指漫畫早在去年被刊登,到今年一月才作出激烈行動,有被人利用之嫌。

《Freedom for Egyptians》網主所寫的,頗值得深思。他寫道︰「針對丹麥的這場『聖戰』,在回教齋戒月(即去年11月左右)展開,不是更好嗎?皆因很多回教徒相信在齋戒月展開聖戰,更有意義。但爆發今次漫畫風波的不當時機,反映一切暴力反響,是由歐洲的極端回教分子煽動,具政治動機……」

有必要補充的是,《日德蘭郵報》刊登該批漫畫時,帶有認同的立場,相反《al-Fager》則以「譴責」為出發點。然而,假若一份歐洲報章,表明為了批判該批漫畫失當,而將其刊出,又會否被接受?

三李助now財經台打頭炮

聞說而久的now財經台,籌備工作經已去到臨門一腳的階段,而掌舵人羅燦已經準備好一個重量級的現場直播政治talk show,期望可以打響頭炮。新節目預計最快會於下月中旬啟播,初期每晚做半個鐘,試吓反應之後再睇會唔會加長。

要做一個高水準的直播talk show,一啲都唔簡單,而最重要的一環,當然是主持人,城中的「三李」;即政治閱歷深厚的「飛哥」李鵬飛、學者李彭廣及前星級新聞主播李燦榮都榜上有名。現時在有線主持清談節目的「飛哥」,被問及有否擔心有線會不滿他為「對手」省招牌時,笑言「最重要係言論自由!」又說他一直都好支持有線,而有線亦知佢將會兩邊走。他又透露,暫時會擔任其中兩晚的主持,而節目監製則是之前在商台專搞政治清談節目的湛國揚,飛哥直言有此「老拍檔」,令他對節目更有信心。

至於現任嶺南大學公共管治研究部主任李彭廣,則會每周出show一晚,據佢講,節目會集中談論公共行政,而形式則未定。

藥廠之噩夢
生物科技技術的進步,令不少小型的生化公司,光靠賣專利權給不同藥廠,就可以賺個滿堂紅。就像被視為禽流感救星的Tamiflu(特敏福),並不是瑞士羅氏藥廠開發,而是美國一間叫Gilead Science的生物科技公司研發的,羅氏只不過與這間公司簽了協議,由羅氏包攬全球特敏福的生產,兩間公司再分紅。香港都有用作治療乙型肝炎藥物Hepsera,也是Gilead Science研究出來。
不過,有些大學或生物技術研究公司所得的突破成果,就很可能令部分藥廠哭笑不得,前景出現一片陰霾。

加拿大英屬哥倫比亞大學的科學家,最近公布他們對TAP分子的研究成果。他們發現,利用TAP分子,在老鼠身上,就算疫苗被稀釋100倍,仍然能夠發揮效力,而且令愛滋病人都能接受疫苗注射,以及減低一些疫苗的毒性。在一些傳染病突然爆發時,亦不怕不夠疫苗用。

對公眾而言,這種技術突破當然是好消息。對軍方而言,也是好消息,因為毒性頗高的炭疽病疫苗,以及天花疫苗的安全性會大為增強。英屬哥倫比亞大學亦成立了一間公司,準備將這項技術的成果商業化。不過,TAP技術廣泛推廣的結果,是現時一劑疫苗可以當100劑疫苗來使用,主要的疫苗生產商肯定會首當其衝。現時全球疫苗市場的一些主導企業,像法資藥廠賽諾菲安萬特、英國葛蘭素史克等,難免會受到影響。在新技術衝擊下,現有疫苗生產商只好向更高增值的市場發展,例如愛滋病疫苗等加緊研發工作。

留意投資國內地產公司

恒生指數昨微升28點,收報15,451點。受到滙豐下調按揭利率的影響,地產股昨日有理想表現。即將推出不少新樓盤的恒地(012)上升1.4%,收報39.2元。相對每股資產淨值57.3元,現價仍然有32%折讓。早前私有化恒發(097)失敗後,四叔最近不斷增持恒發最主要的資產煤氣(003),反映煤氣的價值不止於此。恒地仍然是其中一間最便宜的藍籌地產股。信和(083)昨日股價創多年新高,股價再升6%至11.45元。以股價表現來說信和在近幾年的表現遠較恒地為佳,但四叔作風穩健,始終較為適合喜歡長線投資的投資者。另外,香港經濟復甦以及未來幾年新樓供應平均較過去數年低亦是支持樓市的原因。

然而,由於麵粉已不便宜,未來的邊際利潤亦應不如04及05年,不少發展商已逐漸進入國內的二三線城市以爭取較佳回報。受惠於人民幣升值,不少國內地產股的股價已大幅飆升。例如去年在1.5元左右大額回購的中國海外(688),以及不斷在北京增加土儲的華潤置地(1109)亦然。不過,不少公司的股價已大幅超越資產淨值。現時市面上較便宜的國內地產股並不易找到,不過亦可留意一些有投資國內地產的公司如路勁(1098)以及九建(034)。前者投資廣州的地產已有所收成;後者去年收購了深圳上市的深圳市物業發展,重建後的價值應遠高於買入價。

(17-02-06 刊於《am730》)

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