Thursday, August 24, 2006

無知議員引爆領匯鬧劇

昨天香港出現「外國侵華」鬧劇,事緣立法會議員陳偉業向傳媒透露英國兒童基金TCI想聯同數名基金經理「謀反」,希望大舉撤換領匯(823)管理層,甚至將之私有化,來實現加租夢想,但只換來鬧劇一場。 本來領匯上市時,香港股民可優先認購,不過受市況影響,害怕認購,但外地投資者早已知道其真正價值,不怕你貴、只怕你無貨的心態,「瞓身」認購,老外們在上市後更大手吸納讓香港市民賺錢,到香港人沽清領匯,飽食過後,有聲音卻反過來指責領匯瘋狂加租,累及香港市民云云。其實,若小股民們以投資而不投機的態度、長線持有領匯不放,TCI可有機會乘虛而入收夠貨呢?因此有立法會議員看似見義勇為,聲稱阻止領匯加租,更要曾特首出馬等的行徑,禤中怡看來,既不合情、也不合理,在在只顯示出當事人對正常股票市場及REITs(房地產投資信託基金)之運作的不熟悉及水平不足罷了。而市傳用每股25元作價私有化亦未免太貴了,即使大幅調升租金,租金回報率亦不會急升一倍,故精於計算的基金經理不會提出如此高價收購。另外,REITs是不受《香港公司收購及合併守則》有關私有化或全面收購的規定限制的,大股東持股量達30%,也無權強迫小股東售股,要私有化並不容易。 對比其他上市公司,領匯確實更照顧小股東利益,不斷加租與翻新提高股東整體回報。禤中怡曾在將軍澳厚德邨商場散步,裝修不僅美輪美奐,多個租客均是高級食肆與商店,旁邊東港城部分租客更被厚德商場搶走,以往雜貨與乾貨店消失得無影無蹤。但卻未曾聽到附近居民抱怨,反給予留連好地方。雖然該議員為公義著想,但他會令股民憧憬,令昨天股價波動,以公平計,該議員應向證監會申報,自己有否曾買賣上述基金,否則只會與一般財經專欄一樣:「自己唱好幫人出貨」而已。
金融界燈神幫公司賺錢球季快開鑼,各傳媒賭波版同賭波節目紛紛出籠。今年有些奇怪,有傳媒居然用燈神招徠聽眾,像商台球迷集中贏用八一九燈神再臨做噱頭。無他,去年香港燈神中的燈神黃興桂在報紙提供的貼士有七成都輸,如反轉頭買豈不發過豬頭。各傳媒搵燈神招徠係有道理,此乃另類貼士也。除賭波,查實不少外資行都請一些燈神坐鎮。以前在一間好大的美資行,有位交易員可謂霉氣十足,「買邊樣衰邊樣」,表面看難替公司賺錢。但他照樣年年有花紅分,公司亦沒有將他解僱。並非這位交易員的辦公室政治高明,可以保住個位,而是這位燈神的程度幾乎同黃興桂有得揮,個個同事都知他「買乜衰乜」,無得解釋。於是其他部門的交易員全部同他做相反的決定,令其他部門賺大錢,在幾次突發衝擊都無損手爛腳。公司有見及此,因此特意請他留下,分配些少交易讓他處理,方便其他部門的同事趨吉避凶,由於這位燈神係洋人,亦不介意成為中環首席燈神。據講,這位中環首席燈神依然在那間美資大行返工。其他公司要挖他並不容易。所以運氣不好不要緊,如果你的倒霉運氣能夠令其他人帶來好運,現在一樣有得撈,黃興桂之所以成為網上球迷之神,只因去年七成的失準率,要買贏有七成都難,更何況買輸?所以被譽為燈神,千萬不要氣餒,因今日燈神對大家都好重要,件事是好還是壞,在乎觀點與角度。
(8月24日刊於《am730》)

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