Monday, November 20, 2006

港官組團過大海

澳門同博彩已劃上等號,皆因後者成為澳門的經濟命脈。禤中怡的朋友趁賽車去澳門走一趟,也想感受一下汽油和金錢的味道。

朋友話封路對交通的影響不算太大,但在一間新開的酒店門口,竟見到一個重量級的「旅行團」,團員絕對有份量,帶頭下車的是曾特首領導班子的葉局長,而除了行政代表外,當然少不了立法代表,包括鄭大班,石議員等。據朋友估計,他們今次來澳門相信不會是單純旅遊那般簡單,皆因大家怎樣熟絡也不會如此組團吧!

禤中怡的朋友後來打聽到這個「重量旅行團」好像會參觀當地3個史丹利何的對手,包括永利、金沙和華人代表的銀河也,至於純粹觀摩,或是另有任務則不得而知了。但,其實向外取經或美其名叫海外考察,一向是為官或立法會議員的工作之一,起碼不會落後於大形勢。

甚麼大形勢?就是引入競爭所產生的市場效應,如史丹利何的賭場王國面對其他對手圍攻,據聞市場佔有率已跌破60%,雖然話個「餅」(即Market)變大了,實質落袋的反倒增加,但史丹利何這位賭王也要急急腳撬走了為金沙賺大錢的麥輝霆往澳博出任業務發展總裁坐鎮應付,相信最少在公司日後上市時,起碼有個具份量專才向芬佬講解前景,兼為市場佔有率下跌解畫啦!言歸正傳,除了旺丁旺市外,今日澳門確實還吸引不少海外人前來打工。朋友話有些娛樂場的員工來自內地已見怪不怪,如有位本來在惠州做廠的也跑來參與服務業,但來自印尼、泰國和菲律賓就認真不能忽視,因隨時連東南亞人也不來港工作了。朋友話儘管葉局長輕裝上陣,但面對自由黨曾提出香港也可研究發展博彩業,相信過大海望望無壞,至於他們有否玩兩手?當然不知道啦!

低調香港公司無人知
禤中怡講過,瑞典名牌相機哈蘇的大股東居然是香港的一間低調到不得了的公司石利洛洋行。經禤中怡打聽,還有一個在歐洲具領先地位的牌子,原來都是香港公司所有,這間公司就是曼佳美。

曼佳美這隻慳電膽是德國品牌,甚至不少產品都在德國生產,不過在慳電膽市場上,同荷蘭飛利浦、德國歐司朗(OSRAM)及美國通用電氣爭一日之長短的公司,其實並非一家純德國公司,母公司利安電光源(香港)是一間香港公司,不過長期以來很多研發工作放在德國,加上公司老闆又同石利洛洋行一樣低調到出奇,所以如果不加以研究,真的不知道內情。

當然無人發現這家香港公司,又同公司作風不似香港廠佬式風格經營有關。香港廠佬一向有個缺點,就是一味貪平,永遠不會投資新科技,當間公司上了軌道就只顧節省成本或搞大傾銷,講到政府提出甚麼環保要求就「牙痛咁聲」。但利安電光源作風「好德國」,不只低調,而且有資金就投放於新技術,歐盟有何環保要求永無耍手擰頭,亦都做廢物分類。公司環保政策一向很清楚。試問有幾多香港公司又會做到這些呢?

但禤中怡感到很失望的是,這間公司同石利洛洋行一樣,又是無上市,你想投資都無門路。所以在香港投資工業股很艱難,好像德昌電機(179)這麼好的公司很少願意上市,反而「成棚」新公司上市後,籌集得來的資金不務正業,搵小股東笨的居多,視小股東的錢為不用抵押的永久性、無了期自由貸款,完全無責任心。所以低調的好處是永遠無人知,商場敗家仔們就日日出現在娛樂版或者政情版,不務正業,你話在香港點投資工業股?

(11月20日刊於《am730》)

11 Comments:

At 10:59 AM, Anonymous Anonymous said...

反對香港建賭場!

 
At 6:12 PM, Anonymous 井蛙 said...

先生:
其實香港也有些好的上市工業股,如:0408.HK葉氏化工集團有限公司、0255.HK龍記(百慕達)集團有限公司、0669.HK 創科實業有限公司 、0450.HK 鴻興印刷集團有限公司、 ~~~~~~~只是工業股很難長久保持市場優勢及高回報~~~~~~。
小井蛙曾擁有以上公司股票[已全賣出]。

也不反對先生所講:[好的公司很少願意上市,反而「成棚」新公司上市後,籌集得來的資金不務正業,搵小股東笨的居多,視小股東的錢為不用抵押的永久性、無了期自由貸款,完全無責任心。所以低調的好處是永遠無人知,商場敗家仔們就日日出現在娛樂版或者政情版,不務正業。]

 
At 6:35 PM, Blogger DS said...

我是偏好工業股的。因為我是在工業工程界工作。所謂力不到不為財。買入一些毫無頭緒的股票不如入馬會買曼聯。可能仲有保障!

另外補充一點,石利洛公司以前一直代理 Nikon 的相機。近十年 Nikon 才自行做回代理。攝影機發燒友,無人不知。

 
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