Wednesday, March 07, 2007

領匯商場與冷氣巴

領匯(823)上市前後新聞未停,除獲對沖基金垂青外,與小商販之間就續租問題,終於隨著租期陸續結束而浮現。

一般而言,領匯管理層會否輕易提出口頭承諾確是疑問,酒樓東主訴諸法律爭取公道或更有用,但若純粹從業主和租客關係而言,續租與否的主導權始終在業主手上。

記得撤銷租務條例中有關租住權保證條文管制後,若租私人住宅,當合約結束後,業主有權作一個月通知,租戶便要遷出,即使租客曾為住宅裝修得如何華麗也無法追究。同樣道理,雙方簽定商舖租約時,租戶投入的資本便應考慮按租約年期作攤銷,即在制定生意額預算時,需考慮這筆支出,否則血本無歸亦只因投資過度所致。

領匯未接手商場前,屋邨商場純粹是一個提供基本需要的場地,但部分地點優越的無疑具備提升價值的能力,最重要的是,提升商場檔次有助吸引人流,即所謂有生意做,但翻新後,是否等於商場租戶能夠將產品和服務大幅加價,從而削弱區內市民的購買能力呢?禤中怡相信在這個充分競爭的商業環境中,不可能忽略周邊對手的存在,因為所謂人流,就是具備流動的特質,只會向具吸引力的商場閒逛和購物。

相反,如商場定位維持舊有模式,租戶可能因競爭力被削弱而流失生意,正如新酒樓出現排隊一小時,舊式酒樓有空位情況一樣,市場自然會反映真實情況。禤中怡明白要照顧弱勢社群,但只要看看領匯一些翻新後的商場,自然感受到變革的好處,況且領匯當年上市的最大原因,就是透過引入商業運作模式,由公司股東監察業務發展,避免浪費資源,並盡量反映及提升其價值。

未知大家是否記得巴士公司當年引入冷氣巴士,希望提升交通質素水平時,市民普遍認為這種策略其實是借勢調高車費,並批評太貴而建議保留舊巴士。事實證明,在炎熱的夏天,冷氣巴士發揮功用,大家慢慢亦習慣下來。最近禤中怡從報章投訴版中,發現有讀者竟投訴巴士公司經營的其中一條巴士線,未有提供足夠的冷氣巴士行走,乘無冷氣的巴士時感到非常熱。這段新聞看似風馬牛不相及,但若套入相類似境況,當領匯成功提升旗下商場檔次,商戶盈利能力提高,其他「未變身」的租戶看到如斯景象,會不會像那名巴士乘客要冷氣巴士般,主動要求領匯協助將商場翻新呢?

今日空巴 明日你公司
空中巴士(Airbus)受到旗下主力銷售產品空巴A380遲交貨影響,引致要大幅裁員,早已不是甚麼新聞。不過,很多人都仍然不明白,為甚麼空巴雲集歐洲精英,股東如德國、法國和英國全部都是頂級工業強國,為何還會發生電線長度計錯數那麼騎呢的事情而影響交貨。但曾於歐洲居住的朋友都會知道,空巴目前的騎呢景況,隨時在中國等地方重演多一次。

空巴主要是以法國同德國主導,兩個國家雖然是好兄弟,但性格大不同。在法國做司機就會知道,周圍是黃泥路,迴旋處多到「離晒譜」,完全不適合耳水不平衡的司機,路牌設計完全不統一。德國的情況就完全相反,高速公路井井有條,各項指示都清清楚楚,對小節非常執著,反映兩者對管理的看法分歧有多大。

空巴除該兩個股東外,還包括英國和西班牙,雖然延遲交付A380新機,但居然仍有能力協調各方意見,集團還撐得住,歐洲人是不是很厲害?

目前世界各國的大公司為了慳成本,將一個項目(project)拆散,各部分由不同地區的供應商負責,而世界不同國家因為文化差異,搞出手腳不協調的情況一點不出奇。查實法國同德國之間的情況已經比較好,至少空巴合作多年,其他不少大集團,好像Sanofi-Aventis這間全球性藥業集團,都是法德合資,兩個國家管理層仍知道怎樣管理對方的人馬,加上德國同法國零時差,車程又近,未致出現很大問題,但相信也要花極大的功夫才可運作暢順。

如果好似聯想(992)那般,因為收購IBM個人電腦(PC)部門,搞到高層管理人員陣容比得上聯合國,你話間公司決策以至執行時,手腳不協調問題是否更厲害?只要想到中國同美國東岸有12小時的時差,都已經知道問題並不是想像般簡單。所以不要笑空巴設計A380搞到一鑊泡,遲些可能有大公司「更進一步」,那時大家不要隨便笑人。如果想做大公司管理層,禤中怡勸各位多見識世界各國不同的文化,至少知道不同民族是何種性格,那麼日後處理大project時,就會少些痛苦,不用交那麼多學費。

(3月7日刊於《am730》)

15 Comments:

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Fxxk the Hong Kong stock market! The Sang Seng "index" just keeps fluctuating wildly as some punters long or short maybe one or a few stocks, eg China Mobile. As for all the other stocks, most investors don't even look at the fundamentals. That's why when you see a sharp fall of the "index" (triggered by the punters' activities), all the other stocks inexplicably plunge as well (even the ones with extremely good fundamentals).
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