Monday, June 18, 2007

事先張揚的收購

上市已半年的中國通信服務(552)上周五收市報5.75元,與招股價2.2元比較,原來已經累積上升1.6倍,對股東絕對有交代。不過,未知該公司與另一姊妹公司中國電信(728)之間的關係是否太親密,親密到自己還未公布的交易,已由「家姐」中國電信向外披露。


禤中怡留意到做固網通訊業務的中國電信,與經營電訊基建業務的中國通信服務之間的關連交易,需要再簽訂補充協議,因為中國通信服務業務經營的地區將大幅擴充至19個,包括上海市、重慶市、廣東省、福建省和四川省等,即是話中國通信服務將拓展沿海城市業務,他朝可協助電訊營運商發展3G業務,尤其是替中國電信拿到3G牌照後鋪設網絡,而進軍內陸省份,亦可同中國移動(941)傾生意,幫對方拓展現有GSM網絡,總之增長故事繼續有得講。


不過,看看中國通信服務的招股書,該集團現時只於6個地區擁有業務,話雖講過在上市後12至18個月向母公司收購資產,但始終無講明是那些城市及省份,只話會考慮有關省份的經濟表現、當地電訊市場客戶人數等作為參考標準,甚至可能分階段作收購,但今次反而是中國電信事先話對方將增加多16個地區的業務,豈不是中國電信「走漏風聲」?


中國電信又為甚麼會知呢?原來在公告內,中國通信服務話已建議透過收購來擴大業務,而要能夠即時擴大業務,中國通信服務當然要向母公司收購。問題是,為甚麼中國電信這間公司會比中國通信服務的股東會先知道的呢?莫非就是因為兩間姊妹公司均屬於中國電信集團旗下,可謂「同聲同氣」,而中國通信服務又為甚麼不能同時作出公告,因為「家姐」中國電信已刊發公告,無謂多此一舉?抑或是企業管治敏感度不足?


若果今日開市時,中國通信服務不用停牌的話,相信大家定必炒過不亦樂乎,即使股份真的停牌,或許港交所(388)要員應問問為何出現這種情況,起碼幫禤中怡解答一連串問號。


特首增人口締雙贏
特首曾蔭權向《金融時報》(Financial Times)話,香港可容納1,000萬人口才可提高競爭能力,挑戰美國大都會紐約和英國首都倫敦的國際金融中心地位,意味未來需要淨增長300萬人口才達標,包括引入人才或移民等方式增加人口,亦要加強投資教育和基礎設施以提升素質。提高人口數字明顯為地產市場再注強心針,這個訊息亦無疑為地產發展商提供絕佳炒作藉口,雖無時間表,但肯定要提升對住屋的需求。若300萬新增人口中只有1%是富豪,有能力斥數千萬甚至億元買樓置業,所涉人數便達3萬名!即使分10年來港,每年也有3,000名,試問港島豪宅怎不續創新高呢?或者大企業要幫這批有價值員工提供居所,就算不添置物業,也要租單位供他們開心生活,才不會有離異之心,可見政府可達增加人口目標,又樓市添生力軍,製造雙贏局面。


其實,曾特首應同時鼓勵港人「生產」更多,若要偷師,就不妨看日本企業的造法,像富士菲林(Fuji Film)從今年7月起,推出一系列鼓勵生育的措施,其中包括給生第三胎的員工發放100萬日圓利是,即約6.4萬港元,實行身體力行,之後每生多一個,就繼續多一封大利是,而小朋友上小學三年級之前,該公司員工可以享受縮短工作時間的權利,而治療不孕症的員工最長可獲得1年的休假。不過,等小朋友長大才買樓,恐怕曾特首的偉大政績難顯現,輸入富豪就快見效,而且地產商手上的貨又如何等得及這些未來業主長成才放售呢?莫非像某大地產商建好樓宇十多年後才賣?



(6月18日刊於《am730》)

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