Monday, July 23, 2007

Linus看數碼港

書展湧出不少新書,禤中怡一下子也消化不了這麼多寶貴材料,但看到Linus,即曾任香港電訊總裁,前電訊盈科(008)副主席張永霖的新書「成功路」(圖),不禁拿上手細味。雖然書中未有提到他與Richard Li(電盈主席李澤楷也)之間的事情,有的只有以前在國泰(293)和香港電訊的往事,殺傷力不強,但其中有一篇卻似乎顯示他對李澤楷某些決策的不滿,未知是否在述說以往被打入冷宮的一點一滴。


原來當年由盈科數碼動力於99年牽頭搞出來的數碼港項目,張永霖認為對香港是一個沉痛的教訓。


他在書中談到香港經濟前景時指:「經濟轉型,也要揚長避短。不自量力、異想天開的事,盡量少做或不做。你要把香港建成科技研發中心、亞洲的矽谷,用心良苦,但一無科技基礎、二無科技人才,三無科技實業,四無科技領導精英,只是心血來潮,信口開河,結果在這種思維下形成的數碼港變質成為一個房地產項目,不僅浪費資源和壞了規矩,也損害了香港的國際形象。」從這段小小評論可見,Linus個人亦反對這個數碼港項目,而且一針見血道出因由,並非無中生有。


話雖Linus在書中談到管理之道,特別在國泰和香港電訊工作期間如何化解工潮,以及辦公室政治問題,奈何面對真實環境,公司被併購,香港電訊變電訊盈科,始終敵不過公司易手的大權旁落命運,多少反映打工仔的悲哀。


不過,該書提到的人和事都值得回味,有些的確鮮為人知。中間部分更加插了他的投資經驗和真實故事,簡單易明,或許他可考慮改行寫理財書籍,分分鐘挑戰那些大學博士兼亞洲股神。


他在書中最尾部分提到:「如果你們喜歡,我還會寫下去的!」相信大家最渴望看到他和Richard Li之間的故事吧!


解不通的網通
重磅股業績期即將展開,估不到中國網通(906)先行一步,有報紙竟然先「披露」其業績表現,企業管治水平確有檢討必要。


其實,傳媒要搶新聞,不夠驚天動地泣鬼神的怎能爭取到版面刊登呢?所以上周《上海證券報》和《國際金融報》均引述網通(香港)有限公司管理層人士消息指,初步數據顯示其今年上半年稅前利潤將較去年同期跌6.9%至91.17億元人民幣。


網通董事會何時開會,討論中期業績報告,還未有正式公布,料不到市場先有消息。更難得的是,有聲稱網通發言人的代表卻又向本港傳媒指其管理層無接受任何訪問,數據亦來源不明,報道所指數據不正確。究竟那名發言人又是不是真的呢?那份報告的數據為甚麼又知道是錯的呢?


不過,投資者最醒目,網通上周三出現該「新聞」後,股價即跌至20.3元收市,單日就不見了2.34%,而成交股數更由前一日的685萬股急增至當日的1,130萬股,那麼這宗「新聞」究竟對股價的殺傷力又有多大影響呢?


禤中怡知道難以掌握真實情況,故只有提出疑問,供大家研究外,最重要的是,做裁判的港交所(388)又是不是對那兩份內地報章的報道不感興趣呢?之後有聲稱網通發言人的代表又發表反駁言論,港交所更是毫不在乎?禤中怡往港交所網站查看,直至昨日為止,網通連一份就業績傳聞的聲明也沒有,令人摸不著頭腦,莫非藍籌股真的有特權?今日二三線股的頭頭只是想爭取多一點版面曝光,稍為講得過火一點便遭港交所查詢,兼要刊登澄清聲明,但今次重要到不能再重要的業績傳聞卻不當一回事,應該怎樣解釋?其實,《上海證券報》和《國際金融報》來頭不小,前者屬監管機構如銀監會、保監會指定披露訊息的報章,後者則是由人民日報社主管,若今次所披露的訊息非真確,且如聲稱網通發言人的代表指網通管理層無接受任何訪問,即代表該份報章做「假新聞」?該兩份報章又有沒有跟進呢?


(7月23日刊於《am730》)

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