Wednesday, August 01, 2007

阿仔勝阿媽

大市反彈速度令人目不暇給,單憑滙豐控股(005)一隻就表演單日升3元的罕有景象,只計大手成交便破千宗,反映補倉盤旺盛。早上未開市,已有一球多(約120萬股)做144.4元一股,即涉1.73億元,較前晚收市彈3元,之後安然在高位徘徊,但似乎滙控管理層幫股東增值的能力,就不夠其兒子(恒生(011))叻。


恒生昨日升個不亦樂乎,相信老股東今趟飲得杯落,好過開完股東會,淨係收份午餐回家。該股雖未能以全日最高位收市,報124元,仍升11.1元,夠晒交代。最重要的是,交投驚人,平常才不過數百萬股,即使在過去一年,最高一日的成交股數亦不過1,600多萬股,昨日卻竟然有多達2,338萬股成交,立即成為市場焦點,其中超過1,900萬股更屬大手成交,反映獲基金等垂青,股價要進一步造好不難。


該股昨日早段交易區雖升上116至118元之間,但真正展現實力的,是在下午開市十多分鐘後莫屬,其時竟有投資者掃20萬股,叫120元,即涉2,400萬元,十多分鐘後大手叫價已升1元,5分鐘之後又再升1元,即是每股見122元,確認在高位行走。今次機構大戶湧進,相信非貪圖該行的第二次中期息,畢竟金額比去年未有增加,根本不值一哂,當然「財息兼收」就更理想啦!


這兩隻股份無論業績和股價同樣造好的原因,莫不是來自內地的投資,可見今時今日內地因素已凌駕於其他市場業務。或許會覺得這種靠所持公司上市獲特殊利潤的策略難長期維持,況且這種推動方式亦未必實在,但若果管理層的投資眼光無錯,投資者亦無理由離棄這些公司,最重要的是長遠利益所在。當然,如果他們的投資對辦,何不直接投資這類股份呢?所以中資金融股升勢好像停不了,如5隻中資金融股便推動恒指升92點,佔全日上升比重的20%,而未入藍籌的交通銀行(3328)也升1.6%。


港股在這些金融股推波助瀾下,兼且昨日賣地成績人人話低於預期,即地產商入了平貨,日後賺得更多,又可作為升市藉口,難怪這兩日大家已忘記了美國次級按揭的煩惱,投向祖國的懷抱。


寶馬也要建口碑
還有兩個月,德國寶馬(BMW)於慕尼黑的新巨型標誌物BMW Welt(英文名為BMW World)就落成,建築物本身外形相當震撼,日後貴為寶馬的客戶,將可在這個被形容得像一個教堂般的陳列室交收靚車。


其實,面對日本車來勢洶洶,特別是豐田這間大廠,同級數的凌志車系(Lexus)已處處進迫,最近看《International Herald Tribune》一篇報道,在 J.D. Power & Associates最新的一個就質素調查發現,凌志僅落後於保時捷而排第二位,但比平治和寶馬高3和19位之多。雖然不知道這調查如何計算,但可見凌志的推廣策略奏效,簡單講就是有口碑也!


由於凌志產品的科技和質素部分等與歐資車廠日漸拉近,寶馬必須在品牌上下功夫,所以希望進一步增強競爭力,就必須讓客戶建立自豪感。


寶馬讓客戶日後買車時多付457歐元(約4,898港元),便可經歷一次寶馬之旅,參觀慕尼黑的3系房車生產線,兼在BMW Welt享用一餐,因為內裡將擺放全線車系產品,像藝術品般讓人欣賞,感覺自然非同凡響。BMW Welt每年將接待8萬名訪客,當中料包括在那裏交收4.5萬部新車的客戶,即每日約170名新車主,數目不算多,但有口碑就可以協助其進一步推售,不像在代理商門口收車那般平凡,而平凡就是今日營商的致命傷。


這幢建築物傳聞花費2億歐元(約21億港元)興建,但換來不平凡的體驗可能仍值得,如有興趣看看,可到http://www.bmw-welt.com/看看。


(8月1日刊於《am730》)

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