Thursday, November 15, 2007

滙控默默革命

只見日圓加息無望,兌美元由110跌至逾111日圓,套息盤怎會不湧現,而且有美股推波助瀾,港股經歷多個黑色星期一,恒指曾錄有史以來最大跌市後,竟迎來歷史性第二大點數升市,可見日前談及好友有反撲之勢,絕對不容小覷。


見到隻獅子銀行(滙豐控股(005))終為美國次按業務大力撇帳,實行與同業拍住上,就可減低對個別股份影響,因為其他對手也參與,並非唯獨自己睇錯市嘛!


因市場早作心理準備,撇帳令美國業務轉盈為虧的壞消息,可變成負面因素暫告一段落的「好消息」,滙控股價在英國曾漲逾4%,而另一飽受次按煎熬的貝爾斯登話第四季還要撇帳12億美元,但已視為金額減少,股價也曾升逾6%,可見市場態度真是高深莫測。不過,今次大撇帳始終要有人承擔責任,究竟管理層會否減點酬金以表歉意呢?


滙控一直飽受股東炮轟,主席葛霖可謂腹背受敵,皆因股價始終未見起色,人家(如中資金融股)卻升個不停,貪心的大戶自然心急。無疑滙控股價表現不覺突出,但給予投資者的「安全感」,在整個投資組合中應佔一部分。


其實,該集團默默地在起革命,最近有些人事調動,值得留意。滙豐投資早前調任Barbara Rupf Bee為機構性銷售部門的全球主管,負責統領全球機構性業務發展。她於03年加入滙控,參與私人銀行的對沖基金相關基金投資小組,但原來在金魚缸工作經驗豐富,早於85年在摩根大通打工,及後涉獵固定收益和對沖基金領域。她在滙控原來的職位為HSBC Alternative Investment的CEO,即負責對沖基金策略,而該職位將由現任私人銀行CEO的Nigel Webber兼任。Webber工作的機構於98年被滙控收購,變相加盟其私人銀行部門,以往於倫敦和紐約的花旗集團發展事業。


此外,滙控又開新職位,成立名為亞太地區槓桿及收購融資部董事總經理,由原來於歐洲負責同樣業務的Jeff Bennett,從老遠的倫敦調來香港展開新業務。面對區內企業收購、再融資及槓桿式收購活動增多,實在有必要找高手過來,甚至要想出一些具創意的融資方案,以配合不同收購交易的需要。他曾於大摩打工7年,同樣負責類似項目。雖然對投資者來說,這些人物的名稱看似無關痛癢,但可見內部調動展開,銳意加強機構性投資者的服務,希望提升其一條龍金融服務的深度和闊度。


傳統以來滙控給人的印象是「紅褲仔」出身,高層在公司工作有數十年方夠江湖地位,但上述高層卻似乎先在江湖打滾多時後才加盟旗下,可能是金融業發展太快,與零售銀行不可同日而語,找猛將可加快業務成長速度。


(11月15日刊於《am730》)

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