Wednesday, November 14, 2007

Joyce Ma放手

前日話恒指破27,000點不奇,昨日大市即表現小型插水,一度低見26,952點,但低位反彈,好像有點反撲之勢,可見波動市難測,皆因幫助回升的,正是飽受宏調困擾的中資金融股,而地產股股價也反映減息因素,算是近期一個利好消息。


不過,資金是否繼續充裕呢?如果內地來港炒股資金回流,應付銀行抽緊銀根,再配合日圓套息盤消失,就要小心後市上升引擎缺乏推動力,即使有反彈,也可能只是曇花一現,以為撈底入市,就真的要有蝕底的準備。


未知是不是也失去動力,禤中怡見到著名時裝王國Joyce Boutique(647)的主要領導層齊齊從高位退下來,只轉為負責非執行董事職務,令人嘆息。為香港時裝界發光的Joyce Ma,即馬郭志清於1970年,夥拍其丈夫馬景華合力創辦以自己英文名命名的集團,帶領很多剛出道的設計師,走向成功之路,而Joyce Ma擔任行政總裁多年,畢竟已屆66歲,而擔任主席的馬景華也已77歲,退下來也是正常不過的事情。未知時裝這門生意是否難以代代相傳,抑或另有打算,他們二人的女兒馬美儀也同時放棄近9年的董事總經理職位,一同轉為非執行董事。


不過,看見他們剛於8月底舉行的股東大會重選董事時,還樂於繼續擔任要職,為甚麼在短短兩個月間出現如此巨大的改變呢?內裡原因難免令人有點不明所以。再看看接替人選,暫時只有吳天海擔任公司非執行主席,其他執行領導職位未見落實,似乎公司暫時失去舵手掌舵。


回想起Joyce Boutique於2000年原本有新投資者加盟,最終卻由會德豐(020)斥2億元買入51%的控制性股權,在01至02和02至03年兩個財政年度,公司就出現虧損,直至03年3月,會德豐將其所持股權轉讓予吳光正家族信託 ,現持Joyce Boutique51.99%股權,而馬景華則持23%股權,保持第二大股東地位。


Joyce Boutique之後開始恢復盈利能力,於04至05年度更派息,惟每年賺數千萬元,業績雖不過不失,但始終未覺有突出表現,而股價在過去兩年亦徘徊在0.35至0.64元之間,似乎與零售股熱炒完全無關係般。但吳光正最近又有新動作,如擴大連卡佛金鐘旗艦店,並向會德豐買入香葉道2號項目,相信吳光正重整其零售版圖,而馬景華所持Joyce Boutique23%股權亦添變數,料好戲陸續有來。


見到嘉禾娛樂(1132)創辦人鄒文懷早前將盤生意轉手,今日Joyce Boutique的靈魂人物也離開事業核心位置,可見70年代漸遠離,再見到《歡樂今宵》慶祝40周年,但那些故事人物對新一代恐怕陌生得很,根本完全沒有感情基礎,相信禤中怡也要玩玩Facebook追趕潮流了。


(11月14日刊於《am730》)

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