Friday, February 01, 2008

快樂的沉默者(1月31日中環博客)

一場天災,引發民生和經濟困境,趕車趕飛機已夠慘,連上市公司也受打擊了,鐵路股的生意會不會減少呢?跟著大家連保險股也不放過拋售,因為擔心賠償額巨大!不過,前日看到中國人壽(2628)那份所謂「盈喜」,已心知不妙,所以通知大家後,本來股價上周二跟大市急瀉至27元,迅速企穩在30元以上水平,但昨日股價終於再破30元關口,更低見28.1元,並只能在29元收市,一日不見了逾7%。

該股成交額逾62億元,大手成交逾2,000宗,特別是在股價處30元時,突然有一手買入高達170萬股,涉資達5,100萬元,但沽盤湧現又怎抵擋呢!短短一分鐘已插落至29.8元,上午收市前更咬著29元,多手近50萬股上板,之後反彈乏力,未能再見30元。

不過,像四叔(恒地(012)主席李兆基)般,早早在低位揸國壽,就認真冇有怕,安心做個被動投資者,畢竟怎跌也不會輸錢吧!

另一個令人敬佩的香港企業人則非邢李㷧(Michael)莫屬。禤中怡見到思捷(330)中期盤數,又再超出市場預期,盈利增長37%,股息又升,做其股東真開心。不過,這位傳奇人物自06年12月5日,從主席職位走下來,轉任非執行董事後,昨日終於全身而退,完全離開董事會,連非執行董事也不做了,可算是功成身退。

之前才話壹傳媒(282)主席黎智英兼任行政總裁,而美國不少大企業也要創辦人重出江湖,近的當然是幫蘋果(Apple)起死回生的喬布斯(Steve Jobs)、去年初Dell Inc.創辦人Michael Dell也重披戰衣做CEO,可見要全面離開自己盤生意有多難。

不過,邢李「火原」畢竟已工作了30多年,將公司發展成一間市值1,162億元的服裝王國,禤中怡更覺得,今日有些服裝股的包裝,多少可見有點思捷的神粹,或許是成功模式不妨多學習吧!

中國人對自己盤生意交予外人負責,總有點戚戚焉,望實部收銀機更是指定動作,但分工合作,放下權力才是今日營商之道,單憑一人之力,又如何發揚光大呢,除非你經營一間小士多而已。不過,法興糊塗輸錢事件告訴大家,也不能採取完全放任態度,否則影響的,是整間公司員工的生計。

邢李「火原」仍持思捷約8.64%股權,市值約99.36億元,還未計多年來減持股份所獲金額,單計最近5次減持,粗略統計套現已逾165億元,話雖無人嫌咁多,但以金額衡量,成功矣。或許他甘於做一個快樂的silent partner(解作沉默的投資者或夥伴,只提供資本,不參與管理)。

10 Comments:

At 4:32 PM, Blogger Bill.Lee said...

看来你对股市的研究很深啊!以后要跟着你学习一下。

 
At 9:37 AM, Blogger oakleyses said...

longchamp handbags, michael kors outlet, prada outlet, burberry outlet, prada handbags, oakley sunglasses cheap, jordan shoes, tory burch outlet, nike shoes, michael kors outlet, gucci outlet, louboutin outlet, longchamp outlet, kate spade handbags, air max, nike free, coach outlet store online, ray ban sunglasses, louboutin, kate spade outlet, michael kors outlet, true religion jeans, tiffany and co, coach purses, louis vuitton, tiffany and co, oakley sunglasses, louboutin, ray ban sunglasses, louis vuitton outlet stores, burberry outlet, michael kors outlet, louis vuitton outlet, michael kors outlet, coach outlet, louis vuitton handbags, longchamp handbags, polo ralph lauren outlet, chanel handbags, michael kors outlet, christian louboutin shoes, oakley sunglasses, true religion jeans, louis vuitton outlet, coach factory outlet, air max, polo ralph lauren outlet

 
At 9:37 AM, Blogger oakleyses said...

nike air max, sac louis vuitton, true religion outlet, abercrombie and fitch, sac louis vuitton, hollister, north face, nike free pas cher, sac longchamp, ray ban pas cher, air max, ray ban sunglasses, vanessa bruno, louis vuitton uk, mulberry, lululemon, sac guess, converse pas cher, michael kors, true religion outlet, michael kors, oakley pas cher, nike roshe run, polo lacoste, ralph lauren, sac burberry, nike free, michael kors pas cher, nike roshe, air max pas cher, louis vuitton, louboutin, nike tn, hogan outlet, air force, nike trainers, air jordan, longchamp, air max, polo ralph lauren, barbour, north face, hollister, timberland, nike blazer, sac hermes, vans pas cher, new balance pas cher

 
At 9:53 AM, Blogger oakleyses said...

ugg australia, canada goose jackets, soccer shoes, ferragamo shoes, celine handbags, canada goose outlet, uggs outlet, mcm handbags, lululemon outlet, p90x, wedding dresses, canada goose, marc jacobs, asics running shoes, birkin bag, instyler, soccer jerseys, giuseppe zanotti, jimmy choo outlet, rolex watches, new balance shoes, ghd, chi flat iron, nike roshe run, north face jackets, mont blanc, mac cosmetics, babyliss pro, reebok outlet, ugg boots, ugg boots, insanity workout, hollister, vans shoes, beats by dre, ugg, bottega veneta, north face outlet, valentino shoes, ugg pas cher, nfl jerseys, herve leger, canada goose, canada goose, longchamp, canada goose uk, nike huarache, abercrombie and fitch

 
At 10:01 AM, Blogger oakleyses said...

louboutin, moncler, montre homme, hollister clothing store, lancel, moncler, moncler, karen millen, vans, louis vuitton, parajumpers, moncler, juicy couture outlet, links of london, converse, air max, swarovski, supra shoes, thomas sabo, ray ban, pandora jewelry, converse shoes, oakley, canada goose, toms shoes, gucci, juicy couture outlet, pandora charms, pandora charms, swarovski crystal, moncler, rolex watches, coach outlet store online, wedding dresses, iphone 6 cases, moncler outlet, canada goose, moncler, air max, ralph lauren, baseball bats, ugg, timberland boots, hollister, hollister, ugg

 
At 5:25 PM, Blogger sunny li said...


louis vuitton handbags
gucci outlet
louis vuitton outlet
sac louis vuitton
canada goose jackets
canada goose outlet
canada goose parka sale
louis vuitton outlet
louis vuitton outlet
moncler outlet
ray ban
canada goose jackor
gucci outlet
gucci outlet online
nike free run
chanel handbags
chanel outlet
christian louboutin outlet
christian louboutin uk sale
christian louboutin sale
christian louboutin shoes outlet
louboutin shoes outlet
christian louboutin outlet online
louis vuitton us
michael kors us
christian louboutin outlet online
cheap oakley sunglasses
cheap oakley sunglasses
canada goose outlet
cheap canada goose coats
buy canada goose online
canada goose store online
canada goose jackets
coach outlet store online
canada goose
michael kors
michael kors
p90x

 
At 11:26 AM, Blogger ninest123 Ninest said...

ninest123 11.11
iphone 5s cases, air max, insanity workout, iphone 6 plus cases, celine handbags, ghd, instyler, ralph lauren, iphone 6 cases, soccer shoes, vans, baseball bats, reebok outlet, air max, iphone 6s plus cases, asics running shoes, beats by dre, lululemon outlet, wedding dresses, babyliss pro, new balance shoes, converse, abercrombie and fitch, gucci, ipad cases, ray ban, s6 case, soccer jerseys, p90x, jimmy choo outlet, birkin bag, mont blanc, vans shoes, timberland boots, giuseppe zanotti, north face jackets, chi flat iron, oakley, iphone cases, ferragamo shoes, mcm handbags, north face outlet, mac cosmetics, herve leger, bottega veneta, nfl jerseys, abercrombie, nike roshe run, iphone 6s cases, louboutin, valentino shoes, hollister clothing store

 
At 11:33 AM, Blogger ninest123 Ninest said...

canada goose, doke gabbana, sac louis vuitton, marc jacobs, moncler outlet, sac lancel, toms shoes, ugg, louis vuitton uk, canada goose, links of london, thomas sabo, hollister, swarovski, pandora charms, canada goose jackets, pandora jewelry, converse shoes, pandora charms, moncler, barbour, rolex watches, canada goose outlet, moncler, michael kors handbags, moncler, ugg, louis vuitton, moncler, montre homme, karen millen, canada goose, pandora jewelry, sac louis vuitton, michael kors outlet, supra shoes, moncler, moncler, ugg pas cher, swarovski crystal, juicy couture outlet, moncler, canada goose, coach outlet store online, wedding dresses, ugg, canada goose, juicy couture, ugg boots, michael kors outlet online, louis vuitton, canada goose uk, barbour

 
At 11:39 AM, Blogger ninest123 Ninest said...

oakley sunglasses, louis vuitton outlet, burberry outlet, cheap uggs, louis vuitton outlet, longchamp handbags, michael kors outlet, michael kors outlet, jordan shoes, burberry outlet, ugg boots clearance, chanel handbags, louboutin outlet, michael kors outlet, polo ralph lauren outlet, christian louboutin, oakley sunglasses cheap, nike shoes, louis vuitton, air max, prada handbags, prada outlet, tiffany and co, air max, tiffany and co, ray ban sunglasses, ugg outlet, uggs, longchamp handbags, michael kors outlet online sale, ray ban sunglasses, replica watches, longchamp outlet, louis vuitton outlet stores, michael kors outlet, oakley sunglasses, cheap oakley sunglasses, uggs outlet, gucci outlet, polo ralph lauren, ray ban sunglasses, rolex watches, louis vuitton handbags, tory burch outlet, louboutin, louboutin shoes, nike free, oakley sunglasses, michael kors outlet

 
At 11:44 AM, Blogger ninest123 Ninest said...

nike air force, sac hermes, hogan outlet, michael kors, coach purses, nike trainers, nike roshe run pas cher, air max, ray ban sunglasses, air max, air jordan, coach factory outlet, vans pas cher, polo lacoste, michael kors uk, nike tn, ralph lauren, sac guess, sac burberry, polo ralph lauren, vanessa bruno, longchamp, mulberry, hollister, nike free pas cher, michael kors outlet, nike air max, nike roshe, north face, sac longchamp pas cher, hollister, air max pas cher, nike huaraches, true religion outlet, converse pas cher, ray ban pas cher, true religion jeans, timberland, nike free, new balance pas cher, oakley pas cher, coach outlet store online, longchamp, north face, true religion jeans, nike blazer, abercrombie and fitch, louboutin, michael kors pas cher, lululemon outlet online, true religion outlet
ninest123 11.11

 

Post a Comment

<< Home