Friday, February 15, 2008

賓架新年大執位

雖然大市略見起色,但即月期指較現貨稍為低水100點,畢竟只是一個美國零售數據較預期為佳,就真的能夠撥開雲霧見青天,恐怕多觀察其他數據才知真章。


市場關注大藍籌業績對大市的影響,滙豐控股(005)話將於3月3日公布07年度業績,大家要留意。至於東亞銀行(023)今日講全年業績,股價先漲5.1%至42.95元,莫非有好消息公布?


賓架換位調職空降,這個星期樣樣齊,亞洲區尤其熱鬧。早前星展集團(DBS)找來新CEO,就是花旗集團的Richard Stanley,讓市場憧憬DBS要用「國際人」進一步拓展海外領域。


至於近期備受關注的渣打(2888)也有新人事調動,見到《FinanceAsia》話該行日本CEO(行政總裁)Mark Devadason將調往泰國,應付另一個燙手山芋,而香港和亞洲西北地區的環球主管Patrick Gillot則接任其職位。


禤中怡記得在東京成田機場下機,第一眼映入眼簾的,就是滙豐Premier服務的大大個廣告放在下機通道,可見宣傳攻勢之盛,實行要搶當地零售銀行市場。不過,渣打於當地仍然只有兩間分行,專注為日本企業等提供金融服務為主,相信未有正面競爭,但難保渣打今次調兵遣將,就是準備新策略。


至於投資賓架也不敢怠慢,瑞信(Credit Suisse)開個新職位,找Osama Abbasi做亞洲(不包括日本)和澳洲的環球證券主管,負責證券和固定投資部門的銷售研究等,稍後將從倫敦調來香港履新。至於大摩從美國紐約調來Owen Thomas做亞洲區總裁,接替突然離職的Hans Schuettler 。


瑞銀(UBS)動作更多,Chi-Won Yoon做香港CEO,讓原來坐這個職位的Kathryn Shih可專注發展財富管理業務,而近期在香港和新加坡已有多個高層調動。


由於亞洲區財富累積不少,投資者對股票和其他投資的興趣只會有增無減,意味股票交投生意不會少,且看南韓金融管理機構公布,去年4至12月間,54間證券公司的盈利已大增1倍,當中證券買賣佣金便升74%,而銷售基金所帶來的收入也有55%的增幅,當中只有巴克萊(Barclays)一間公司業績見紅,但無解釋是甚麼原因,恐怕同日常業務無關。外資證券行於南韓的經營表現不俗,近年拓展亞洲的UBS便在外資證券行中摘冠,在該三季內,純利高達1,460億韓圜(約12億港元),即使大摩和高盛也賺逾8億港元,認真和味,而瑞信亦有7億港元盈利,表現較差的,就是麥格理證券倒退60%。


儘管市況波動,外資行趁新一年早作部署,相信本地賓架也要有兩手準備,否則連自己地盤都被搶走。


(2月15日刊於《am730》)

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