Thursday, April 10, 2008

謝清海老貓燒鬚

見到李卓民牧師間甘泉航空走上結業的命運,可見經營這種資本高昂行業絕非易事,再碰上油價向上,又不能以加價將部分成本轉嫁予乘客的困局,終使這間公司走上清盤之路。

惠理(806)投資甘泉航空外,主席謝清海當年更親自現身捧場,估不到這個投資最終泡湯,能否取回投資本金也成疑問。謝清海曾被內地傳媒冠以「香港巴菲特」的稱號,皆因投資股票策略令人佩服,奈何今次投資失利。或許他的揀股功力,比參與這類創投項目會更優勝。

惠理股價昨日就跌了2.5%,收市報5.82元,而成交股數亦由近期數十萬股,一下子急增至202.6萬股,成交額逾1,182萬元,當然是沽貨離場,風險最低。

至於同樣有飛香港與倫敦之間的國泰航空(293),應算是大贏家之一,因為少了一個對手,起碼在價格競爭方面獲得紓緩。不過,該股昨日亦跟隨大市回落1.75%至15.72元,成交額1.7億元。國泰在處理其他公司的危機管理也確有一手,立即話為甘泉航空乘客,可購買國泰由香港前往倫敦或溫哥華單程經濟客位特惠機票,每張2,500元,怎知隨後英國航空話飛倫敦單程經濟位機票售1,250元,實行再比國泰平一半,齊齊趁機大打親民牌。

令人惋惜的是,甘泉航空無法像部分亞洲其他同業般,趕及上市籌集資金,增強實力,若能上市的話,最低限度有條件捱過這一關,繼續為大眾提供更多選擇。在亞洲區,粗略看,有兩間廉價航空公司已上市,一間是AirAsia,現於馬來西亞交易所掛牌,昨日股價無升跌,而另一間是Jet Airways,於印度的證券交易所上市,股價昨升0.47%,究竟甘泉航空結束,對廉價航空業無影響,抑或市場未及反應呢?

AirAsia提供香港與馬來西亞航線,但為應付成本上漲,最近已講明由本月21日起,託運行李要收費,若預早安排,每件收8元,出發當日到機場即場辦理,每件則收13元,反映要設法開源。Jet Airways亦準備於本月14日開始,提供香港與印度孟買航線,準備拓展這個東方之珠市場,看來大家邊擴張,邊提升收益,希望抵禦成本上升的困擾。

題外話,兩名學術泰斗將來港,不容錯過,今次由新鴻基地產(016)同香港中文大學於本月15日搞講座,請了兩位諾貝爾獎得獎猛人主講,分別為1991年生理醫學獎得主埃爾溫.內爾教授(Professor Erwin Neher)及2007年經濟學獎得主艾力克.馬斯金教授(Professor Eric S. Maskin)。

內爾教授將介紹其最新研究及當今神經科學發展,而馬斯金教授則介紹奪獎的研究 —「機制設計理論」。今次派門券供免費索取,要知詳情,可致電:2609 8893,或者上網瀏覽:http://www.cuhk.edu.hk/nobellectures/ 。

(4月10日刊於《am730》)

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