Thursday, April 17, 2008

信用卡救忙

國家統計局早一日公布通脹,如市場所料,3月見8.3%,最重要是配合中國人民銀行,在收市後公布調高存款準備金率0.5%,相信可以消除這個不明朗因素。

外圍環境亦相當不俗,本來美國大銀行又要醜婦見家翁,陸續公布首季業績,大家都擔心他們為次按撇極都有,而摩通(JP Morgan Chase & Co.)確仍要為次按等投資做撇帳,幸好家底厚,大部分業務依然有利潤貢獻,而更重要的,就是早前在市場淡靜氣氛中,依然讓有份投資的Visa趕上市,實行賣舊股「骨」回大筆救命錢,bottom line自然毋須見紅,只是賺少五成,足夠交差。相信有份投資Visa的其他大行,也可利用相同的方法,為差勁的業績補一補妝。

市場見到如斯景況,再加上可口可樂同英特爾業績均勝預期,自不然當好消息炒,試問港股在美股造好、內地加存款準備金率落實後,今日怎不會再玩過,恒指再度重越24,000點非難事。

不過,美國次按風暴,已令金融巨無霸表現大倒退,甚至「見紅」,著實元氣大傷,坐在高位的金融大亨實愧對江東父老,特別是那些拿出真金白銀的退休基金等就最氣憤,試問派息減少,加上股價下跌,怎樣向投資者交代呢?所以有些銀行舉行股東周年大會前夕,就有些專責替退休基金提供Proxy(委託書)服務的組織,希望鼓勵那些股東用手上那一票,將那些金融高層轟下台,好戲在後頭。

上周就有間Egan-Jones Proxy服務公司,建議花旗股東在22日舉行的股東周年大會上,反對花旗集團旗下審核及風險委員會主席C. Michael Armstrong(曾任美國AT&T主席)連任。至於曾經提出反對港鐵(066)合併的ISS Governance Services,更建議花旗股東反對薪酬委員會的成員和審核委員會成員重選連任的建議,用實際行動表達不滿。

可惜,股東要成功在這類建議上「願望成真」的確不易,像摩根士丹利開股東大會,CtW Investment Group替坐擁高達1.4萬億美元的退休基金等大型投資機構,就投票給予意見,當然建議對現有董事局成員連任投反對票啦!可惜大摩總裁John Mack及其餘10名董事重選留任成功,穩如泰山,無計。

香港的上市公司頭頭當然幸運得多,最多只有一個股壇長毛出手,影響力始終有限,議案要獲通過的機會很大,甚少被股東挑戰。禤中怡記得有年去一間公司的股東周年大會,希望學習人家處理會議的手法,碰巧股壇長毛登場,更是高興萬分,體驗高手過招。股壇長毛在多個議案中提出問題,會議時間自不然拖長,有些股東坐得久了,竟然暗自發脾氣,話不要阻住開會,原來他們等散會去開餐,所有議案也投贊成票啦!見到這種場面,除了哭笑不得,最開心的相信是台上那些董事。

(4月17日刊於《am730》)

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