Thursday, April 24, 2008

報業又熱鬧

又要開香檳!原來內地政府如此從善如流,救市陸續有第二、第三波,昨日就減印花稅,兼大刀闊斧,手起刀落,大降至0.1%,今日中港股市當然要彈升慶賀配合,更希望阿爺再施行更多「仁政」。

禤中怡一直認為,只要有錢賺,印花稅幾多根本不放在心上,況且減印花稅是否等於可以令股票供應量大減呢?答案顯而易見,但投資成本減輕,確可讓更多散戶入市,莫非政府想更多人幫手接貨,實行人多好辦事?

另外,香港的親中報章市場,近期亦相當熱鬧,屬於深圳報業集團的《香港商報》靜極思動,下周將有動作,就是為該報章引入策略合作夥伴,相信又有新計劃,但未知會不會有入股成份呢?

至於另一份親中報章就是老字號、創刊108年的《大公報》也,原來該報社整個編採部門早於本月12日,已經從灣仔的軒尼詩道342號國華大樓,一搬就搬往鰂魚涌柯達大廈,實行同經濟日報集團(423)樓上樓下做鄰居,令港島東又添一名新的傳媒成員。

不說不知,《大公報》其實早已買落柯達大廈數層樓面,選擇現時才遷入,就真的不知內裡細節,或許搬遷始終是大事一樁,確要籌劃周詳,像搬機場一樣,搬遷翌日還要編製報章,稍有延誤,就真的愧對讀者了。

這個新辦公地點的確與眾不同,《大公報》佔用多達7層樓面,單是2和3樓就佔用全層,最令人羨慕的是,單位有海景,遙望東九龍,真的可見證舊機場發展蛻變。

不過,據說《大公報》保留現有物業,只是將進行翻新工程,待新面貌出現後,就騰出空間作放租,實行食正近期商業興旺之勢,盡快在市場提供新供應。且看距離國華大樓不遠,永泰那幢翻新的W square,前身只是東亞銀行(023)的物業,永泰改變內櫳,地下商舖變星巴克和板長壽司,而W square寫字樓呎租叫價也不弱,見到有些可以每方呎月租叫價高達32元,回報相當不俗。

其實,報業經營壓力不細,在廣告競爭方面,除了同業之間搶生意外,新媒體如互聯網等亦處處進迫,更重要的是成本上漲,聽聞有報章要減印報紙,藉此應付白報紙價格大漲的影響。

兩份親中報章今次分頭出擊,採取找夥伴加強戰鬥力,與及利用本身資源,開拓其他收入來源,多少對前景有點啟示。傳媒股昨日跟隨大市向上,但成交不敢恭維,如明報企業變身世界華文媒體(685),股價昨日大升7.9%至2.18元,成交只有27.1萬元。至於星島(1105)亦漲1.69%至1.2元,可惜成交額亦僅10.3萬元,不能作準。即使壹傳媒(282)也稀疏,得11.7萬元罷了。

(4月24日刊於《am730》)

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