Wednesday, September 02, 2009

坪洲經濟靠阿蘇

業績高峰期已接近尾聲,除了3隻地產股包括新鴻基地產(016)、新世界發展(017)和信和置業(083) ,以及兩隻中資股招商局國際(144)和華潤創業(291)外,在42隻恒指成分股中,經已有37隻交成績表供股東閱覽。面對全球經濟轉差,業績倒退似乎屬預期之內,故有21隻藍籌股中期或全年純利下跌,佔已公布的藍籌股比重的56.7%,幸好有些依然慷慨派息,未有讓股東失望之餘,亦反映企業財務狀況並非太差,不用保留資金應付業務或突發事件所需。

富士康(2038)與及於去年6月才加入恒指大家庭的中國鋁業(2600)就令人失望,出現轉盈為虧情況,更不用期望有股息收。不過,由於市場總喜歡走相反理論,公司披露已經過去的業績,代表純利基礎回落,反彈帶來的驚喜更提供利好因素,當然其基本因素能夠改善才可,否則只是虛火而已。

幸好,仍有13隻藍籌股盈利錄增長情況,像剛於6月才染藍的華潤電力(836)中期純利便大漲1.2倍,而中國石化(386)亦由谷底回升3.3倍,這多少拜政策支持帶來的好處。至於進一步染紅的國泰航空(293)亦成為唯一轉虧為盈的藍籌,因靠燃油對沖獲利,抵銷經營困難境況。由於下半年依然面對不少挑戰,特別是海外市場能不能否極泰來,以及內地市場的內需能否拯救自己經濟。

講到自力救濟,可能香港人也要多花錢刺激經濟,而阿蘇相信定必可記一功,因為上周朋友嚷著要去坪洲,以為想去心曠神怡的地方,皆因該離島無車行走,空氣不會太差吧!豈知朋友話看完阿蘇的飲食節目,要去食她介紹的蝦多士。禤中怡只好奉陪到底,下午擠上船,已心知不妙,果然到達食店前已有一條長長人龍,最少有幾十人之多,為這個小島增添了不少熱鬧氣氛。

禤中怡當然勸朋友放棄品嘗那件蝦多士,轉而帶他們往另一間顧客較少的食店,享用由新鮮雞製作的白切雞,吃得他們十分滿意,再望望街外頂著悶熱天氣排隊的識食人士就真是我見猶憐。最慘的是,3時45分店員已經通知店外的排隊人士要關門,不用再等下去!真是一場歡喜一場空,朋友頻呼幸好沒有排隊空等待。其實,即使能夠擠入內,也可能面對半天吊的場面,因為供不應求,店外貼出告示,每兩人只提供一份蝦多士,四人兩份,如此類推,售完即止,代表要大家分甘同味。但究竟是否真的如此美味,確是見仁見智。

朋友見到這種場面,頻呼不妙,立刻想起阿蘇介紹的另一間食店,自然要去訂枱留位,怎知該店員工大大聲話已經預約爆滿了,又一次叫人失望,禤中怡只好再出手,解決晚飯問題,三餸一炒米,再加飲料,二百元有找,朋友大呼滿足,才開心乘船啟航。其實,阿蘇的推介確可對該島經濟帶來刺激作用,畢竟大家慕名而來,也會多買兩罐凍飲解渴吧!

(9月2日刊於《am730》)

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