Tuesday, September 21, 2010

陸東一身兼四職

大市爭持加劇,恒指早段迫近22,000點時,被淡戶推低至21,874點,怎知午後成功升穿22,000點,高見22,009點後,可惜又跌落至21,920點,以為跌市收場,豈知收市再收復失地,全日埋單微升6點,至21,977點。

金融藍籌股如大笨象(005)和內銀股齊挫,藍籌公用股也全部捱沽,靠地產股全線向上貢獻34點,連同和記黃埔(013)和中國移動(941)各推恒指升14點,令恒指續造好。

多間上市公司忙於重組董事會,單是昨日,已經有多間出現人事調整,如招商銀行(3968)換董事長,由傅育寧接任榮休的秦曉,而恒生銀行(011)亦委任兩名新非執行董事。除了大龍頭股外,鈞濠(115)搵崔衛紅做獨立非執董,直真科技(2371)則同時委任執董和非執董新成員。

談到最矚目的,則是TCL通訊(2618)成功找到基金界名人陸東(Andrew)做其獨立非執行董事,幫手出謀獻策,並願意在每年支付18萬元薪酬外,更提供多達60萬股的購股權,每股購股作價為4.58元,即與昨日收市價相同,而該批購股權直至2016年9月前仍有效,代表他可以慢慢等合適時機,才決定行使與否。

曾於瑞銀(UBS)打工的Andrew自己闖天下,早已在Look’s Asset Management Limited這間自創的基金管理公司擔任首席投資官及董事總經理職位,幫客戶打理資金,相信忙到不得了,況且於去年5月幫華保亞洲(810)做顧問,又於09年12月中做嘉瑞國際(822)獨立非執行董事,現在又幫TCL,堪稱一身兼四職。

記得上次德昌電機(179)公布,獲得金融管理局前總裁任志剛加盟做獨立非執行董事,股價立刻升3.3%,反映在名人效應下,多少對股價帶來幫助。再看Andrew加入華保做顧問時,該股股價處於0.16元,而昨日該股逆市跌7.1%至0.142元收市,未見突出,而該股份中期成績表更難看,由盈利轉為虧損484萬元。直至8月底,每股資產淨值為約0.0523元,與去年底的0.0546元比較,反映今年8個月間蒸發了4.2%。

畢竟只扮演顧問角色,未有直接參與經營,實屬非戰之罪。至於他加入嘉瑞國際董事局時,該股股價為0.45元,而昨日收市雖也跌1.7%至0.55元,但總計加盟後股價則累漲22.2%,算有交代吧!可惜這間從事金屬壓鑄件的公司份09年度業績反彈後,直至今年6月份中期成績表又令人失望,純利回落了7%,中期股息還要削38%。

TCL通訊昨日升4.5%至4.58元,尚未反映Andrew加盟的效應。值得注意的是,該股今年以來已累升1.5倍,是否上車要計清楚基本因素。至於TCL通訊已準備好公關活動,明日企業高層將以介紹新產品為名,會同Andrew齊齊曝光,相信醉翁之意不在酒,焦點肯定是董事會新成員。

(於9月21日刊於《am730》)

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