Tuesday, September 28, 2010

歌舞昇平不要忘形

本月7日話,美國總統奧巴馬推出政策市,美股要開車,港股應受惠。望望道指由該日起計,直至上周五,累積上升5%,而恒指亦於該日起計,已經累升3.3%,幅度雖不算突出,但已叫投資者笑逐顏開。
恒指昨日開市初段已衝上22,351點,且曾高見22,407點,可惜只能升221點,收市報22,340點。大市展現先推高向上,之後尾市轉收窄的走勢,最近數天出現類似情況,令人有種先推向上,大戶隨手派貨的感覺。
由於港股成交額自本月13日以來再度突破800億元,主板成交達818.9億元,究竟是有投資者落後而入場追貨,還是大家開始見到升勢差不多而獲利呢?儘管市場氣氛佳,美國中期選舉亦不容有失,新股招股更是非常熱鬧,不能讓大市冷卻下來,但面對一片歌舞昇
平,禤中怡反而有點恐怖的感覺,因為大家已經覺得大市應該向上吧!
近日朋友入戲院欣賞︽華爾街之金融大鱷︾(Wall Street:Money Never Sleeps),講述投資賓架的故事,由在華爾街叱吒多年的金融界大鱷Gordon Gekko(米高德格拉斯飾演)出獄,搭上投資銀行家Jake Moore(沙拉保夫飾演),部分劇情像金融海嘯的主角雷曼兄弟倒閉般,大家無需看故事書也可親歷其境,片中一句對白:﹁Greed is legal﹂(貪婪已合法),更是真實寫照。朋友話,於上周五欣賞4點場,估計當時戲院內有八成滿,票房已算不賴,但聽到一堆金融術語,兼大談次按時,場內卻安靜得很,她坦言不明白那些術語的意思,未知其他觀眾又能夠明白多少,或許進修點財經知識才入場觀看,更能領會箇中戲味。

場外正上演另一套的電影終於落畫,禤中怡姑且稱為︽ H S B C :
Chiarman Never Found︾(豐控股之龍頭遍尋),似乎更有瞄頭,揭示宮廷內鬥、功敗垂成,而上映的地方當然不是UA,竟是一向穩重的FT︽金融時報︾也!FT昨日繼續上映外傳,話非執行董事約翰桑頓(JohnThornton)無法成為大笨象的主席後,也準備離開董事會。

回想控前主席龐約翰於05年底落實退任,於翌年由葛霖接替,兼升紀勤做行政總裁時,交接問題不大,即使是龐約翰於98年這個香港風雨飄搖的日子,接替浦偉士做控主席也未見大費周章,為何今次交接令人如此失望呢?不要以為大企業的人力資源部只是簡單負責聘請工作,記得美國通用電氣(GE)前行政總裁Jack Welch在任時,已經同人力資源部總裁合作,物色各業務的繼任人選,原來他們花費數以年計,安排有力接班的候選人處理不同部門,並秘密地分析他們的工作表現,結果無論集團旗下醫療、飛機引擎和電力系統部門的高層位置,交接均順利進行。

控股價昨日雖升,管理層也要拿出真功夫,才能支持業務突破的,希望不要上映續集吧!

(於9月28日刊於《am730》)

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