Wednesday, February 23, 2011

自我引爆各不同

利比亞政府用轟炸機攻擊市民的消息若屬實,那怕要流更多血,當地人民也要這個政權倒下來。相反,內地採取嚴密監控,想流血的機會也沒有,甚至《信報》健筆林行止也談到,為了維穩而炒起A股的可能性大於出現自發性且有威脅性的「人民革命」!

不過,卡達菲鐵腕控制所引發的管治危機,已令股市跌個人仰馬翻,兼且油價被抽上,為淡友營造有利因素,市場憧憬的業績理想炒作概念,也先要靠邊站,但不難捲土重來。

另一個自我引爆的炸彈,當然是阿里巴巴(1688),主動製造對業務帶來負面影響的新聞,股價率先有反應,挫8.6%至15.24元收市,成交額達10.89億元,成交股數比周一多逾4倍,大手成交更多達489宗,基金洗倉明顯。事件看似是危,實質是機。

是次逾2,300名中國供應商在網上詐騙,但最重要是主動披露近100名銷售員工及部分銷售經理包庇這些騙徒,影響本身商譽,故實行將這兩年的問題作清理,而這個訊息讓網民短期或起戒心,但長遠肯定為建立商譽鋪平坦大道,網民更信任這個交易平台。

在互聯網打滾多年的業界朋友話,今次領導調查的關明生雖然只為集團非執行董事,其實來頭不小,因為他曾拯救阿里巴巴。話說關明生早於2001年還是阿里巴巴商務網站的總裁(CEO),成功帶領走過科網泡沫爆破後的困境如手起刀落大裁員,減慢燒錢速度等,直至數年前才退下,如今再重出江湖。

他曾出版名為《關乎天下》的管理書籍,當中談到企業有必要將規則講清楚,如阿里巴巴當時嚴打銷售員「搶單」與賄賂,更以「野狗」形容業績高、價值觀卻低的員工,會被不留情面地開除。套用在今次事件上,若由他統領的話,那些違規銷售人員應難留下來。為何如此決絕?他認為姑息可以養奸,即使是辦公室禁煙這種小事也不能不嚴格處理。

其實,馬雲管理有獎有罰,朋友話,單看他派利是已有一手,因為向高級管理人員所派紅包金額,每人高達6萬元!出手重之餘,卻不是「現兜兜」在利是封內藏著一疊人仔現鈔,而是把有關金額全數放入集團旗下另一項生意支付寶內,讓同事的帳戶內有紅包,變相利用該服務以支付各項開支,從而又多些交易量,確實是肥水不流別人田。

另外,朋友對阿里巴巴今次搵淘寶網CEO陸兆禧兼任行政總裁,憂慮會產生管理問題,儘管陸氏確認「將充分投入個人時間履行職務」,但分身不易,估計陸氏或屬過渡人物。

此外,今次人事調動,難免讓投資市場期望,淘寶網未來注入上市公司內。不過,去年底多間內地科網股如賣書的當當網、視頻網站優酷網成功登陸美國納斯達克股市掛牌,更令淘寶網日後有上市的臆測。朋友亦認為,淘寶網獨立上市,相信比成為一間上市公司附屬的可能性更大。

(2月23日刊於《am730》)

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