Wednesday, October 12, 2011

越南M記難登陸

上周三為重陽假期,禤中怡偷懶一次,飛往越南胡志明市走一趟。香港和越南似乎是兩個世界,但其實香港直接投資越南的規模並不小,截至7月底計,累積投資639個項目,投資額涉逾107億美元(約834億港元),屬當地第八大投資者,單是今年便投資30個項目,所涉資本總額為28億美元(約218億港元),更為當地最多,比累計投資排在前列位置的台灣、南韓等還要高。

當地新一代的英文流利,一個中學生也輕易解答乘車的問題,在車廂內,坐在旁邊的是一名醫生,前排的則是一名大學一年級女生,幫忙提醒落車位置,簡直勝過旅遊指南。

光顧一間扎肉專門店時,碰上滂沱大雨,有機會與該店第二代頭目聊起來,原來這位少東於澳洲讀書兼工作達7年之久,難怪英文溝通無難度。他亦覺得越南發展快,故回來幫手打天下,但產品製法傳統,產量不能太多,故要發展便需另闢途徑。

禤中怡也發覺當地有不少商機,例如便利店數目少,相信隨著消費能力上升,以當地不夜天特色而言,確有市場。那位少東則話,街上有很多小商店,要發展不易。這種情況與當年香港遍布士多相差不遠,最終也敵不過「7仔」或「OK」,且看在越南會否發生相同情況。

另一個有趣的現象,就是市中心區有不少KFC和LOTTERIA,出售炸雞等快餐之外,竟然沒有「M」字,即麥當勞的影蹤!那位少東告知,其實他自己早前也研究投資類似專營權計劃,可惜最終未能成事,他解釋,這間美國巨無霸企業所收取的專營權費不菲,而且要安排肉類,特別是那些做漢堡的牛肉入口問題多多,畢竟要計回報,只好打退堂鼓。

基礎設施方面,周圍遍布舊樓,但無論是普通一間食肆、咖啡店,以至沒有星級的酒店房間內,也提供無線上網服務,最重要是免費的!但有趣的是,當地國際機場卻未有提供這種基本服務,實令人摸不著頭腦。

匆忙出發,幸好用iPhone上網搜尋旅遊資料,儘管有些App的實際效用不大,但具備翻譯、名勝地點指南功能的,多少能發揮作用。由於上網實在太方便,旅行期間也不能完全拋開一切,順道瀏覽新聞內容,知道蘋果教主喬布斯離世,令人惋惜,願他安息,亦多謝他引爆這個手機上網潮,加快發展無線上網市場,令生活更便捷,最低限度今趟旅程也不用帶著手提電腦同行,行李減省很多。

講起無線上網,不能不提今日這個本港電訊界大日子,就是消息多多的電訊盈科(008)舉行股東會,舉手投票是否批准分拆電訊業務上市,與特首曾蔭權公布施政報告撞個正著。主席李澤楷用行動支持,於上周五以每股平均價2.816元掃526.7萬股,即涉約1,483萬元,股權升至27.51%。由於所有股東均有權於股東特別大會就建議分拆投票,意味大股東的決定可影響投票結果,恐怕小股東採取集體行動,想左右大局也不容易。

(10月12日刊於《am730》)

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