Wednesday, December 14, 2011

年尾轉工忙

「聖誕鐘,買滙豐」這句口頭禪,相信已不再適用。滙豐控股(005)昨日收市報59.75元,自年初至今經已累跌25%之多,即使市盈率僅10倍也難有吸引力,畢竟歐洲市場有多惡劣,何時不用再擔驚受怕實難預測,市場已憂慮歐洲的銀行要為歐債「埋單」作撥備,大笨象還要兼顧美國戰線,故恒指有這隻重磅股在陣,恐怕要向上不易。

幸好中環零售氣氛不俗,上周末走在IFC依然人頭湧湧,禤中怡碰上公關大哥阿邱一袋二袋,士別三日,竟然瘦了兩個碼,立刻問候一番,原來Jenny姐加盟唐營後,吹雞召集舊部埋枱開工,公關大哥二話不說便幫手湊唐唐。對比湊公司客開PC同安排Event,樣樣安排妥當兼準備時間較充裕,「照顧」特首候選人辛苦得多,除了早起晚睡外,遇上突發事也要立刻應對,付出的心力一點也不能少。經「調教」後的唐唐真情流露,可見靠死背難背讀稿自然得多,多少反映Jenny姐的功力並非浪得虛名,當年如何在電訊盈科(008)照顧小小超貼貼服服已可見一斑。

由於近期唐梁鬧得熱烘烘,未競選先興奮,連新加坡傳媒朋友早前來港旅行時,也問道:「你選邊個做特首?」禤中怡聽到後,並非笑出來,而是不禁讚嘆中央的功力,將這場只有1,200人有份投票的活動,無限擴張為與全港700萬人有關係,又落區又出席論壇又探訪,營造一片全港競選的氣氛,連那些特首候選人的助選團員也忘記得一乾二淨,批評是小圈子選舉,陷入這個「假象」之中,令人哭笑不得。

公關大哥於年尾轉新工作外,財經傳媒大姐大莎姐也離開工作多年的崗位。她並非像一般財經記者般轉行做公關、證券分析員,或投行賓架,竟是加盟專打股壇老千的SFC(證監會),由無冕皇帝,搖身一變成為擁有尚方寶劍的欽差大臣。這位資深傳媒人聽聞加盟的部門,正是SFC的Enforcement,即執法部門,簡直是盡展所長。

金融市場也現人事震動,望望《Finance Asia》,原來連高盛亞太區(不包括日本)副主席Mark Machin也準備於年底離開這間工作了20年的公司,加盟另一間金融機構。有趣的是,這位金融專才讀牛津大學時,並非修讀熱門的工商管理等商業科目,而是選擇醫科,雖然最終不是拿手術刀,但相信在學習過程中,掌握細心謹慎和避免出錯的原則,成功在高盛攀上高位。

有時打工真的可以學以致用,視乎能否轉個圈應用出來而已。

(12月14日刊於《am730》)

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