Wednesday, September 12, 2012

不能說的病


上周抱恙至今,但不敢哼一聲,因為在政總見到絕食人數日添、很多年輕人放學後已來靜坐抗議,最重要是秩序井然,查問要否飲水和食物的義工穿梭往來,在大熱天,卻不享受冷氣而選擇為下一代發聲,令人敬佩。

上市公司卻出現高層患病而暫時退下來事件。首推中國石油(857)董事長蔣潔敏,他先被傳失蹤,然後該集團指,他於7月中出席集團領導幹部會議時,身體不適,3天的會議只參與一天就入院治療。集團又話他在醫院的治療效果不錯,但出院時間還不清楚。

望望該集團於上月23日開董事會會議,只說蔣氏因故不能出席,並交由副董事長周吉平主持會議。問題是蔣潔敏患病的話,是否一個股價敏感消息,畢竟是管理高層,任何重大決定也需他在場吧!此外,亦不見該集團話董事長患病期間,由哪一位負責他的工作呢?

或許又是藍籌股,兼且所謂股價敏感資料界定含糊,總之喜歡就披露,無計。

另一間就是細細粒的雅天妮(789),這間過去5年蝕足4年的公司先話當時的主席謝超群失蹤,中止他的職務,再由其配偶葉英琴接手,謝氏之後再被調為非執行董事,再爆出他們兩人之間的法律訴訟。好了,謝超群又被媒體話他患病,可惜公司無作披露,而在周一股東大會上,葉英琴又指謝氏正於精神病院留醫,認真峰迴路轉,比「是旦台」的電視劇更精彩。

不過,該集團對謝超群認真慷慨,如果他精神有問題,理應難以處理日常業務,但仍讓他每月收取月薪45萬元,及房屋津貼4.08萬元,一年13個月糧等埋單盛惠633.9萬元!或許對一間年蝕過億元的公司來說,確是濕濕碎。

最可惜的,可算是去年12月成功幫中國多金屬(2133)上市的行政總裁朱曉林了。周一該公司話,他健康狀況因病轉差,醫生強烈要求他立即停止一切職務,接受治療,但他辭任後,轉做顧問。

在今年福布斯中國CEO薪酬榜中,朱曉林以2.35億元人民幣的年收入,超過聯想集團(992)主席及首席執行官楊元慶所收約9,271萬元,更比於A股上市公司中薪酬最高的萬科總裁郁亮所收1,305萬元人民幣薪酬多出17倍,在A股及H股上市公司中榮登榜首。

當然,朱氏所獲的巨額收入中,超過2.3億元人民幣是與股權結算相關的,但可見他的地位在公司內舉足輕重,畢竟公司很快見真章,去年虧損大幅擴大至2.4億元人民幣,但已成功登陸港交所(388),這筆開支絕對值得花。

副主席習近平近日亦傳出健康問題,多少明白,上市公司高層健康與否,高深莫測,只是緊跟大隊而已。

(9月12日刊於《am730》)

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