Wednesday, October 17, 2012

思捷是女人


轉眼間,「87股災」已經是25年前的事,在1987年10月19日,美國道瓊斯工業平均指數大幅下瀉508點,跌幅高達22.6%,引致5,600億美元(約4.3萬億港元)市值在一日間蒸發,紙上財富一下子消失,更引發全球大股災。

歷史已多次重演,但25年後的今天,大家繼續要在金融市場打滾,據港交所(388)資料顯示,本港去年有35.8%人口,即約215.4萬人為股票投資者,數目及所佔比重均創新高。即使將現金存放在銀行戶口收息(其實也有風險),甚至放在家中,只要是打工仔便要參與強迫金(強積金),或多或少要參與投資,若果買投資日本股票的強積金基金的話,可能面對下跌逾一成,恐怕要換碼或抱長線投資的態度了。

有趣的是,望望消委會份報告,確提供不少參考,原來用10年計,港股基金平均年回報率9.69%,在各基金中表現奪冠,即使最低的也有6.71%,比歐美和日本股票基金回報最高的還要佳,而基金開支比率方面,港股基金也僅平均1.65%,最高的是2.54%,按最高比率計,與歐洲股票的2.96%和美國股票的2.4%比較也不遜色,值得作參考。當然,要逐隻「秤」便需要做功課了。

基金買一籃子股票尚且可話分散風險,逐隻股票作研究的失手機會或更高,且看連思捷環球(330)神話不再便知,但從另一角度看,可視為翻身概念股炒作。

思捷剛展示其2012年度年報,雖然沒有像李超人間長江實業(001)年報封面,年年有句口號,像去年的「克服市場挑戰 展現強厚實力」般,但思捷年報第二頁卻揭示其變革,第一句竟是:「我是女人,不是女孩。」,然後再來「我充滿自信,不必(也不介意)流露自信」,禤中怡中文水平低,只覺行文像詩又像散文,恐怕要諾貝爾文學獎得主莫言幫手望望。不過,從這段文句可見,相信投資者可知其產品風格,未來將會如何演變,而那個「我」,便是思捷。

未知是否集中打女性主意,男裝和童裝戰線會另作安排,因為見到現任主席柯大俠的官方照片,西裝襯恤衫,沒有結領帶,若果是思捷的出品,恐怕也太穩重吧,又如果一身服飾與思捷無關,豈非不捧場?

不過,柯大俠的努力也沒有白費,因為其董事袍金凍結一年後,去年終獲提高10.2%,至80.5萬元,與副主席鄭明訓看齊。

已離職的總裁范德施薪酬雖連跌兩年,去年減6.6%,仍袋逾5,381萬元,縱購股權福利縮水,花紅反增47%,至逾1,500萬元,相信可安心交棒了。

(10月17日刊於《am730》)

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