Monday, January 20, 2014

英資也搶灘

英資大財團怡和策略昨日罕有出重拳,入股在內地賣車的中升控股(881),今日中升股價會否獲祝福?
怡和策略在九七前,在港具有舉足輕重的地位,怡和大班更往往是行政局非官守議員,與滙豐大班齊名,即使今日已將上市地位遷往新加坡,在港仍能見到他們的蹤影,如惠康超市、置地廣場和文華東方酒店等,只是影響力或許受其他財團所攤薄,好像曾前臨中環海景的交易廣場,已被華資為首的國際金融中心(IFC)所遮擋了。
怡和在汽車業務方面的發展,自然首推著名的仁孚行,主力銷售平治(內地稱「奔馳」)品牌汽車,同時拓展南韓現代品牌的汽車。
內地有南星和北星之稱,就是平治內地銷售分開不同代理商負責,而怡策在南中國賣平治多年,經已布局29個據點,包括15間4S店、11個陳列室等,而本港以前有間上市公司稱「利星行」在內地售平治,但經已被私有化了。
至於中升集團亦經營銷售豪華和中高檔品牌,特別是同樣銷售平治品牌,此外,還有奧迪、保時捷、路虎(Land Rover)、豐田、日產、大眾等品牌,相信這亦是怡策看中的原因,並最多拿56億元去認購中升批新股同可換股債券。
不過,內地不是有汽車限購令嗎?豈不是會打擊汽車銷售行業?同於內地經營汽車的朋友談起,現在一些城市的確購車設限,如在上海,想買個牌的價錢比買部小型車貴,當然,富豪買高檔車,自然對多花數萬甚至逾十萬元不足懼。
朋友又話,其實內地有些4S店也因這政策而關門,但他無提及銷售類型。所謂4S店,就是包含銷售(Sale)、零配件(Sparepart)、售後服務(Service)及資訊調查(Survey)一條龍服務,內地幅員廣闊,建立太多店,分分鐘捱不住,但數目太少又不易受注目。
當然,懂得做生意的自然有對策,他透露,有時在福建出牌,然後返回上海,至於將部車運回去,甚至駛回去也有可能,自然避過政策的影響。
中升於去年中期業績顯示,其實也的確少賣車3.4%,至8.7萬部,但營業額反而增加1.5%,至246億元(人民幣,下同),因售後服務生意增長,而單賣車的收入雖降至217.63億元,但平均車價反升2.6%,可見車價貴點也不愁。
怡策今趟出手闊綽,肯定看好前景,未知是否有下一步,畢竟中升已在去年中於地建立163家經銷店,其中54家為豪華品牌經銷店,覆蓋逾60個城市了。至於同類行家包括正通汽車(1728)和大昌行(1828)會否也成為追捧的對象呢?

(1月20日刊於《am730》)

14 Comments:

At 9:18 AM, Blogger oakleyses said...

air max, burberry outlet, true religion jeans, louboutin, louis vuitton outlet, louboutin, ray ban sunglasses, tiffany and co, coach outlet store online, oakley sunglasses cheap, christian louboutin shoes, longchamp outlet, louis vuitton, true religion jeans, tory burch outlet, kate spade outlet, kate spade handbags, oakley sunglasses, jordan shoes, polo ralph lauren outlet, louis vuitton outlet, louis vuitton handbags, coach outlet, prada outlet, ray ban sunglasses, chanel handbags, michael kors outlet, longchamp handbags, michael kors outlet, oakley sunglasses, nike shoes, air max, coach purses, michael kors outlet, longchamp handbags, louis vuitton outlet stores, nike free, prada handbags, coach factory outlet, gucci outlet, tiffany and co, louboutin outlet, michael kors outlet, polo ralph lauren outlet, michael kors outlet, burberry outlet, michael kors outlet

 
At 9:18 AM, Blogger oakleyses said...

abercrombie and fitch, hollister, sac burberry, sac hermes, nike free pas cher, michael kors, sac guess, timberland, nike free, lululemon, new balance pas cher, true religion outlet, sac louis vuitton, mulberry, louis vuitton uk, longchamp, nike roshe, vans pas cher, air max, louboutin, vanessa bruno, nike blazer, hollister, air force, ray ban pas cher, true religion outlet, north face, oakley pas cher, hogan outlet, nike trainers, nike tn, air jordan, sac louis vuitton, polo lacoste, louis vuitton, air max pas cher, michael kors pas cher, michael kors, polo ralph lauren, sac longchamp, converse pas cher, ralph lauren, nike roshe run, barbour, nike air max, air max, north face, ray ban sunglasses

 
At 9:34 AM, Blogger oakleyses said...

marc jacobs, soccer shoes, abercrombie and fitch, hollister, asics running shoes, canada goose, ugg boots, nfl jerseys, reebok outlet, herve leger, ugg, north face outlet, mont blanc, longchamp, insanity workout, canada goose uk, chi flat iron, babyliss pro, ugg pas cher, ugg australia, canada goose jackets, mcm handbags, canada goose, wedding dresses, new balance shoes, mac cosmetics, soccer jerseys, celine handbags, birkin bag, p90x, ferragamo shoes, valentino shoes, nike huarache, beats by dre, ghd, instyler, jimmy choo outlet, lululemon outlet, bottega veneta, canada goose, rolex watches, canada goose outlet, vans shoes, nike roshe run, moncler, ugg boots, north face jackets, uggs outlet, giuseppe zanotti

 
At 9:34 AM, Blogger oakleyses said...

louboutin, moncler outlet, juicy couture outlet, iphone 6 cases, hollister, moncler, karen millen, oakley, baseball bats, wedding dresses, ray ban, gucci, canada goose, ralph lauren, canada goose, swarovski crystal, hollister clothing store, moncler, air max, converse, pandora jewelry, juicy couture outlet, rolex watches, moncler, supra shoes, moncler, pandora charms, ugg, vans, toms shoes, links of london, pandora charms, air max, timberland boots, parajumpers, hollister, thomas sabo, louis vuitton, montre homme, coach outlet store online, lancel, ugg, swarovski, moncler, converse shoes

 
At 7:28 PM, Blogger midi haytham said...

شركة كشف تسربات المياه بمكة
شركة تنظيف فلل بمكة
شركة تنظيف واجهات حجر بمكة
شركة تنظيف بمكة
شركة تنظيف شقق بمكة
شركة تنظيف بيوت بمكة
شركة جلي بلاط بمكة
شركة تنظيف مسابح بمكة
شركة تنظيف خزانات بمكة
شركة عزل خزانات بمكة
شركة تنظيف خزانات بمكة
شركة تسليك مجارى بمكة
شركة تنظيف موكيت بمكة
شركة تنظيف منازل بمكة
شركة رش مبيدات بمكة
شركة تنظيف واجهات زجاج بمكة
شركة تنظيف مجالس بمكة
شركة تنظيف بيوت شعر بمكة
شركة شفط بيارات بمكة
شركة عزل اسطح بمكة
شركة تنظيف فنادق بمكة
شركة نقل اثاث بالرياض
شركة مكافحة النمل الأبيض بمكة
شركة مكافحة حشرات بمكة

شركة تنظيف مساجد بمكة

 
At 7:28 PM, Blogger midi haytham said...

شركة كشف تسربات المياه بالدمام
شركة تخزين اثاث بالدمام

شركة تنظيف فلل بالدمام
شركة تخزين عفش بالدمام
شركة نقل عفش بالدمام
شركة تنظيف واجهات حجر بالرياض


شركة تنظيف شقق بالدمام
شركة تنظيف بيوت بالدمام
شركة جلي بلاط الدمام
شركة تنظيف مسابح بالدمام
شركة تنظيف خزانات بالدمام
شركة عزل خزانات بالدمام
شركة تسليك مجارى بالدمام
شركة تنظيف موكيت بالدمام
شركة مكافحة النمل الأبيض بالدمام
شركة تنظيف واجهات زجاج بالدمام
شركة تنظيف مجالس بالدمام
شركة شفط بيارات الدمام
مكافحة حشرات الفراش
شركة عزل اسطح بالدمام
شركة تنظيف بيارات بالدمام
شركة رش مبيدات بالدمام
شركة تنظيف قصور بالدمام
شركة تنظيف فنادق بالدمام

 
At 3:18 PM, Blogger ninest123 said...

ninest123 16.01
oakley sunglasses, cheap oakley sunglasses, michael kors outlet, louboutin, longchamp outlet, michael kors outlet, uggs on sale, nike air max, louis vuitton, louboutin shoes, christian louboutin outlet, polo ralph lauren outlet, burberry, ugg boots, michael kors outlet, nike air max, ray ban sunglasses, michael kors, ray ban sunglasses, michael kors outlet, replica watches, chanel handbags, jordan shoes, ugg boots, louis vuitton, prada outlet, oakley sunglasses, ray ban sunglasses, longchamp outlet, louboutin outlet, gucci outlet, louis vuitton, burberry outlet online, prada handbags, michael kors outlet, louis vuitton outlet, longchamp, replica watches, oakley sunglasses, polo ralph lauren outlet, tiffany jewelry, louis vuitton outlet, nike outlet, tory burch outlet, oakley sunglasses, tiffany and co, ugg boots, nike free, ugg boots

 
At 3:23 PM, Blogger ninest123 said...

michael kors, michael kors, hogan, oakley pas cher, nike air max, mulberry, ray ban pas cher, nike air max, longchamp, converse pas cher, ralph lauren uk, nike free run uk, true religion outlet, replica handbags, nike trainers, abercrombie and fitch, air force, hermes, true religion jeans, nike free, air jordan pas cher, vanessa bruno, nike roshe run, lacoste pas cher, longchamp pas cher, nike huarache, hollister, nike roshe, north face, north face, ralph lauren pas cher, true religion jeans, burberry, sac longchamp, vans pas cher, tn pas cher, michael kors, michael kors, coach purses, nike blazer, sac guess, new balance pas cher, nike air max, hollister pas cher, true religion jeans, coach outlet, louboutin pas cher, ray ban uk, lululemon, air max, timberland

 
At 3:27 PM, Blogger ninest123 said...

lululemon, birkin bag, iphone 6 plus cases, soccer shoes, ipad cases, baseball bats, insanity workout, valentino shoes, iphone 6 cases, north face outlet, s5 cases, mcm handbags, asics running shoes, vans shoes, mont blanc, oakley, celine handbags, gucci, ray ban, p90x workout, iphone 6s plus cases, north face outlet, new balance, ferragamo shoes, hollister, nike air max, vans, giuseppe zanotti, iphone 5s cases, reebok shoes, bottega veneta, mac cosmetics, iphone 6s cases, abercrombie and fitch, jimmy choo shoes, louboutin, timberland boots, nfl jerseys, nike roshe, babyliss, instyler, chi flat iron, iphone cases, ralph lauren, hollister, beats by dre, converse, soccer jerseys, herve leger, ghd, wedding dresses, nike air max

 
At 3:29 PM, Blogger ninest123 said...

coach outlet, doudoune canada goose, barbour, converse outlet, canada goose outlet, juicy couture outlet, barbour jackets, canada goose, juicy couture outlet, canada goose uk, toms shoes, pandora charms, ugg pas cher, pandora jewelry, ugg,uggs,uggs canada, louis vuitton, montre pas cher, swarovski, hollister, louis vuitton, swarovski crystal, marc jacobs, canada goose, moncler, thomas sabo, lancel, canada goose, wedding dresses, louis vuitton, replica watches, louis vuitton, moncler, moncler, sac louis vuitton pas cher, moncler outlet, pandora charms, links of london, karen millen, ugg,ugg australia,ugg italia, moncler, supra shoes, bottes ugg, doke gabbana outlet, moncler, pandora jewelry, moncler, canada goose, canada goose outlet, moncler, ugg boots uk
ninest123 16.01

 
At 1:42 AM, Blogger Liu Liu said...

There’s an all-Big Ten semifinal in the College Football Playoff. As christian louboutin shoes of now, anyway.

A Nike Roshe Run week after the teams ranked Nos. 2, 3 and 4 lost, Ohio State vaulted to No. 2 in Tuesday night’s College Football Playoff rankings. cheap nfl jerseys Michigan, which was No. 3 last week, NFL Jerseys held serve in the same spot while Clemson Nike Free Run fell from No. 2 to No. 4.

The likelihood of Michigan and Ohio State facing each other in the Playoff is, of course, very louboutin outlet small. The hated christian louboutin uk rivals face off on Nov. wholesale nfl jerseys 26. Assuming neither team loses on nfl jerseys store Saturday, Nike Air Max 90 the winner will remain in the top four while the loser will Nike Air Max 2015 Shoes likely fall out.

 
At 3:44 PM, Blogger Unknown said...

bengals jersey
nike tn
abercrombie and fitch
ray bans
ed hardy clothing
ray ban sunglasses
michael kors handbags clearance
bills jerseys
hugo boss sale
ray ban sunglasses

 
At 2:47 PM, Blogger raybanoutlet001 said...

toms outlet
michael kors outlet
coach outlet online
ralph lauren
michael kors handbags
ray ban sunglasses
fitflops
nike trainers uk
michael kors outlet store
ed hardy

 
At 9:48 AM, Blogger shengda xu said...

birkenstock
birkenstock outlet
christian louboutin pas cher
michael kors
yeezy boost
adidas yeezy boost
polo ralph lauren
discount nike shoes
hermes bags
coach outlet online
xushengda0511

 

Post a Comment

<< Home