4.4.06

經典重現

《教父》這套電影,歷久常新。阿爾柏仙奴飾演的米高,原本從軍,誓神劈願跟戴安姬頓飾演的Kay說,不會重蹈老父舊路。但當老父被人砰砰砰打到入醫院,迫於無奈,要踏上接手家族生意的宿命,而且青出於藍,做教父幹得比上手更厲害。

  這套戲突然在我腦中閃過,是因為我在看這份業績公告。兩者完全沒有關係,作為比喻亦不倫不類,但難以解釋,一幕幕《教父》的經典,就是在眼前歷歷在目。

   新濠國際(200)去年狂賺五億幾,比2004年升近九倍。經過一輪公布業績期的瘋狂盈利升幅,賺多九倍,濕濕碎矣,未足以嚇呆投資者。狂升的原因不外 乎兩個,若非物業重估,定必是出售(或視作出售)附屬公司,新濠主要是後者。如果扣除這五億的收益,去年成績比2004年還要差。

  既然我開場寫《教父》如此氣勢磅礡,又怎會甘心拘泥於2005年哪處賺多何處蝕少?當然要放眼於大格局的深層次意義。

  新濠主席是賭王之子,要開賭,成盤生意可以任他選擇。但偏偏起步時,新濠是做電腦、做證券,全部是僅次於石仔的服務行業;再加上那粒海上珍寶珠,生意是筒索萬每樣四隻的一副頭暈牌,要食出雙辣,甚為蝦人。

  但上吓碰吓,又做得出副大牌。先碰角子老虎機,再起槓三拆六的最後一張張,叫澳門皇冠及夢幻之城兩飛。

  新濠回歸從賭,是教父米高自己的主觀願望,還是戲中醫院探病後的迫於無奈?作為上市公司,均均真真,賭場無父子,要全力競爭為股東謀利益。但反正戰場上有鬼佬有外人打崩頭,與自己人邊爭邊包抄,贏面始終高於單拖上陣。

  在《教父》,米高接手後,就連隨涉足拉斯維加斯的賭業,有什麽辦法不叫我胡思亂想?之後米高的影響力伸展入政壇,而新濠主席盛傳將競選港交所(388)董事。1972年的經典,餘音繚繚。

6 comments:

Anonymous said...

米高做教父幹得比老父更狠更毒。

fatmandg said...

any interest to analyze the deal of Cheung Tai Hong (199) announced today? super complicated to me...

Anonymous said...

其實佢由澳門電力化身成新濠, 到成為賭業股的龍頭, 都勁過佢老豆多多聲, 賭枱未開, 響金魚缸已經賺唔少...至少不少大行肯出報告唱好....

最勁的地方是科網股後8號仔由27蚊跌到幾毫子, 而隻異靈靈響賭業股爆煲後, 隻野仲靈異地一拆二, 又由青蟹就快變成花蟹...可以媲美蘋果電腦(NYSE:AAPL)

Anonymous said...

何猷龍與李小超的手法好接近 - 借助老豆名氣,買殼大搞財技獲利。

兩個都係叻仔。

另,明日有無方生同孔生既專欄 ?

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Anonymous said...

From my years of experience in corporate ladder climbing, without his rich dad's connection and above all backup, it is next to impossible for a young man to reach the top job in a company which is controlled by traditional Chinese family. In order to establish his own identity, the new generation usually tries to break away from his father's influence in the beginning by starting something different but in most cases ended up going back to what the family does best. His failure to develop his own business does not necessarily mean the business he was trying to get his beak wet has no future. In most cases, the critical reason of his failure is related to his lack of an empty stomach and hardworking attitude which his father carried when he was young. Afterall, it is money and power he is looking for and who cares how does he get them as long as he gets them.