2009年8月14日星期五

掌門人

上個星期有間公司叫NetJets,做私人飛機服務嘅,出現左人事變動,大家可能無咩為意,不過原來背後牽連住股神巴菲特王國嘅興衰。

NetJets公布,由David Sokol「索科爾」接替「桑塔利」,出任主席同暫任行政總裁,呢間NetJets其實係股神旗艦巴郡所持有,雖然近年一直處於虧損,不過巴菲特非常睇重呢間公司,好似係桑塔利未離任前,巴菲特對佢都係贊賞有加,因此一度都被視為接班人。

市場咁睇好「索科爾」,係因為同巴郡其他公司人事任命唔同,今次係由股神自己親自欽點,連Barron's都估索科爾,係最有機會出任巴郡行政總裁。

雖然啱啱呢個星期巴郡公布嘅第二季業績,叫做賺返33億美元,按年增長14%,係連續六個季度倒退後首次回升,不過如果唔計衍生工具,實際盈利都係要跌兩成二,大家都開始諗係時候有啲新思維!

巴菲特曾經講過,巴郡董事局入面,最少有三名高層可以接替行政總裁,不過就從來無公開過名稱。

外界估計,除左索科爾外,仲有汽車保險公司主席「奈斯利」,同再保險業務主管「賈殷」。

其實令索科爾突然間走紅,入股比亞迪先係最大關鍵!

其實舊年入股比亞迪嘅時候,身兼中美能源主席嘅索科爾,都親自嚟香港主持記者會,現年只有52歲,入股比亞迪就由佢親自穿針引線。

巴菲特對比亞迪發明嘅電能車都讀不絕口,自己喺上次股東會,親身揸過未面世嘅全電能車「E6」,認為速度同舒適程度都好理想,自然令索科爾加分!

不過最關鍵都係股價表現,巴郡喺金融海嘯股價幾乎跌左一半,由十五萬美金一股,跌至七萬二千美元,最近先爬返上十萬。相反比亞迪股價喺佢入股後,足足升左5倍,回報可以比美中國石油。

3 則留言:

匿名 說...

Hold on with 291,1919 & buy 2088-SC

匿名 說...

I heard there are quite a lot of greiances from the younsters these days that the skyhigh property prices that they will take years to get a home. Their desperation will turn to drugs or give up themselves into virtual world.
It is the fault of the Government to let the properties surging too much & too fast. The social change brought about by the short sighted policy could have long lasting impact on our next generation.

匿名 說...

Yes, agreed to the above.
Don't take it lightly for every move of property price, it could affect the livelihood of our young people in their dream to build their homes. Nowadays,the environment for our next generation is tough, they not only have to face challenges from HK but also the competitions from China. The property prices push up by inflow of funds from the mainland could dash the hopes of the young people here and create hatred to the people from the North. This disharmony is long lasting. Poor will be getting poorer, the poorer will be getting to the poorest. Mr. Tsang & his government should not put a light heart to it.