2007/08/29

你也可做 Donald Tsang!

政治書本過去一向給人嚴肅、沉悶乏味的感覺.但作者用其一貫的說小故事講大道理的手法、古今中外人物的例子輔佐,加上近年大眾對政治的熱忱和傳媒及書展的烘焙,令新君王論至今已出至第四本-曾蔭權的領導筆記 (聞說第五集將於年底推出).書中透過作者的耳聞目睹,揭示曾蔭權不為大眾市民所知的一 面 (例如他閒時喜歡用「擦鞋」來減壓) ,分析曾蔭權的管治之道、性格上有何特別之處可令他由昔日一個早被判死刑的「清潔大隊長」,搖身一變,爆冷登上特首寶座.

對於讀過新君王論 I、II 的朋友,可能會覺得內容有點重複論述.因為德川家康的「忍」術、羅斯褔的「爐邊閒話」、以及邱吉爾的急才,口上不饒人的性格亦再次在這本書中登場.不過,若然畢業後已在職場上打滾了三數年,仍感鬱鬱不得志的你.書中提到曾蔭權某些工作上的態度卻十分值得我們學習仿傚.

就如專欄作家孔少林在結束《信報》的專欄時寄語:「我們都是原復生,你也可孔少林」.雖然特首一職,你同我都無依種福份命水,不過做一個出色的打工仔,這份能奈,你我都有.

2007/08/28

男子組

車樓我點供晒 一身屁股的債
仲扮眼濕濕 扮晒o翕耷  
但係我都冇錢 點借錢你還欠債

老友咪嘆氣 我點幫你 baby   
振振兩臂拍拍背肌
打氣 baby 力要谷起   
想當天可以孩子氣 未要(子貝)飛   
今天爭爭氣男子組靠你

老友咪放棄 放都o徙氣 baby  
振振兩臂 拍拍背肌 打氣 baby 
用腦谷起 一班啤酒肚在喘氣 大曬腹肌  
波波交俾你男子組靠你

老友我撐你 我梗幫你 baby 
振振兩臂 拍拍背肌 打氣 baby 
射到飛起 今天點可以話之你 
仲放飛機 爭番一口氣男子組靠你

* 各位男子組組員 抬起頭來 荒人願意身先士卒衝鋒陷陣 

黃河之水天上來

2007/08/17

功力尚淺

雖然這種感覺真的挺難受,我亦知道際此人心惶恐之時,唯有耐性、EQ 以及穩定的心理質素才是王道.不過自己仍然老馬有火,「躁底」非常.睇黎我要達至「泰山崩於前而色不變」此一層次,距離尚遠.

看來有需要去降降火.

2007/07/28

aNobii

尹思哲經常在其專欄內提到宋漢生所創立的 aNobii.
昨天晚上終於無意中 click 到此網.發覺介面設計簡潔,方便易用.便即時開番個網上私人書櫃,過吓「櫃主」癮!
若大家也是愛書之人,都不妨弄個「私伙」書櫃,月旦交流.

延伸閱讀:
荒人書櫃
香港虛擬書櫃 打動全球書蟲

2007/07/22

Aluminium Gimme smelter - Are more big deals ahead ?

THE notion that aluminium is merely a dull, grey metal has taken something of a hammering lately. A dramatic string of mergers, bids and counterbids has enlivened an industry that is proving to be as malleable as its end product. On July 12th Rio Tinto, one of the world's biggest mining firms, comprehensively trumped Alcoa's hostile $27 billion offer for Alcan, a Canadian rival, by stumping up $38.1 billion in cash. The deal will make Rio Tinto the world's top aluminium producer (see chart), ahead of Russia's RUSAL, which was itself involved in a big merger in March. And the flurry of activity in the industry might even result in Alcoa itself being gobbled up. BHP Billiton, an Anglo-Australian mining giant sitting on a pile of money earned from high metal prices, is thought to be mulling a $40 billion bid for the American aluminium-maker.

What explains all this dealmaking? Tom Albanese, Rio Tinto's boss, is confident that the huge sum he is paying for Alcan is justified, in large part because of the situation in China. It is expected to consume 12.5m tonnes of aluminium this year out of a world total of 40m tonnes. But although Chinese demand has pushed up the aluminium price to twice its level of 18 months ago, the price has hovered around $2,700 a tonne for some months.

Where it will go next is the subject of much debate. Until a few years ago China was a net importer of aluminium. Since then both production and consumption have exploded to satisfy the demands of the expanding economy. But production outpaced consumption, making China a net exporter. Jim Lennon, an analyst with Macquarie Bank, points out that aluminium plants can be built far more quickly there than anywhere else in the world, and at about a quarter of the cost.

China is home to Chalco, one of the giants of the aluminium business, and to over a third of the world's smelters. But although plants can be built cheaply in China, production costs are among the highest in the world. China relies on expensive imported alumina, the refined version of bauxite, the ore from which aluminium is made. And smelting it uses vast amounts of energy, accounting for one-third of the costs in an average plant. The government has tried to rein in aluminium producers on the ground that they are hogging prized energy resources that it would prefer to divert to other parts of the economy. Last year a tax rebate on the export of aluminium ingots was eliminated, and then an export tax was imposed.

But China's policymakers may fail to stem the power drain. Ingot exports have slowed down in recent months but exports of semi-finished and finished aluminium products, which are much harder to track, may have filled the gap. Demand for aluminium grew by 23% in China in 2006 and is expected to expand by 30% this year. The government may try to intervene to prevent production from expanding commensurately; but it may not succeed.

Even so, many industry watchers believe that China will once again become a net importer of aluminium. On current trends world demand for the metal will reach 70m tonnes by 2020. But where will the extra supply come from? There are few places with the abundant cheap energy needed to make the stuff. Alcan is probably best placed to take advantage of growing demand, because a deal with Quebec, its home province, provides it with cheap, plentiful hydro-electric power. Hence its appeal to Rio Tinto.

What of BHP Billiton's supposed interest in Alcoa? Unlike Alcan, the American firm does not have access to bargain-priced power supplies. And along with its smelters and bauxite deposits, it has a raft of less tasty downstream assets, such as a packaging business with pitiful margins. But BHP Billiton could team up with a private-equity buyer to offload the less desirable parts of Alcoa, and some analysts reckon that of all the potential suitors it is in the best position to extract savings from a deal. So it might still prove enticing, particularly if BHP Billiton shares Mr Albanese's cheerful forecast of growing demand for aluminium from another source. “Where goes China, India is likely to follow,” he says.

The Economist , Jul 19th 2007

Chinese Version