Bitcoin Forum
May 28, 2024, 01:32:56 PM
Welcome,
Guest
. Please
login
or
register
.
News
: Latest Bitcoin Core release:
27.0
[
Torrent
]
Home
Help
Search
Login
Register
More
Bitcoin Forum
>
Local
>
中文 (Chinese)
>
离题万里
>
“股神”又抄底?巴菲特或将收购美国输配电巨头
Pages: [
1
]
« previous topic
next topic »
Print
Author
Topic: “股神”又抄底?巴菲特或将收购美国输配电巨头 (Read 98 times)
zaa972
(OP)
Member
Offline
Activity: 70
Merit: 10
“股神”又抄底?巴菲特或将收购美国输配电巨头
November 23, 2017, 05:56:01 PM
#1
不到两周时间,“股神”巴菲特可能一再上演低位收购。本周四《华尔街日报》援引知情者消息称,巴菲特执掌的伯克希尔哈撒韦旗下能源公司接近达成收购输配电企业Oncor的协议,可能最早周四当天宣布收购。知情人士未透露交易条款细节,但表示,最终交易额会低于去年7月美国风电公司NextEra Energy Inc.向Oncor控股公司Energy Future Holdings Corp.提出的收购价184亿美元。Oncor官网介绍,该司运营美国第六大、德州最大输配电系统,为德州402个城市和91个郡的1000多万居民服务。NextEra自2014年起一直寻求收购Oncor,尽管去年已与Energy Future达成收购协议,仍被德州监管机构以不符合公众利益为由否决。若消息属实,这将是巴菲特最近又一笔利用相关收购目标公司经营不善而抄底的收购。今年6月22日,巴菲特已经唱了一出趁乱抄底的好戏:以4亿加元间接入股加拿大最大非银房地产按揭贷款机构Home Capital,持有38.39%的股权,较前一日该司收盘价折价近33%。一个多月前Home Capital遭储户挤兑陷入流动性危机,股价一日暴跌60%以上,走到了倒闭边缘。更绝的是,巴菲特此次救Home Capital实际仅出资3亿美元,但通过与HCG的协议在24小时内就爆赚91%:2.7亿美元,年化收益率33100%,这还没算一年后将收入囊中的1.8亿加元利息。华尔街见闻文章指出,这和金融危机期间救高盛如出一辙:当时巴菲特对高盛注资50亿美元,换回了市值50亿美元的优先股,每年可以获得10%的分红,高盛还给了他可以在任何时候以115美元购入50亿美元普通股的“看涨期权”。(详见:《巴菲特重演“拯救高盛”戏码 零风险24小时爆赚90%》)值得一提的是,Energy Future曾经让巴菲特吃过苦头。Energy Future2014年提交破产申请,当时负债400多亿美元,成为美国史上最大企业破产案之一。那年巴菲特在致股东公开信中承认投资Energy Future犯了“大错”:2007年购买了该公司20亿美元债券,该司破产可能导致这笔投资血本无归。上月《华尔街日报》指出,一直以来,巴菲特80%的业绩来源于二级市场投资,20%的业绩来自于实业经营。但最近十多年来,巴菲特基本上做到了近80%的业绩来自于实业投资。过去几年,巴菲特在电力公用设施、制造商、零售商和铁路领域的并购动作频频。随着伯克希尔持有的现金量越来越多,巴菲特的并购热情也水涨船高。截至今年3月31日,伯克希尔哈撒韦持现高达965亿美元,今年5月巴菲特在股东大会上表示,他渴望寻找空间运用这些资金。本周四美股三大股指普跌,能源股、科技股跌幅居前。标普500信息技术指数收跌0.86%、能源指数收跌1.1%,公用事业指数收跌0.13%。今年以来标普500能源板块累计已有两位数跌幅,标普500公用事业板块尚有5%以上涨幅,银行板块涨逾6%。抄底美银 六年后净赚百亿美元上月末美国银行股大涨,巴菲特金融危机期间投资大银行暴赚的事迹又上了头条。6月28日美联储宣布34家大银行均通过压力测试后,各银行纷纷宣布资本返还计划,疯狂撒钱近700亿美元,力度远超市场预期。次日银行股大涨,摩根大通、花旗等美国大行股价涨幅超过2%。6月30日,伯克希尔哈撒韦宣布,决定将手中持有的美国银行优先股转换为7亿股普通股。按照认股权证,伯克希尔将以7.14美元/股的价格买入7亿股普通股,比29日美国银行收盘价折价71%,除去转换成本净赚120亿美元。华尔街见闻文章此后提到,巴菲特在不到6年前花50亿美元对美国银行的“救助投资”,现如今所有的分红(利息)加资本利得,已净赚近150亿美元,这堪称他救助类投资里面获利最为丰厚的一笔。如果仔细梳理这笔交易背后具体的条款,以及其在金融危机期间其他的“投资”,就会发现非常强的“规律性”。(详见:《50亿投资六年净赚150亿!巴菲特这算不算大发“国难财”?》)。
Pages: [
1
]
Print
Bitcoin Forum
>
Local
>
中文 (Chinese)
>
离题万里
>
“股神”又抄底?巴菲特或将收购美国输配电巨头
« previous topic
next topic »
Jump to:
Please select a destination:
-----------------------------
Bitcoin
-----------------------------
=> Bitcoin Discussion
===> Legal
===> Press
===> Meetups
===> Important Announcements
=> Development & Technical Discussion
===> Wallet software
=====> Electrum
=====> Bitcoin Wallet for Android
=====> BitcoinJ
=====> Armory
=====> Mycelium
=====> Hardware wallets
=> Mining
===> Mining support
===> Pools
===> Mining software (miners)
===> Hardware
=====> Group buys
===> Mining speculation
=> Bitcoin Technical Support
=> Project Development
-----------------------------
Economy
-----------------------------
=> Economics
===> Speculation
=> Marketplace
===> Goods
=====> Computer hardware
=====> Digital goods
=======> Invites & Accounts
=====> Collectibles
===> Services
===> Currency exchange
===> Gambling
=====> Games and rounds
=====> Investor-based games
=====> Gambling discussion
===> Lending
=====> Long-term offers
===> Securities
===> Auctions
===> Service Announcements
=====> Micro Earnings
===> Service Discussion
=====> Web Wallets
=====> Exchanges
=> Trading Discussion
===> Scam Accusations
===> Reputation
-----------------------------
Other
-----------------------------
=> Meta
===> New forum software
===> Bitcoin Wiki
=> Politics & Society
=> Beginners & Help
=> Off-topic
=> Serious discussion
===> Ivory Tower
=> Archival
===> Корзина
===> CPU/GPU Bitcoin mining hardware
===> Chinese students
===> Obsolete (buying)
===> Obsolete (selling)
===> MultiBit
-----------------------------
Alternate cryptocurrencies
-----------------------------
=> Altcoin Discussion
=> Announcements (Altcoins)
===> Tokens (Altcoins)
=> Mining (Altcoins)
===> Pools (Altcoins)
=> Marketplace (Altcoins)
===> Service Announcements (Altcoins)
===> Service Discussion (Altcoins)
===> Bounties (Altcoins)
=> Speculation (Altcoins)
-----------------------------
Local
-----------------------------
=> العربية (Arabic)
===> العملات البديلة (Altcoins)
=====> النقاشات
===> إستفسارات و أسئلة المبتدئين
===> التعدين
===> النقاشات الأخرى
===> منصات التبادل
=> Bahasa Indonesia (Indonesian)
===> Marketplace (Bahasa Indonesia)
===> Mining (Bahasa Indonesia)
===> Altcoins (Bahasa Indonesia)
===> Trading dan Spekulasi
===> Ekonomi, Politik, dan Budaya
===> Topik Lainnya
=> Español (Spanish)
===> Mercado y Economía
=====> Servicios
=====> Trading y especulación
===> Hardware y Minería
===> Esquina Libre
===> Mercadillo
=====> Mexico
=====> Argentina
=====> España
=====> Centroamerica y Caribe
===> Primeros pasos y ayuda
===> Altcoins (criptomonedas alternativas)
=====> Minería de altcoins
=====> Servicios
=====> Tokens (Español)
=> 中文 (Chinese)
===> 跳蚤市场
===> 山寨币
===> 媒体
===> 挖矿
===> 离题万里
=> Hrvatski (Croatian)
===> Trgovina
===> Altcoins (Hrvatski)
=====> Announcements (Hrvatski)
===> Off-topic (Hrvatski)
=> Deutsch (German)
===> Anfänger und Hilfe
===> Mining (Deutsch)
===> Trading und Spekulation
===> Projektentwicklung
===> Off-Topic (Deutsch)
===> Treffen
===> Presse
===> Altcoins (Deutsch)
=====> Announcements (Deutsch)
===> Marktplatz
=====> Auktionen
=====> Suche
=====> Biete
=> Ελληνικά (Greek)
===> Αγορά
===> Mining Discussion (Ελληνικά)
===> Altcoins (Ελληνικά)
=====> Altcoin Announcements (Ελληνικά)
=====> Altcoin Mining (Ελληνικά)
=> עברית (Hebrew)
=> Français
===> Actualité et News
===> Débutants
===> Discussions générales et utilisation du Bitcoin
===> Mining et Hardware
===> Économie et spéculation
===> Place de marché
=====> Échanges
=====> Produits et services
=====> Petites annonces
===> Le Bitcoin et la loi
===> Wiki, documentation et traduction
===> Développement et technique
===> Vos sites et projets
===> Hors-sujet
===> Altcoins (Français)
=====> Annonces
=> India
===> Mining (India)
===> Marketplace (India)
===> Regional Languages (India)
===> Press & News from India
===> Alt Coins (India)
===> Buyer/ Seller Reputations (India)
===> Off-Topic (India)
=> Italiano (Italian)
===> Guide (Italiano)
===> Progetti
===> Discussioni avanzate e sviluppo
===> Trading, analisi e speculazione
===> Mercato
=====> Mercato valute
=====> Beni
=====> Servizi
=====> Esercizi commerciali
=====> Hardware/Mining (Italiano)
=====> Gambling (Italiano)
===> Accuse scam/truffe
===> Mining (Italiano)
===> Alt-Currencies (Italiano)
=====> Annunci
===> Raduni/Meeting (Italiano)
===> Crittografia e decentralizzazione
===> Off-Topic (Italiano)
=> 日本語 (Japanese)
===> アルトコイン
=> Nederlands (Dutch)
===> Markt
===> Gokken/lotterijen
===> Mining (Nederlands)
===> Beurzen
===> Alt Coins (Nederlands)
===> Off-topic (Nederlands)
===> Meetings (Nederlands)
=> Nigeria (Naija)
===> Politics and society (Naija)
===> Off-topic (Naija)
=> 한국어 (Korean)
===> 대체코인 Alt Coins (한국어)
=> Pilipinas
===> Altcoins (Pilipinas)
=====> Altcoin Announcements (Pilipinas)
===> Pamilihan
===> Others (Pilipinas)
=> Polski
===> Tablica ogłoszeń
===> Alternatywne kryptowaluty
=====> Nowe kryptowaluty i tokeny
=====> Tablica ogłoszeń (altcoiny)
=> Português (Portuguese)
===> Primeiros Passos (Iniciantes)
===> Economia & Mercado
===> Mineração em Geral
===> Desenvolvimento & Discussões Técnicas
===> Criptomoedas Alternativas
===> Brasil
===> Portugal
=> Русский (Russian)
===> Новички
===> Бизнес
=====> Барахолка
=====> Обменники
===> Идеи
===> Кодеры
===> Майнеры
===> Политика
===> Трейдеры
===> Альтернативные криптовалюты
=====> Токены
=====> Бayнти и aиpдpoпы
===> Хайпы
===> Работа
===> Разное
===> Oбcyждeниe Bitcoin
=====> Новости
=====> Юристы
=> Română (Romanian)
===> Anunturi importante
===> Offtopic
===> Market
=====> Discutii Servicii
===> Minerit
===> Tutoriale
===> Bine ai venit!
===> Presa
===> Altcoins (Monede Alternative)
=====> Anunturi Monede Alternative
=> Skandinavisk
=> Türkçe (Turkish)
===> Bitcoin Haberleri
===> Pazar Alanı
===> Madencilik
===> Ekonomi
===> Servisler
=====> Fonlar
===> Proje Geliştirme
===> Alternatif Kripto-Paralar
=====> Madencilik (Alternatif Kripto-Paralar)
=====> Duyurular (Alternatif Kripto-Paralar)
===> Konu Dışı
===> Yeni Başlayanlar & Yardım
===> Buluşmalar
=> Other languages/locations
Loading...