股神再现神操作! 疫情期间入股5大日企料大赚
(纽约7日讯)外媒消息指出,巴菲特在疫情期间投资日本5大商社的决定正获得丰厚回报,因为这些企业预计获利即将出现创纪录的反弹。
彭博报道,在从原油到铁矿石等各种商品价格反弹后,日本贸易公司纷纷提高了获利前景。
伯克夏2020年宣布入股日本最大的5间贸易公司,此举震惊全球市场,因为当时疫情正烧,这些公司正努力应付利润下滑的问题。
现在,这些公司是大宗商品价格强弹的最大赢家之一。近期的供应限制及地缘政治局势,以及需求反弹,已导致能源、金属、农作物价格飙升。
其中1家商社丸红在上调全年财测并宣佈回购计划后,股价在周四飙至历史新高。三菱商事、伊藤忠商事、三井物产也上调财测,住友商事预定在周五释出财测。
丸红总执行长柿木真澄(Masumi Kakinoki)表示:“这些会是非常令人吃惊的数字,我们正冷静进行评估,前景可能不确定,所有其他公司也不想过度依赖大宗商品。”
据报道,这些商社为日本在海外能源及金属资产的最大投资者,它们开发了复杂的交易平台,以从区域价格套汇中获利。
现年91岁的巴菲特为全球10大富豪中,唯一一位净资产在今年实现增长的富豪。
价值股为巴菲特投资理念的基石,也是伯克夏的投资重点,自今年初以来,该公司表现皆优於科技公司及标普500指数。
http://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E8%82%A1%E7%A5%9E%E5%86%8D%E7%8E%B0%E7%A5%9E%E6%93%8D%E4%BD%9C%C2%A0%E7%96%AB%E6%83%85%E6%9C%9F%E9%97%B4%E5%85%A5%E8%82%A15%E5%A4%A7%E6%97%A5%E4%BC%81%E6%96%99%E5%A4%A7%E8%B5%9A
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