股神投資比亞迪,十年賺146%
2008年9月26日,巴菲特領導的伯克希爾-哈撒韋公司達成協議,收購如今中國最大替代性能源汽車生產商比亞迪港股股權,規模相當于現在比亞迪交易港股份數的24.59%。巴菲特收購以來,比亞迪股價累計上漲超過500%,收購時巴菲特投入2.32億美元,以當前股價估算,這筆投資市值已達約16億美元。截至本周二收盤,伯克希爾的股價十年間也不過漲了146%。 早在汽車行業轉向電動汽車之前,巴菲特就押注了比亞迪。他出手兩年之后,比亞迪的美國同行特斯拉才上市。現在,比亞迪已成為巴菲特投資組合里美國以外地區市值最高的上市公司。比亞迪的股價經歷過大幅波動,隨著中國的交通運輸需求發展變化,公司已從手機電池生產商轉型為汽車和單軌列車制造商。 總部位于深圳的比亞迪在聲明中表示:“過去十年,比亞迪飛速成長。沃倫·巴菲特先生杰出的個人魅力和務實作風為公司發展提供了強大的支持。” 在彭博全球汽車制造商指數追蹤的27家汽車企業中,過去十年里以美元計算比亞迪是增幅第四高的企業,僅次于中國的吉利汽車、特斯拉和印度最大汽車制造商馬魯蒂鈴木公司。 巴菲特的長線投資理念在中國廣受崇敬,更被官方媒體尊為“股神”,但比亞迪并不是他在中國市場最得意之作。2007年,伯克希爾拋售中石油股份獲利35億美元,而伯克希爾首次披露投資中石油是在2003年,當時投入了4.88億美元。(財富中文網) 譯者:Pessy 審校:夏林 ? |
On Sept. 26, 2008, Berkshire Hathaway Inc. agreed to buy what is now equivalent to 24.59% of BYD Co.’s Hong Kong-traded stock. Those shares in what is now China’s biggest maker of alternative-energy vehicles have soared more than 500% since then, turning a $232 million investment into a stake worth roughly $1.6 billion at current prices. Berkshire shares have rallied just 146% in the same 10-year period as of Tuesday’s close. Buffett’s bet — made two years before Tesla Inc. listed and way ahead of the auto industry’s shift toward electric cars — has turned BYD into the billionaire investor’s most-valuable holding in a publicly traded company based outside the U.S. The Chinese firm has weathered sharp swings in its share price and transformed itself from a maker of cell-phone batteries into a manufacturer of cars and monorails as China’s transport needs evolved. “BYD has recorded rapid growth over the past decade,” the Shenzhen-based company said in a statement. “Mr. Warren Buffett’s unparalleled personal charm and practical action have provided strong support for BYD’s development.” The gain made by BYD in the past decade is the fourth-largest in dollar terms among the 27 companies in the Bloomberg World Auto Manufacturers Index, behind China’s Geely Automobile Holdings Ltd., Tesla and Maruti Suzuki India Ltd. And BYD isn’t Buffett’s largest windfall from China, where he is revered for his investment skill and has been dubbed the “God of Stocks” by state media. Berkshire made a profit of about $3.5 billion in 2007 from divesting its shares in PetroChina Co., having first disclosed investments in the energy producer of $488 million in 2003. |