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股神巴菲特逢低增持 跻身乐购第二大股东  

2012-01-24 13:53:07|  分类: 默认分类 |  标签: |举报 |字号 订阅

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[世华财讯]据乐购19日提交的报表显示,截至1月13日,伯克伯克希尔.哈撒维公司持有的乐购股份由3.21%,增至5.08%,跻身为其第二大股东。
据道琼斯通讯社1月19日报道,在因发布盈利预警而跳水16%一天后,股神沃伦.巴菲特(Warren Buffet)旗下投资集团伯克希尔.哈撒维公司(Berkshire Hathaway Inc.)增持了其对英国超市巨头乐购(Tesco PLC)的持股。
乐购是全球第三大超市连锁公司,位居家乐福(Carrefour SA)和沃尔玛(Wal-Mart Stores Inc.)之后。乐购在19日提交给伦敦股票交易所的报表中称,截至1月13日,伯克希尔.哈撒维持有的乐购股份由3.21%增至5.08%。
巴菲特以精于长期投资而闻名于世,此举将被视为对乐购的策略投信任票,此前该公司决定放弃2013年的盈利增长来换取其在英国的业务投资,以此扭转那里销售业绩和市场份额下滑的趋势。
此次增持令伯克希尔.哈撒维成为乐购的第二大股东,仅次于持有5.5%股份的黑石集团(Blackrock)。
乐购在1月12日表示,其预计2013年的盈利增长或降至最低,远低于市场预计增长10%的水平,因其投资数百万英镑以扭转英国业务局面。受为反应,乐购股价由385便士跌至323便士。
格林尼治时间14:43,乐购股价上涨4便士,涨幅1.3%,报于325便士。
(刘福志 实习编译)
Warren Buffett ups his stake in Tesco

http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/9024976/Warren-Buffett-ups-his-stake-in-Tesco.html


Tesco has been given a much-needed boost by Warren Buffett after arguably the world's most successful investor bought ?480m of shares in the supermarket chain.
股神巴菲特逢低增持 跻身乐购第二大股东 - 投资家 - 投资家
Warren Buffett has owned Tesco shares since at least 2007 Photo: REUTERS
股神巴菲特逢低增持 跻身乐购第二大股东 - 投资家 - 投资家

By Harry Wallop, Retail editor


10:10PM GMT 19 Jan 2012


股神巴菲特逢低增持 跻身乐购第二大股东 - 投资家 - 投资家Comments


Tesco was last week forced to issue its first profit warning in over 20 years, a move which wiped more than ?5bn off its share price and sent shudders through the retail industry.


At the end of last year Mr Buffett, known as the "sage of Omaha", said he would buy more Tesco shares if the price fell.


He has been as good as his word and following the slump in Tesco's share price last week, he increased his stake from 3.21pc to 5.08pc, the company said.


He would have spent roughly ?480m on his purchase.


Tesco suffered not just from a poor Christmas, with falling UK sales, but admitted it needed to spend "hundreds of millions" of pounds on improving its British supermarkets, the quality of its products and the customer service.


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The admission from Tesco came as its chief executive Phil Clarke said the company would scale back opening large out-of-town supermarkets, a strategy that has helped turn Tesco into Britain's biggest retailer.

Mr Buffett's vote of confidence, however, helped to move the share price upwards. This was despite his purchase being declared as Goldman Sachs said it was reducing its exposure to the UK supermarket sector because the outlook had "significantly worsened".

Analysts at the US bank said Tesco's operating profit margins would fall from 5.9pc to 5.1pc and warned that supermarkets needed to drastically cut back on the number of new stores they had planned to open, in order to preserve profit growth. The alternative was an all-out price war.

Goldman downgraded Tesco from Buy to Neutral.

Mr Buffett, who has held Tesco shares since 2006, said in November he wanted to increase his stake from above the then level of 3.6pc.

Back in September he bought another 34m shares in Tesco when the share price was 371p, taking his stake from 3.2pc to 3.6pc, but it would appear – considering Tesco said his level had been 3.21pc – that he went on to trim his stake in recent months.

Asked in November whether he saw attractive valuations for a long-term investor in Europe, Mr Buffett said: "Not in the debt space but certainly in the equity space." He singled out Tesco as his top pick. "If the price came down some on Tesco I'd buy some more of that."

Mr Buffett appeared to buy his shares on the day of the profit warning, when the shares crashed from 386p to 323p.

Tesco's shares moved up 6 to 327p. At this price Mr Buffett, through his Berkshire Hathaway investment company, owns a ?1.33bn stake in the supermarket.


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