Warren Buffett txiav ceg txheem ntseeg nyob rau hauv Tuam Tshoj tus BYD, Spurring Bets Ntau yuav tuaj

(Bloomberg) - Warren Buffett's Berkshire Hathaway Inc. tau txiav nws cov ceg txheem ntseeg hauv BYD Co., tsuas yog ib hlis tom qab kev kwv yees tus neeg ua lag luam legendary Asmeskas tau npaj los tso nws txoj hauj lwm tag nrho hauv Suav cov tuam txhab tsheb xa nws cov khoom lag luam poob.

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Berkshire txiav nws txoj kev tuav pov hwm hauv BYD's Hong Kong cov npe sib koom rau 19.92% los ntawm 20.04% thaum Lub Yim Hli 24, raws li kev sib pauv ntaub ntawv hnub Tuesday. Qhov ntawd sib npaug rau ib puag ncig 1.33 lab kev nyab xeeb ntawm qhov nruab nrab HK $ 277.10 ($ 35.30) ib thooj, muaj nqis txog $ 47 lab.

Kev xav txog Buffett cov phiaj xwm tau hloov pauv txij li 20.49% ceg txheem ntseeg - zoo ib yam li qhov loj ntawm Berkshire qhov kawg tshaj tawm BYD txoj haujlwm hauv Hong Kong txij lub Kaum Ob Hlis - nkag mus rau Central Clearing thiab Settlement System lub hli tas los. Qhov kev txav no ua rau qhov poob qis tshaj plaws hauv BYD Tshuag hauv ze li ob xyoos.

Tus cev lus BYD tsis tuaj yeem tawm tswv yim tam sim rau hnub Tuesday, thaum cov neeg sawv cev rau Berkshire txog hnub tsis tau hais tawm. Cov shares kaw qis me ntsis thaum kawg ntawm Hong Kong trading.

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Qhov no yog "feem ntau yuav tau txais txiaj ntsig," said Kerry Goh, tus thawj coj peev ntawm Kamet Capital Partners Pte. hauv Singapore. "BYD tau ua tau zoo heev rau lawv tshwj xeeb hauv peb lub xyoos dhau los. Nws tsis yog lawv cov qauv muag tsuas yog vim ib tus neeg hais tias Tuam Tshoj tsis muaj nqis peev. "

Nug yog tias Buffett tuaj yeem npaj muag ntau dua ntawm nws cov BYD tuav, Goh hais tias nws nyuaj rau qhov thib ob kwv yees titan ntawm kev nqis peev.

Thaum Buffett muag cov khoom lag luam hauv lwm qhov ntawm nws qhov kev nqis peev hauv Suav, PetroChina Co., nws tau ua nws hauv theem. Kev muag khoom xyoo 2007 tau ua los ntawm tsawg kawg yog xya qhov kev hloov pauv hauv lub sijhawm kwv yees li peb lub hlis.

Franklin Tang, tus kws tshuaj ntsuam ntawm Excel Investment Hong Kong Ltd tau hais tias "Qhov no tuaj yeem cuam tshuam kev ntseeg ruaj khov hauv BYD shares rau ntau lub tuam txhab ua lag luam," said Franklin Tang.

"Txawm hais tias muaj cov uas tuav qhov kev pom zoo raws li cov hauv paus ntsiab lus, nrog rau cov nqi ntawm cov khoom lag luam tau nyob rau hauv ib qho yob nws yuav tsum muaj ntau tus neeg kwv yees ib yam," Tang tau hais. "Qhov no yuav ua rau yav tom ntej tsis txaus ntseeg vim tias lawv qhov kev txiav txim siab feem ntau ua raws li kev ntseeg siab ntawm kev txiav txim ntawm Buffett."

BYD yog ib qho ntawm Tuam Tshoj txoj kev saib xyuas tsheb ntau tshaj plaws. Hnub Monday nws tau tshaj tawm cov nyiaj tau los rau lub hlis txog rau lub Rau Hli nyob rau qhov kawg ntawm kev taw qhia raws li cov ntaub ntawv tsim tawm thiab kev muag khoom tiv thaiv nws los ntawm Covid-kev cuam tshuam txog kev tsim khoom cuam tshuam thiab kev mob ntawm cov saw hlau. BYD tuaj yeem xa 1.5 lab mus rau 2 lab lub tsheb xyoo no raws li lub peev xwm nthuav dav kom tau raws li kev xaj rov qab, raws li Bloomberg Intelligence kws tshuaj ntsuam Steve Man thiab Joanna Chen.

Shenzhen-based automaker tseem tab tom nthuav tawm txawv teb chaws, tshaj tawm kev muag khoom hauv xya lub khw tshiab hauv lub hlis tsis ntev los no suav nrog Nyiv, Thaib thiab Lub Tebchaws Yelemees.

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Tus thawj coj rau BYD txoj kev vam meej yog nws txoj kev sib koom ua ke ntsug, uas tsis yog tsuas yog tsim tsheb xwb tab sis tsim cov khoom siv hluav taws xob thiab cov roj teeb. Tam sim no nws yog lub ntiaj teb thib peb tus tsim cov roj teeb loj tshaj plaws rau EVs, nrog 14% ntawm lub ntiaj teb kev ua lag luam, tom qab Suav cov neeg sib tw Contemporary Amperex Technology Co. Ltd. thiab South Kauslim LG Energy Solution Ltd.

Thiab Buffett, tus neeg txhawb nqa ntev ntev ntawm BYD, yeej tau caij nthwv dej. Shares hauv BYD tau nce 31% xyoo tas los thiab nce 423% hauv 2020.

Buffett txoj kev nqis peev hauv lub tuam txhab tsheb yog tsim nyog rau sab qaum teb ntawm $ 8 nphom los ntawm ib ncig ntawm $ 230 lab thaum nws thawj zaug nqis peev hauv lub tuam txhab xyoo 2008. Tus 92-xyoo-laus, tus thawj tswj hwm thiab tus tswv lag luam loj tshaj plaws ntawm Berkshire, muaj nuj nqis txog $ 100.2 billion, raws li rau Bloomberg Billionaires Index.

BYD txoj haujlwm uas sib npaug ntawm qhov loj ntawm Berkshire's tau tshwm sim hauv Hong Kong lub khw muag khoom lag luam tshem tawm raws li Citibank tus account. Txij thaum ntawd los, Citibank kev tuav pov hwm hauv BYD's Hong Kong-daim ntawv teev npe tau nqis los ntawm ib ncig ntawm 9 lab shares, Hong Kong pauv cov ntaub ntawv qhia.

Hong Kong cov kev cai hais tias tus tswv lag luam uas muaj ntau dua 5% ntawm lub tuam txhab teev npe yuav tsum ceeb toom rau cov khoom lag luam hauv peb hnub ua lag luam ntawm kev pib ua lag luam yog tias kev lag luam hloov pauv feem pua ​​​​ntawm cov ceg txheem ntseeg mus rau tag nrho cov lej tom ntej.

(Kev hloov tshiab nrog cov ntsiab lus ntxiv hauv kab lus kawg.)

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