[新聞] 巴菲特大買惠普股票
https://yhoo.it/3NRv3ex
曾經的矽谷龍頭、誕生蘋果的搖籃處
剝離出許多大公司像HPE, DXC
近幾年股票不怎長進
市場也給很低的不到PE 10的估值
對於一個系統品牌廠來講很難想像
這次波克夏入資股票價值42億鎂
老實說對老巴只是零頭，換算波克夏持有約公司1%股權
入股消息一出盤前立馬引起大漲近10%
巴神又看到了什麼？
(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. has found another way t
o put even more of its money to work, purchasing a stake in HP Inc. valued at mo
re than $4.2 billion.
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The disclosure that the billionaire investor’s company holds about 121 million
shares in the computer company sent HP’s stock surging, with shares climbing 15
% to $40.08 at 9:37 a.m. in New York. Berkshire bought some of the stock earlier
this week in multiple transactions, according to a regulatory filing late Wedne
sday.
“Berkshire Hathaway is one of the world’s most respected investors and we welc
ome them as an investor in HP,” an HP spokesperson said.
Berkshire’s HP bet is just the latest way the billionaire investor’s firm has
found a way to deploy some of its near-record cash pile, after years of being st
ifled by high valuations and a competitive dealmaking landscape. In recent month
s, Berkshire has expanded its $350 billion equity portfolio, helped in part by v
olatility that dragged the S&P 500 Index down almost 6% this year through Wednes
day’s close.
In March, Buffett’s company disclosed that it had been buying up shares in Occi
dental Petroleum Corp., building a stake that now ranks among Berkshire’s 10 la
rgest common-stock bets.
What Bloomberg Intelligence Says:
“Berkshire Hathaway’s $4.2 billion investment in HP Inc. reinforces the comput
er maker’s long-term capital-returns value proposition. HP Inc. has become a ca
pital-returns story, given its low-single-digit growth profile.”
-- Woo Jin Ho, BI senior industry analyst
Click here to read the research.
Berkshire has also found more luck on the acquisition front, announcing in March
a $11.6 billion deal to purchase insurer Alleghany Corp. in the conglomerate’s
largest deal since its 2016 acquisition of Precision Castparts Corp. Still, the
purchase price represents just 7.9% of Berkshire’s cash pile of $146.7 billion
at the end of 2021.
Helped by strong performances from businesses such as the BNSF railroad and Berk
shire’s sprawling energy empire, Buffett’s conglomerate has been pulling in mo
re cash that he can quickly deploy into higher-returning assets, a skill that ha
d drawn the investor acclaim for years. A shortage of appealing investment oppor
tunities has led the billionaire to increasingly turn to share buybacks, with re
purchases totaling a record $27.1 billion last year.
Now, some stock valuations have become even more attractive. HP stock rallied la
st year, gaining 53% in 2021, but had fallen 7.3% this year through Wednesday’s
close. Berkshire, which had historically shied away from some technology invest
ments, has leaned further into that sector in recent years and built up a stake
in Apple Inc. that was valued at more than $161 billion at the end of 2021.
HP, a maker of printers and computers, surged as high as $40.85 in premarket tra
ding in New York Thursday morning.
As one of the older, more traditional tech stocks, HP could benefit from a shift
into so-called value tech shares, with the prospect for rising interest rates b
lunting gains for more highly valued Big Tech stocks.
HP has also benefited from sustained increased demand for PCs, a market that HP
now expects to be worth as much as $560 billion by 2024, amid a shift to hybrid
work. It’s also seeing continued success in segments such as gaming and 3D prin
ting. Last month, HP agreed to buy Plantronics Inc., also known as Poly, which s
ells phone headsets and audio and video accessories, in a $3.3 billion deal to h
elp it capitalize on the remote-work culture.
Berkshire didn’t immediately respond to a request for comment sent outside regu
lar business hours about whether the purchase was made by Buffett himself or one
of his two investing deputies.
----
Sent from BePTT on my iPhone 13
--
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