[新聞] 波克夏現金部位 本季可能觸及3000億美元大關
原文標題:
波克夏現金部位 本季可能觸及3000億美元大關
原文連結:
https://udn.com/news/story/6811/8233247
發布時間:
2024-09-17 15:45
記者署名:
經濟日報/ 編譯簡國帆/綜合外電
原文內容:
波克夏本季現金部位可能觸及3,000億美元大關,主因為出售美國銀行(BofA)等持股,
且獲利可能強勁、且庫藏股活動清淡,也可能反映有「股神」稱號的執行長巴菲特對股市
的審慎態度。
波克夏上季現金與約當現金增至2,770億美元,而7月中以來的申報資料顯示,該公司本季
以來已出售約70億美元的美銀股票。
巴隆金融周刊(Barron's)指出,波克夏本季來自營運的稅後獲利(不計股票資產組合的
帳面損益)預料約為100億美元,且庫藏股活動再度減緩,7月頭三周沒有買回任何股票,
但目前波克夏股價高於7月水準,暗示本季末之前的庫藏股活動可能都不多。
若波克夏在大幅減碼美銀以外的其他持股,本季現金部位可能觸及3,000億美元。巴隆周
刊指出,巴菲特在上季大砍蘋果持股近一半至4億股後,可能保持這個持股水準,因為他
先前減碼可口可樂(Coca-Cola)持股時,也砍到約4億股就停手。
波克夏的潛在現金支出之一,為出售蘋果股票後的稅負。波克夏已是全美手握最多現金的
企業,蘋果上季現金與約當現金部位為1,530億美元,Google母公司字母(Alphabet)擁
有1,010億美元。
此外,波克夏的債務水準不到200億美元,約一半為日圓計價債務,實質有助對日本五大
商事的投資進行匯率避險。
心得/評論:
巴菲特 看到了什麼? 再這敏感的時間點
一直賣股 帳上現金暴增
是不是嗅到經濟衰退的前兆了!!
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