意在新能源？巴菲特投资比亚迪浮赢8.6亿港元

"Wet snow" and "long enough slope." Buffett, in his latest biography of the "snowball" skillfully describes his stock ideas.

     Buffett from the oil in a get out, a lot of people thought he had given up the Chinese economy this "long enough slope," but "God Unit," but most of the financial turmoil in panic when flash in the pan again. September 27, the subsidiary of Buffett's MidAmerican (Sino-US energy holding company) that the average price per share of 8 to the price of the Hong Kong dollar, to spend 1.8 billion Hong Kong dollar (Total 232,000,000 U.S. dollars) to buy BYD (01,211. HK) 9.9% of the shares.

     Since the "stock god" shares after the announcement, BYD 1:00 into the market of hot pursuit. In the Sept. 29 BYD up in a row after the announcement, the stock rose 41.67 percent on the same day, three days a total increase of nearly double the Mogao once more by the end of October to 18.06 Hong Kong dollar. BYD to Friday's closing price of 11.82 HK dollars, Buffett's purchase of 225 million shares had been BYD book profits of up to 860,000,000 Hong Kong dollar.

     Buffett's stake in BYD, JP Morgan Chase was released to the report, Buffett BYD shares of its prospects for a vote of confidence, and that of BYD's mobile phone accessories and electronic assembly manufacturing (EMS) business growth Optimistic about the prospects (including e-BYD).

     BYD Bank of China will start as strong ratings in the market, the Hong Kong dollar target price of 16. Bank of China believes that BYD's battery business should have a high valuation, pure electric vehicles will no doubt alternative in the traditional sense of automotive battery business to become a new profit growth point.

     BYD Why?

     Sino-US energy holding company Chairman David Sokol said in a statement also pointed out: "When the whole World is concerned about the environment and climate change, carried out by BYD's R & D work is a Chaoyang industry representatives."

     Shanghai Zhibo strategy, managing director of Asset Management Ltd., Buffett association for the study of Zhou Yin, chairman of the view that China and the United States energy shares 232,000,000 U.S. dollars of the funds will be used for the stock car business BYD secondary rechargeable batteries, electric vehicles and other Environmental protection measures, shows that Buffett is the value of BYD's new energy business, and the environmental protection industry is currently Chaoyang industry, Buffett has always been in line with the "investment ahead of the" train of thought.

     On the other hand, BYD in the past year, more than half of the decline in stock prices, shares of Sino-US energy, BYD-earnings ratio of about 10 times, 1.5 times the Shijing Shuai, and the last 5 years, the shareholders of BYD Rights and interests, net profit and sales growth are stable, secure higher margins, which Buffett is one of the factors to consider.

     Bo, an analyst of the Institute of Public Shi Xiong said China and the United States energy Buffett intention to use this platform for Energy Holdings, based in the traditional business to new energy business for profit growth to the expansion of his energy empire.

     "God Unit" effect has also attracted many investors to follow. Among them, the World's largest insurance company Allianz ─ ─ insurance (Allianz SE) in October on the 5th to buy shares of BYD. And Fidelity International (FIL Limited) are also on November 6, the average price per share to 1.698 U.S. dollars (about 13.16 billion), the holdings of 60.05 million shares of BYD. Fidelity parent FMR LLC, also in October on three occasions to disclose holdings of shares of BYD, holding to 4.56 percent from 7.01 percent.

     However, do not buy "shares of God" are also accounts of many people. Stock Exchange data showed that stocks in the altar in a "golden" reputation of the Value Fund (Value Partners Limited) on November 14, the average price per share to 13.036 Hong Kong dollar holdings of 64.6 million shares of BYD , The Hong Kong dollar cash 8,421,000. Value Partners Master Xie is also the sea on November 17 to 12.831 per share, the average price of 42.25 Hong Kong dollar holdings of shares. Janus Capital is taking advantage of soaring stock prices in October BYD, a reduction of 2533.3 million shares of BYD.

     BYD this can snowball snowball, the time has yet to be proved. (HUANG Ting)