[新聞] 巴菲特大買惠普股票

[OnceAFreak (一時癡狂)]

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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→ nodnarb1027 : 哪個法人看不起筆電就是跟股神對做
推 ray860114   : 老巴：我覺得便宜就買了啊 你們跟著高潮
推 lousen0068  : 看到了我很有錢 本多終勝的未來
→ tctv2002    : 搞不好有內褲線 要搞併購阿
推 carters     : 巴:不好意思，老花按錯啦
推 Severine    : HPQ除了股息以外 甚麼都沒有 = =
噓 qwe78971    : 一個失智老人而已 買暴雪還不是靠內線 懂個屁 20
→ qwe78971    : 年前有買台積嗎 被看破手腳
推 homehell    : 訊號來了
→ heavensun   : 老巴會買  看上HP有固定收益吧
→ aegis43210  : 惠普在攻VR吧
推 loveponpon  : 這到底有什麼好買的？
推 cjormp904   : 訊號來了 本多忠勝
推 aq2272353712: 沒fU糗
推 Severine    : 他看到買了以後會一堆人搶阿
噓 HCLP        : 該不會又是內線
推 BIGBIGFISH  : 看到失智老人的言論代表老巴又要大獲全勝了
推 kevinapo    : 巴菲特1930年生
→ kevinapo    : 在座有幾個人有信心91歲做交易
推 a14100a     : 說他失智老人 績效有贏過他嗎？笑死
推 ntsh010280  : 收到 明天開盤買愛普
→ stocktonty  : 不知道又有什麼內線消息了
推 s605171995  : 惠普算矽谷長老了吧
→ s605171995  : 乾脆整間買下來當古董好了
推 xkso        : +16%  好猛
推 RealID2018  : 有內線，快跟上
推 q09701023   : 是他的公司買還是本人買
→ iamsofa     : 一定有內褲線，哪次沒有內褲
推 qk3380888   : 買這個幹嘛= =
→ MacD89      : 我大嘴: Am i a joke to you?
推 EHacker     : 大概是曾孫要買Harry Potter，結果買成HP
→ u8702116    : 內褲線
噓 LimYoHwan   : 郭董認證的內線仔
推 kmshy       : 內褲線仔穩賺
推 cksai       : 什麼巴神 就是個內褲老人
→ paimin      : 以前也買過IBM
推 icelaw      : HPQ 營收主力就NB跟印表機 守成的產品線
→ icelaw      : 不一定是很看好 收益率也不錯 當防禦型類股來看 OK
→ icelaw      : 如果看壞未來景氣 NB跟印表機是目前不退流行的需求
→ thunderman  : 其實是要買hp的印表機買成股票了啦~
推 SuGK        : 少年股神先無腦噓一波來顯示自己才是真投資大師
噓 lynos       : 又有什麼併購內線？
推 Radiomir    : 得內褲得天下...我懂
推 star90237   : 又有包內餡了嗎
推 okderla     : 應該是旗下經理人的決策  畢竟巴老差不多要交棒了
推 hj199210    : 「我孫子要做報告用的，幫我買個惠普」
推 hihi29      : 今天A石繼續跌 好像A石做的NB跟HP做的不一樣
推 Jeff1989    : 本多終勝
推 otaku5566   : 沒有內褲，肯定是他用HP筆電玩暴雪爐石覺得讚就買了
噓 xephon      : 全世界都知道了，一鍵出貨，蒿吐露斯
→ baseken     : 99石頭
推 ohya111326  : 不是要崩盤了 還買股?  老巴老人痴呆?
推 calpis520   : 不如買雙A
推 capssan     : 關於我叫秘書幫忙買台HP筆電結果買了一席董事的那
→ capssan     : 些事
噓 Abare       : 先去了解一下這年紀的大腦狀態
推 DavidBoss   : 微軟又要撒錢了嗎
推 amazingwow  : 老巴：幫我買個hp 員工：那個收購這樣夠嗎
推 wtl         : 我買波克夏還有賺錢
推 alchemist106: 搞不好只是無聊想買點玩具而已
推 jerrylin    : 他是不是買錯了  只是想買台NB
推 nicehsing   : 買錯惹 他想買的是普惠
推 ljh109      : 他可能覺得這個價位買很划算吧，反正拉長時間來看才
→ ljh109      : 知道結果
推 neo5277     : 人家電話線是真的很粗
推 Swave       : 看不懂這局
→ undft082    : 沒事兒 不小心按到 抱歉
推 leoloveivy  : 可能要預約門診打 call hospital結果簡寫吧call hp
推 yesu219     : 石頭PE剩6，惠普PE 10哪有什麼
推 john418     : 推樓上 石頭 欸蛇 DELL LENOVO PE沒一個PE高於10的
推 ptta        : 按錯按鈕吧？
→ ptta        : 還是他只是要買台筆電，秘書搞錯了
推 JKD0504     : 需要一台惠普還是需要惠普要搞清楚
推 avtime      : 他後面是一群團隊吧0.0
→ sdhpipt     : 看上印表機？
→ AirLee      : HP的電腦不好說
推 floatbear227: PE市佔第一、二，石頭能比？
推 loopdiuretic: 韭菜嘲笑老巴 有沒有搞錯
推 h45279802   : 難怪當韭菜 便宜的時候買進這麼難懂
推 jacky920112 : 會暴漲不是因為他買了的關係嗎...
推 kamichu     : 他就是有個重新打造品牌的習慣 以後hp應該又會變流
→ kamichu     : 行了吧
推 cyy90143    : 8424 噴出
推 zaza1128    : 他公司買，還是他自己買？
噓 Expend      : 某樓笑死 老巴20年前買蘋果就好幹嘛滿未來會抱蘋果
→ Expend      : 大腿的台積 嘻嘻
推 stock999    : 他2年前也停損波音
推 riahserf    : 他買了馬上賺10% 不買嗎
推 sophieo     : 笑老巴失智？你誰啊
推 hotfeer     : XD hp不錯
推 OuterLander : 看到鬼