Buffett this year already deficit 325.5 billion yuan of RMB, be equivalent to the market prise of electric equipment of power of a division.
Afterwards cuts fleshy aviation hind, buffett cuts fleshy bank again
Trade according to American negotiable securities committee (the file that SEC) announces shows, bai Kexi Er of Buffett with a ha scatters Wei company Yu Benzhou 2, Zhou San offerred value in all the new York of 3000 many dollar Mei Longyin, steep fall in the US stock at the beginning of March before this during, buffett ever added the new York plum that supported 359 million dollar grand bank.
Go from the share price of bank of grand of new York plum situation look, this operation of Buffett is to be bought high low sell, overall be deficit. From Bai Kexi Er breaths out Sa Wei last year hold a storehouse to look, bank of grand of new York plum is his the 11st maintain a warehouse greatly, do not cross this drop inside year 25.7% , buffett is in this at least already loss 1 billion much dollar.
All the time since, bafeitedouyin is a bank have rich and generous profit margin and to its extremely preference, he ever expressed in Feburary, bank have appeal extremely at present, have appeal than other stock, hold from its can see in the storehouse, 10 hold greatly there is carry of American bank, United States to connect respectively in the storehouse, Fu Guoyin travel, Magendatong and United States close numerous bank, aggregate hold occupy 35% what always maintain a warehouse. Nevertheless, bank the escape by sheer luck in failing to steep fall in this US stock, rough statistic shows treasure of data of · of negotiable securities times, buffett is in a bank in the loss exceeds 25 billion dollar.
Last week, buffett cuts fleshy aviation act ever caused market heat to discuss. Because of Baikexierhasa Wei Gong manages for the United States 4 big airline amount to group of beautiful aviation, southwest aviation, United States aviation and associated aerial one of the largest stockholder.
The data that according to Baikexierhasa Wei submits shows, the company holds the aviation that amount to the United States at be being added by Feburary nearly 1 million, average buying price is near 46.4 dollars, last week, bai Kexi Er with a ha scattered Wei Ze to sell empty share of 12.99 million Da Meihang inside interval of 22.96-26.04 dollar value, occupy its hold to amount to beautiful aviation storehouse about 18% , price of empty newest closing quotation is Da Meihang 24.39 dollars; Share of southwest aerial of 2.3 million United States sold inside the price interval of 31.38-33.97 dollar, occupy storehouse of aviation of its hold southwest about 4% , price of newest closing quotation is southwest aviation 36.47 dollars.
American aviation disastrous in this epidemic situation, group of the aviation that amount to the United States, southwest aviation, United States aviation and associated aviation the share price inside year drops respectively 58% , 32% , 56% with 64% , rough statistic shows data treasure, buffett is in aviation on total loss exceeds 5 billion dollar.
American aviation also be the crisis at present heavily, local time Zhou Wu, grade orgnaization benefit praise will amount to beautiful aviation grade from " BBB- " reduce to " BB+ " , mere the change of a level makes its dropped " rubbish class " .
Buffett this year already deficit 325.5 billion yuan
Rough statistic shows data treasure, up to now, since this year, bai Kexi Er of Buffett with a ha scatters Wei company to be in the stock already loss 46.5 billion dollar, conversion becomes a RMB 325.5 billion yuan (be equivalent to A division power electric equipment or the market prise of 10 thousand division A) , 19% what occupy its stock to maintain a warehouse.
Specific look, wei company holds Baikexierhasa carry of travel, apple company, United States connects bank of the United States in the storehouse, Fu Guoyin, the United States adds up to numerous bank, Da Meihang, in its on company of the biggest apple that maintain a warehouse, deficit 60 much dollars. Bai Kexi Er with a ha scatters Wei company to be in Moody company, Yamaxun, good city only the inadequacy such as made of baked clay pharmacy of gene of much, biology, ladder on 10 companies.
From Baikexierhasa Wei company maintains a warehouse in light of share price expression, yamaxun's share price goes up the biggest, the accumulative total inside year rises 10.55% , oil of the American aviation, aviation that amount to the United States, west and performance of associated aerial share price are the poorest, the accumulative total inside year drops exceed 50% .
In recent years, buffett was mixed 2001 only had produced loss 2008, produced 9 · respectively at that time 11 incident and financial crisis, what caused the stock market thereby is big drop.
Can you become Buffett the 3rd year of deficit this year? Buffett is decisive and determined from aviation with the bank tone storehouse, it is in advance admit defeat or move in tone, still remain time test and verify.
Hoard for speculation of Ba Fei spy is much cash
This US stock is epic of class in steeping fall, although Buffett fails from which escape by sheer luck, but actually, of this US stock such as his dropped to had waited very long, just the US stock drops of big, speed fast the anticipation that exceeded him stopped.
One of target that Buffett chooses a stock to invest mark see company cash flow namely abundant. While Buffett is awaiting an US stock to drop, also lay in in additional ready money all the time.
In September 2019, wei company drafts Baikexierhasa to issue the bond with yen valuation first, issue the forehead to restrain 4 billion dollar, to be not Japanese native land publisher at that time financing of the biggest brushstroke, this also is financing of first yen bond.
Japan implements the monetary policy of negative interest rate, two years period with 5 years period the interest rate of governmental bond is negative, 10 years period the interest rate of Japan debt is 0% . Because this is in Japan to issue bond to want to compare the United States and even most country,distribute bond be to one's profit much, this also is Buffett is below the setting with abundant ready money, ground of occur for the first time runs one of reasons that Japan sends debt.
Buffett ever sent shareholder 2020 express in the letter, up to 2019 year end, bai Kexi Er with a ha scatters Wei hold value the cash of nearly 130 billion dollar (contain short-term bond) reserve, so many cash is laid in, because Ba Fei feels the share price of good company is too expensive especially,be. In the US stock in the bovine city last year, outstanding achievement of inevitable meeting be a burden on behaves so many cash, one of long-term shareholder that Bai Kexi Er breaths out Sa Wei ever stated Buffett missed this brilliant ox city to check inventory entirely the stock of this company.
Buffett still is in this year through issueing bond for many times financing. 10 years when Bai Kexi Er breathed out Sa Wei to issued 500 million dollar in March period bond, was April 9 the closest, bai Kexi Er breaths out Sa Wei to issue the yen valuation bond of 1.8 billion dollar of total value amount to again. This shows Buffett thinks to have as far as possible it is how important that much ammunition invests an opportunity tremendously with using.
Enough cash ammunition is Buffett sends the weapon that get the better of, this the crisis can give Bafeitedi to offer the opportunity that buys property with lower price instead, can make full use of cash, let its invest mythological continuance to go down.
Gigantic deficient 2.6 trillion! Global fortune shuffles greatly: The most miserable head rich, drop fortunately everyday 3 billion!
And global fortune shuffles greatly under, the most miserable be not Buffett, however the whole world is the greatest luxury group, palm door person of Luyiweideng: Bernard Anuote. Study according to Hu Run the report shows, 2 short inside the month, bernard Anuote's wealth evaporates exceed 200 billion yuan, drop go 28% , be equivalent to everyday the loss exceeds 3 billion yuan.
Inn of the door below the line closes, factory stop production, large area cuts down the member of persons employed, consumption is atrophic... in global epidemic situation the influence falls, luxury industry will is faced with history one it is the most difficult to go up year, already became a fact that does not dispute it seems that.
Bostonian advisory group (BCG) release a report to forecast, global luxury sale will drop compared to the same period 2020 100 billion dollar (add up to 700 billion RMB about) , 2020 first half of the year will be 6 months with the worst throughout history.
And LV is had below the banner, enlighten abstruse, fragrance enlighten, the whole world of the brand such as Xuan Ni poem, brandy is the greatest luxury group LVMH criterion be the first to be affected. Show according to Wind data, the share price of LVMH group by in January 2020 the 439.05 euro of the middle ten days of a month / , drop to 278.7 euro for a time / , the biggest drop exceed 36.5% , total market prise evaporates for a time exceed 80.8 billion euro (add up to a RMB to amount to 620.3 billion yuan about) .
Global luxury sales volume has many miserable, can feel just a little from the retail data of Chinese Hong Kong. The newest retail trade that announces according to harbor government office sells data to show, portion luxury sale dropped greatly in Feburary 2020 even more 58% , achieve since having a record, the biggest only month tumbles.
And erupt in the round in global epidemic situation March, luxury sales volume leads more miserable sacrificing oneself for a just cause probably.
Bernard Anuote ever expressed, "I cannot answer the epidemic situation influence to outstanding achievement, if epidemic situation gets controlling inside 3 two months, the question is not big, but if the thing lasts longer, that is other one thing. That is other one thing..
Of luxury industry gloomy anticipate, also let Bernard Anuote desertion the position with global rich head. Study according to Hu Run the report shows, father Jeff · of Yamaxun Beisuosi recaptures the position with global rich head afresh with 930 billion yuan fortune.
Be worth what carry is, under epidemic situation, go against in the US stock situation the Woerma that goes strong (WMT) make Wo Erdu of · of Jim of Wo Erdu of Alice · of firstborn daughter of Wo Erma father, Woerma's president parts with 410 billion yuan, .
Ma Huateng, ascend first as China head rich
In epidemic situation concussion falls, before 10 millionaire of China appeared to change. Study according to Hu Run the report shows, ma Huateng becomes Chinese head first rich, fortune achieves 290 billion yuan, stand side by side with Ma Yun head rich.
Under epidemic situation, medical board piece make the market most strong board piece one of, sit medicine of the luck that embrace constant (96.21, - 0.58, - 0.60%) (600276) , writing dark pharmacy (03692.HK) appear on the market twice home of body of the Sun Piao raise of the company, Zhong Huijuan's couple breaks through 202 billion yuan, ascend as China the 3rd millionaire.
And photograph comparing is abroad head rich people, 100 strong entrepreneur of Chinese people fortune is relatively strong. Study according to Hu Run the report shows, 2020 2-3 month, the whole world had the fortune of 9 100 strong entrepreneur to appear to go against force growth, come from China entirely:
Among them, money growth range is the biggest is the medical treatment that stride luck (261.41, - 10.08, - boat of 3.71%) father Xu, fortune grows 26% to reach 95 billion yuan, whole world of main profit from reachs the demand increase sharply of medical treatment equipment to lung ventilator, order of lung ventilator of the iatrical that stride luck already was discharged full 2020 first half of the year. Meanwhile, innovation of Yi Die of share price of the iatrical that stride luck is tall, 2020 up to now, go up exceed 45% , total market prise exceeds 320 billion yuan.
Additional, below super hog cycle of China, in 9 plute that fortune of nearly 2 months goes against force growth, appeared 2 large family that raise a pig: New hope (32.75, 0.13, 0.40%) (000876) Liu Yong is good primary share of familial, herd (123.9, - 0.4, - 0.32%) (002714) Qin Yinglin, Qian Ying's couple, body home goes up greatly respectively 20% , 16% .
Hu Run expresses in the report, china is opposite win the home, chinese stock market can resist more than the United States and European stock market the influence of virus.
In 100 strong entrepreneur, the difference of the United States and China also is narrowing gradually, narrow from 13 people to 5 people. Current, 100 strong Sino-US countries have 34 people, china has 29 people. And before 2 months, the United States has 36 people, china has 23 people only.
But inevitable is, under epidemic situation, china also appeared the plute of shrink of a batch of fortune.
Study according to Hu Run the report points out, ning Deshi of manufacturer of electric car batteries is acting (118.46, - 1.75, - 1.46%) (300750) Ceng Yuqun, money fell 24% reach 74 billion yuan; Of Baidu plum money of Yan Hong, Ma Dongmin's couple fell 22% reach 59 billion yuan; The Ding Shizhong money that how steps fell 20% reach 29.5 billion yuan...
Origin: Data treasure, panoramic net
