[巴菲特班] 波克夏加碼特易購(TSCO)到 5.1%

網誌： 巴菲特班 洪瑞泰 (Michael On)
文章： 波克夏加碼特易購(TSCO)到 5.1%
連結： http://mikeon88.blogspot.com/2012/01/51.html

--

「Tesco PLC, together with its subsidiaries, operates as a grocery retailer. It operates stores that primarily offer food products, as well as general merchandise, clothing products, and electrical products. The company also provides telecom, retail banking, financial, and insurance services. In addition, it engages in data analysis, distribution, and property operations. Tesco PLC also sells its products through online and catalog. The company operates in the United Kingdom, China, the Czech Republic, Hungary, the Republic of Ireland, India, Japan, Malaysia, Poland, Slovakia, South Korea, Thailand, Turkey, and the United States. It operates approximately 5,000 stores. The company was formerly known as Tesco Stores (Holdings) Limited and changed its name to Tesco PLC in 1983. Tesco PLC was founded in 1919 and is based in Cheshunt, the United Kingdom.」...finance.yahoo.com

伯克希爾哈撒韋增持樂購股份至5.08%

鉅亨網新聞中心　(來源：財匯資訊)　2012-01-20 09:46:02　
騰訊財經訊北京時間1月19日晚間消息，世界第三大超市連鎖巨頭英國樂購公司（Tesco PLC）周四在提交倫敦證交所的一份監管文件中表示，股神巴菲特的投資集團伯克希爾哈撒韋公司（Berkshire Hathaway）已經在1月13日增持了樂購公司的股份，持股比例從3.21%提高到了5.08%。在伯克希爾哈撒韋增持樂購股份的前一天，樂購公司的股價受一次盈利預警的影響，大幅下跌了16%。樂購是規模僅次於家樂福和沃爾瑪公司的連鎖超市運營商。

巴菲特以價值投資和長期持股聞名，此次增持樂購的股份可看做是對樂購公司戰略的一次信心投票。樂購公司此前決定通過放棄明年的盈利增長來投資其英國業務，此舉旨在扭轉英國業務銷售額和市場份額下跌的趨勢。

這一股票增持行動意味著伯克希爾哈撒韋已經成為樂購的第二大股東，伯克希爾的持股比例將僅低於貝萊德公司（BlackRock）的5.5%。

樂購公司在1月12日發布盈利預期稱，該公司預期其2013財年的運營利潤增長將極其微小，遠低於市場預期的10%水平。受此影響，該公司股價在當天從每股385便士大幅下跌至每股323便士。（憶松）