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盤前再漲8%,巴菲特大量持有的西方石油公司是何方神聖?
uSMART盈立智投 03-07 17:46

西方石油公司(Occidental Petroleum)股價一週來飆漲42%,創2020年6月來最大周線漲幅紀錄,反映俄烏戰爭觸動油價暴漲,以及「股神」巴菲特加碼投資。

西方石油股價4日飆升17.6%,收在每股56.15美元,年初迄今股價幾乎倍增。西方石油股價上回漲到這麼高是在2019年5月,當時該公司向巴菲特的伯克希爾公司借錢,在競價戰中擊敗雪佛龍,得以550億美元(含承接債務)併購阿納達科石油公司(Anadarko)。

西方石油公司(Occidental Petroleum)於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。

今年來,西方石油公司股價扶搖直上,在標普500能源指數成分股中表現最強,而能源類股表現又在標普500指數中稱冠,伯克希爾自年初以來大力敲進該股,是該股漲勢凌厲的一大支撐力量。另一助因是西方石油2月24日宣佈大幅提高配息,從每股0.04美元提高到0.13美元。

根據4日揭露的申報文件,伯克希爾自去年底以來加碼買進西方石油將近3,000萬股,使持股總數增加到1億1,370萬股,包含股票和權證在內。伯克希爾持有西方石油大約11.2%的普通股,這筆投資現在價值約64億美元。

巴菲特在2019年投資100億美元,協助西方石油併購安達科。伯克希爾持有的大多數股權——超過8,300萬股——是當初敲定協議時取得的認股權證,綁八年纔到期,行使價(履約價)爲59.62美元,如今已接近這個價位,但在2020年曾跌破10美元。

文章參考來源:世界新聞網

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