夜讀 | “股神”又買對了!
本週,沃倫•巴菲特投資的日本貿易公司在公佈收益和回購後,股價達到創紀錄水平。其中,最大的公司三菱商事株式會社週三飆升6%,創下歷史新高,此前該公司宣佈計劃回購價值22億美元的股票,並公佈了好於預期的截至2024年3月的財年利潤目標。日本住友商事株式會社和伊藤忠商事株式會社週二公佈財報後股價均創下歷史新高。

不斷上漲的股價爲著名價值投資者巴菲特創造了巨大的賬面收益,他自2020年以來一直持有這些公司的股份。他上個月宣佈增持這些股份,這與東京證券交易所的舉措相吻合。今年早些時候,東京證券交易所呼籲股價低於賬面價值的1000多家日本公司努力提高估值,此舉激起了市場的興奮。
隨着對經濟衰退的擔憂日益逼近,與大宗商品密切相關的公司都預計,儘管不過不會像一些人擔心的那麼嚴重,但當前時期的盈利將出現下滑。不過,這些公司的股票也相對便宜,三菱商事株式會社和日本住友商事株式會社的股價仍低於賬面價值。
東海東京證券公司分析師Hideaki Kuribara指出:“貿易公司的收益基本上呈上升趨勢。在過去十年里,貿易公司一直在努力加強非資源部門,以增加和穩定它們的收益,現在這一努力正在取得成果。”
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