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Ivan6096
2022-02-05

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Buffett reappears "divine operation"! Five Japanese trading companies bought during the pandemic made big profits

摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回

Buffett reappears "divine operation"! Five Japanese trading companies bought during the pandemic made big profits

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Five Japanese trading companies bought during the pandemic made big profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one among the world's top ten richest people whose net worth has increased year-to-date. The five largest trading companies in Japan that bet on during the epidemic achieved excess returns when commodity prices soared. Buffett also Betting on these companies to indirectly go long on commodities to obtain considerable investment returns. The \"stock god\" is the \"stock god\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway announced that it would inject a total of US $6 billion into Japan's five largest trading companies, which shocked the Japanese market. At that time, these companies were still solving the problem of declining profits caused by the reduced demand for fuel and raw materials due to the epidemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in these five companies increased by about $2 billion, a return of more than 30%, and this return has not yet been included in Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, caused commodity prices such as energy, metals and crops to surge, and these Japanese companies in which Buffett owns have been the biggest winners in the commodity boom.</p><p>This also means that Buffett is indirectly long on commodities by holding these companies.</p><p>An earlier article on Wall Street mentioned that Morgan Stanley believes that \"commodities will continue to outperform stocks this year.\" The five major factors of inflation protection, energy transition, geopolitical risks, reopening and underinvestment will continue to support commodity prices.</p><p>Not only Morgan Stanley is bullish on commodities, Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, also said that as the economy expands and prices rise, commodities are the most underutilized tool to hedge against inflation.</p><p>The five companies invested by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., Ltd. and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, all with dizzying businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly boosted its revenue outlook.</p><p>For example, Marubeni Corp. shares surged to an all-time high on Thursday after the company raised its full-year forecast and announced a repurchase plan. Others such as Mitsubishi, Itochu and Mitsui also raised their forecasts.</p><p>Although Masumi Kakinoki, CEO of Marubeni, \"modestly\" said that \"the increase is outrageous, and we are evaluating it calmly. The outlook may be uncertain, and other companies do not want to rely too much on commodities.\" But it is undeniable that these companies are Japan's overseas energy and metal assets. The largest investors benefit from the current market and the fact that they also profit from regional price arbitrage.</p><p>According to Bloomberg News, Buffett, 91, is the only person among the top ten richest people in the world whose net worth has increased year-to-date. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway company, its cumulative increase of 4.45% since the beginning of this year has surpassed technology companies and the S&P 500 in the same period.</p><p>An earlier article on Wall Street News also mentioned that in the context of the Federal Reserve's tightening of monetary policy, U.S. value stocks will outperform growth stocks in 2022. Buffett and Berkshire, who have always been known as the \"bull and bear vane\", may It will gain profits in the current market, and its long-term investment concept has once again paid off. Berkshire Hathaway's market value has surpassed Meta, and it is also expected to hit the next trillion-dollar company.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett reappears \"divine operation\"! 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Five Japanese trading companies bought during the pandemic made big profits\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-05 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one among the world's top ten richest people whose net worth has increased year-to-date. The five largest trading companies in Japan that bet on during the epidemic achieved excess returns when commodity prices soared. Buffett also Betting on these companies to indirectly go long on commodities to obtain considerable investment returns. The \"stock god\" is the \"stock god\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway announced that it would inject a total of US $6 billion into Japan's five largest trading companies, which shocked the Japanese market. At that time, these companies were still solving the problem of declining profits caused by the reduced demand for fuel and raw materials due to the epidemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in these five companies increased by about $2 billion, a return of more than 30%, and this return has not yet been included in Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, caused commodity prices such as energy, metals and crops to surge, and these Japanese companies in which Buffett owns have been the biggest winners in the commodity boom.</p><p>This also means that Buffett is indirectly long on commodities by holding these companies.</p><p>An earlier article on Wall Street mentioned that Morgan Stanley believes that \"commodities will continue to outperform stocks this year.\" The five major factors of inflation protection, energy transition, geopolitical risks, reopening and underinvestment will continue to support commodity prices.</p><p>Not only Morgan Stanley is bullish on commodities, Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, also said that as the economy expands and prices rise, commodities are the most underutilized tool to hedge against inflation.</p><p>The five companies invested by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., Ltd. and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, all with dizzying businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly boosted its revenue outlook.</p><p>For example, Marubeni Corp. shares surged to an all-time high on Thursday after the company raised its full-year forecast and announced a repurchase plan. Others such as Mitsubishi, Itochu and Mitsui also raised their forecasts.</p><p>Although Masumi Kakinoki, CEO of Marubeni, \"modestly\" said that \"the increase is outrageous, and we are evaluating it calmly. The outlook may be uncertain, and other companies do not want to rely too much on commodities.\" But it is undeniable that these companies are Japan's overseas energy and metal assets. The largest investors benefit from the current market and the fact that they also profit from regional price arbitrage.</p><p>According to Bloomberg News, Buffett, 91, is the only person among the top ten richest people in the world whose net worth has increased year-to-date. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway company, its cumulative increase of 4.45% since the beginning of this year has surpassed technology companies and the S&P 500 in the same period.</p><p>An earlier article on Wall Street News also mentioned that in the context of the Federal Reserve's tightening of monetary policy, U.S. value stocks will outperform growth stocks in 2022. Buffett and Berkshire, who have always been known as the \"bull and bear vane\", may It will gain profits in the current market, and its long-term investment concept has once again paid off. Berkshire Hathaway's market value has surpassed Meta, and it is also expected to hit the next trillion-dollar company.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651193\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着，巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。","news_type":1,"symbols_score_info":{"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2468,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}