巴菲特亏损约30%出局！清仓“印度版支付宝”Paytm_老虎社区_美港股上老虎

巴菲特亏损约30%出局！清仓“印度版支付宝”Paytm

华尔街见闻2023-11-25

股神巴菲特24日清仓印度最大数字支付公司Paytm的所有投资，通过一笔大宗交易卖出对该公司近2.5%的持股，损失接近60亿卢比（约合7200万美元），亏损率约30%。交易完成后，Paytm母公司One 97 Communications Ltd.印度股市盘中大跌5%，收盘跌幅收窄至3%，为10月26日以来最大单日跌幅。股神巴菲特旗下的伯克希尔哈撒韦（Berkshire Hathaway）当地时间...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2386952579?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/dc6ef1eb755ae90e19406c99e219029d","is_english":false,"pubTime":"2023-11-25 03:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2386952579","market":"us","top_or_hot":-1,"title":"巴菲特亏损约30%出局！清仓“印度版支付宝”Paytm","media":"华尔街见闻","content":"<div>\n<p>股神巴菲特24日清仓印度最大数字支付公司Paytm的所有投资，通过一笔大宗交易卖出对该公司近2.5%的持股，损失接近60亿卢比（约合7200万美元），亏损率约30%。交易完成后，Paytm母公司One 97 Communications Ltd.印度股市盘中大跌5%，收盘跌幅收窄至3%，为10月26日以来最大单日跌幅。股神巴菲特旗下的伯克希尔哈撒韦（Berkshire Hathaway）当地时间...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3702810?extract=1\">网页链接</a>\n\n</div>\n","source":null,"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>巴菲特亏损约30%出局！清仓“印度版支付宝”Paytm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特亏损约30%出局！清仓“印度版支付宝”Paytm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-25 03:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3702810?extract=1><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股神巴菲特24日清仓印度最大数字支付公司Paytm的所有投资，通过一笔大宗交易卖出对该公司近2.5%的持股，损失接近60亿卢比（约合7200万美元），亏损率约30%。交易完成后，Paytm母公司One 97 Communications Ltd.印度股市盘中大跌5%，收盘跌幅收窄至3%，为10月26日以来最大单日跌幅。股神巴菲特旗下的伯克希尔哈撒韦（Berkshire Hathaway）当地时间...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3702810?extract=1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0181495838.USD","symbol_name":"施罗德新兴亚洲A Acc","start_time":0,"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3702810?extract=1","article_id":"2386952579","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/dc6ef1eb755ae90e19406c99e219029d"],"rights":{"source":null,"url":"https://api.jianyuweb.com/apiv1/content/articles/3702810?extract=1","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2386952579","pubTimestamp":1700853240,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"股神巴菲特24日清仓印度最大数字支付公司Paytm的所有投资，通过一笔大宗交易卖出对该公司近2.5%的持股，损失接近60亿卢比（约合7200万美元），亏损率约30%。交易完成后，Paytm母公司One 97 Communications Ltd.印度股市盘中大跌5%，收盘跌幅收窄至3%，为10月26日以来最大单日跌幅。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1591":"就地过年概念","BK4503":"景林资产持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BRK.A":"伯克希尔","BABA":"阿里巴巴","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4575":"芯片概念","09988":"阿里巴巴-W","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4502":"阿里概念","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK1521":"挪威政府全球养老基金持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4504":"桥水持仓","LU0048580855.USD":"富达大中华区A","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4579":"人工智能","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","LU0251142724.SGD":"Fidelity America A-SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1688375341.USD":"贝莱德中国灵活股票基金","BRK.B":"伯克希尔B","BK1517":"云办公","LU0048597586.USD":"富达亚洲焦点A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC"},"translate_title":"Buffett lost about 30% out! Clearance of \"Indian Alipay\" Paytm","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/71b27f47ba65ef0684d7f831cf7b23ab","symbols_score_info":{"89988":0.6,"09988":1,"BRK.B":1,"BRK.A":1,"BABA":1},"content_text":"股神巴菲特24日清仓印度最大数字支付公司Paytm的所有投资，通过一笔大宗交易卖出对该公司近2.5%的持股，损失接近60亿卢比（约合7200万美元），亏损率约30%。交易完成后，Paytm母公司One 97 Communications Ltd.印度股市盘中大跌5%，收盘跌幅收窄至3%，为10月26日以来最大单日跌幅。股神巴菲特旗下的伯克希尔哈撒韦（Berkshire Hathaway）当地时间24日清仓印度最大数字支付公司、被称为“印度版支付宝”的Paytm，通过一笔大宗交易卖出对该公司2.5%的持股；据报道，巴菲特清仓后损失60亿卢比（约合7200万美元），投资亏损达到30%。根据印度股市数据，与伯克希尔哈撒韦完全关联的BH International Holdings在印度股市开盘后，迅速卖出对One 97 Communications Ltd.的1560万股持股，One 97 Communications Ltd.则是Paytm母公司。交易数据显示，此笔交易的卖出价为877.2卢比（10.52美元），伯克希尔哈撒韦进账近140亿卢比（约1.64亿美元），卖出的股份由Capthall Mauritius Investment和Ghisallo Master Fund LP吃下，二者分别购入760万股和430万股，摩根大通印度部门则是这笔交易的独家经纪人。交易完成后，One 97 Communications Ltd.在印度股市大跌5%，收盘跌幅收窄至3.3%，但仍创下10月26日以来最大单日跌幅。该公司由软银、贝莱德、阿里巴巴等投资，上季度报得亏损，投资者希望该公司在进入信贷业务并扩大其主要支付网络后，能够在2024年扭亏为盈。在9月份，Paytm的首席执行官Vijay Shekhar Sharma表示，他愿意增加他的股份，这是在他从蚂蚁金服购买该公司股份几周后说的，从而成为Paytm的最大单一股东，加强了对公司的掌控。伯克希尔哈撒韦B股24日美股收盘上涨0.18%，报362.18美元。Paytm是伯克希尔哈撒韦在印度的首笔直接创投投资，2018年投入投资约2.8亿美元，收购了2.6%的股份或1702万股，平均收购价为每股1279卢比，当时Paytm母公司估值为100亿美元。Paytm在2021年11月IPO，当时伯克希尔哈撒韦就趁机出售140万股，售价为发行价指导区间顶端的2150卢比，进账3600万美元，收益率达到68%。但由于IPO惨败，Paytm上市后一直处于破发状态，虽然今年股价有所回升，上涨68%，但仍比IPO价格低60%。报道说，伯克希尔哈撒韦决定及时止损，最终完全清仓。本次伯克希尔哈撒韦共卖出137亿卢比的Paytm股票，若按媒体报道的60亿卢比损失算，投资亏损率达到30%。而若算上伯克希尔哈撒韦在Paytm上市时的出售获利，伯克希尔对Paytm总投资的亏损约为51亿卢比，亏损率接约为27%。无独有偶，Paytm并非巴菲特在电子支付领域投资失败的唯一案例。公开资料显示，除了Paytm之外，伯克希尔哈撒韦在2018年还投资了巴西数字支付公司StoneCo，均由投资经理Todd Combs促成。然而，该公司在当年10月在纳斯达克上市之后虽然走势不错，股价一度翻三倍，但2021年以来进入下行通道，周五美股盘中报14.4美元，比IPO时的价格跌去近54%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}