巨亏50%！股神巴菲特首次押注印度就“栽了”

华尔街见闻2022-02-19

去年四季度亏损又扩大，何时盈利遥遥无期，“印度支付宝”Paytm股价再创新低，去年11月上市后暴跌61%，2018年投资3亿美元的巴菲特持仓价值直接腰斩。他投资的另一家巴西金融科技公司StoneCo上市后也跌55%，周五创新低。本周，“股神”巴菲特青睐的印度最大数字支付公司、被称为“印度版支付宝”的Paytm母公司One 97 Communications几乎每天都创下去年11月IPO上市以来的...

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。

精彩评论

dd0101
2022-02-19
dd0101
幸亏没投资中国支付宝
- 夜袭女儿国:
  呵呵哪可就真破产了
BooyiBooyi
2022-02-19
BooyiBooyi
宁押孟买也不押A股
- 夜袭女儿国:
  明白人
特力哥
2022-02-19
特力哥
都不是神仙

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1191702020?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17","is_english":false,"pubTime":"2022-02-19 07:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1191702020","market":"us","top_or_hot":-1,"title":"巨亏50%！股神巴菲特首次押注印度就“栽了”","media":"华尔街见闻","content":"<div>\n<p>去年四季度亏损又扩大，何时盈利遥遥无期，“印度支付宝”Paytm股价再创新低，去年11月上市后暴跌61%，2018年投资3亿美元的巴菲特持仓价值直接腰斩。他投资的另一家巴西金融科技公司StoneCo上市后也跌55%，周五创新低。本周，“股神”巴菲特青睐的印度最大数字支付公司、被称为“印度版支付宝”的Paytm母公司One 97 Communications几乎每天都创下去年11月IPO上市以来的...</p>\n\n<a href=\"\">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>巨亏50%！股神巴菲特首次押注印度就“栽了”</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巨亏50%！股神巴菲特首次押注印度就“栽了”\n</h2>\n\n<h4 class=\"meta\">\n\n2022-02-19 07:39 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年四季度亏损又扩大，何时盈利遥遥无期，“印度支付宝”Paytm股价再创新低，去年11月上市后暴跌61%，2018年投资3亿美元的巴菲特持仓价值直接腰斩。他投资的另一家巴西金融科技公司StoneCo上市后也跌55%，周五创新低。本周，“股神”巴菲特青睐的印度最大数字支付公司、被称为“印度版支付宝”的Paytm母公司One 97 Communications几乎每天都创下去年11月IPO上市以来的...</p>\n\n<a href=\"\">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":null,"symbol_name":null,"start_time":0,"source_url":"","article_id":"1191702020","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1191702020","pubTimestamp":1645227575,"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":"去年四季度亏损又扩大，何时盈利遥遥无期，“印度支付宝”Paytm股价再创新低，去年11月上市后暴跌61%，2018年投资3亿美元的巴菲特持仓价值直接腰斩。他投资的另一家巴西金融科技公司StoneCo上","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Huge loss of 50%! Warren Buffett's first bet on India was \"planted\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/778dce2ad3b51463106f940822d9aa76","symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9},"content_text":"去年四季度亏损又扩大，何时盈利遥遥无期，“印度支付宝”Paytm股价再创新低，去年11月上市后暴跌61%，2018年投资3亿美元的巴菲特持仓价值直接腰斩。他投资的另一家巴西金融科技公司StoneCo上市后也跌55%，周五创新低。本周，“股神”巴菲特青睐的印度最大数字支付公司、被称为“印度版支付宝”的Paytm母公司One 97 Communications几乎每天都创下去年11月IPO上市以来的股价新低。这代表巴菲特在印度的首次、也是唯一一次投资正在巨亏50%，甚至有媒体断言：“巴菲特在印度的投资处女秀完全失败了”。“印度支付宝”Paytm再创新低，去年11月上市后暴跌61%，巴菲特持仓价值腰斩2018年9月，巴菲特旗下的伯克希尔哈撒韦通过投资子公司BH International Holdings向Paytm母公司投资3亿美元，收购2.6%的股份或1702万股，平均收购价格为每股1279卢比，当时对Paytm母公司估值为100亿美元，巴菲特在印度的首次投资也带动了当地金融科技热潮。2021年11月18日Paytm在印度股市IPO上市时，伯克希尔哈撒韦趁机出售了140万股持股，售价为定在指导区间顶端的IPO发行价每股2150卢比，等于直接获利1600万美元，即收益68%。尽管Paytm在IPO首日暴跌27%，巴菲特剩余持股（1562万股或2.41%的母公司股权）仍价值3.3亿美元，高于三年前的投资成本。Paytm曾创下印度股市去年IPO规模纪录。但Paytm周五收跌近2%，股价不足834美元刷新上市以来最低，较IPO发行价暴跌逾61%，较上市几天后的52周新高1955卢比下跌57%。这也代表Paytm上市第一天起就处于“破发”状态。这令伯克希尔所持股份的市值刚刚超过130亿卢比，约合1.47亿美元，较约3亿美元的初始投资规模直接腰斩，亏损逾50%。持有Paytm母公司8.6%股份的创始人Vijay Shekhar Shams自公司上市以来净资产已缩水约15亿美元，也缩水不止50%。媒体还称，贝莱德、软银、阿里巴巴和加拿大养老金计划投资委员会都是Paytm的股东，这些机构也大多损失惨重。去年11月上市后Paytm股价大跌时，还有知情人士透露，贝莱德和加拿大养老金计划投资委员会增持了更多股票，但并不清楚具体的增持数量。去年四季度亏损扩大，盈利遥遥无期，巴菲特投资另一家巴西金融科技公司上市后也跌55%分析称，Paytm股价上市后惨跌与散户投资者丧失信心不无关系，该公司2010年创立至今尚未盈利，而且短期内都没有盈利迹象。外加俄乌局势令避险情绪高涨、全球科技股因美联储等主要央行即将收紧政策而杀估值，以及疫情消退不利于“居家经济股”等因素，Paytm未来困难重重。Paytm在2月5日发布的最新财报显示，截至去年12月底的公司2022财年第三季度，Paytm运营的综合收入同比增近89%至145.61亿卢比，但同期综合亏损为77.85亿卢比，较上年同期的亏损53.55亿卢比扩大了近46%。专家认为，在费用和管理费用增加的情况下，损失势必还会增加。财报发布后，一直唱衰Paytm且对其股价具有较大影响力的麦格理研究（Macquarie Research）第三次下调目标价，从每股900卢比砍掉22%至700卢比，并将公司2022至2026财年的亏损预期提高了39%至101%。该投行认为Paytm商业模式缺乏焦点和方向，实现盈利是巨大挑战。高盛对Paytm的观点整体看涨但较为矛盾，虽然将股票评级从“中性”上调至“买入”，但上周将目标价从每股1600卢比削减至1460卢比。高盛认为，Paytm的收入具有强劲增长前景，股价大跌后具备有吸引力的风险回报。该投行将Paytm的收入预期提高了7%至10%，并称2024至2025财年可能达到调整后EBITDA盈亏平衡，由于资产负债表强劲，公司不太需要再次融资。此外，摩根大通更为看好Paytm，1月研报将其评级为“增持”，设定了每股1850卢比目标价，显著高于高盛和麦格理等其他同行，理由是Paytm股价低于私人同类公司和全球竞争对手。公开资料显示，巴菲特旗下的伯克希尔哈撒韦在2018年用6亿美元接连投资了两家金融科技公司，Paytm之外还有巴西数字支付公司StoneCo，均由投资经理Todd Combs促成。不过，2018年10月在美国纳斯达克上市的StoneCo在2021年2月以后进入下行通道，今日跌超3%，交投不足11美元，也较每股24美元的IPO发行价跌去55%，并创上市以来最低。巴菲特曾称自己不擅长科技领域投资，并后悔没有投资Alphabet和亚马逊等科技巨头。投资Paytm事小，巴菲特加入的是一场决定印度零售业未来的战争。","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},"commentList":[{"id":638641229,"gmtCreate":1645271165148,"gmtModify":1645271165148,"author":{"id":"3482380532740739","authorId":"3482380532740739","name":"dd0101","avatar":"https://static.tigerbbs.com/4a38ca54c112ac9c6274b68633d24a30","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3482380532740739","authorIdStr":"3482380532740739"},"htmlText":"幸亏没投资中国支付宝","listText":"幸亏没投资中国支付宝","text":"幸亏没投资中国支付宝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638641229","repostId":1191702020,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7254545,"gmtCreate":1645315108336,"gmtModify":1645315108336,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":638641229,"type":1,"supId":0,"prevId":0,"content":"呵呵哪可就真破产了","text":"呵呵哪可就真破产了","html":"呵呵哪可就真破产了"}],"langContent":"CN"},{"id":638650456,"gmtCreate":1645258151986,"gmtModify":1645258151986,"author":{"id":"3522163939587582","authorId":"3522163939587582","name":"BooyiBooyi","avatar":"https://static.tigerbbs.com/7677e484448778e193dd8c738d278430","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3522163939587582","authorIdStr":"3522163939587582"},"htmlText":"宁押孟买也不押A股","listText":"宁押孟买也不押A股","text":"宁押孟买也不押A股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638650456","repostId":1191702020,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7254546,"gmtCreate":1645315118382,"gmtModify":1645315118382,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":638650456,"type":1,"supId":0,"prevId":0,"content":"明白人","text":"明白人","html":"明白人"}],"langContent":"CN"},{"id":638622612,"gmtCreate":1645254476007,"gmtModify":1645254476007,"author":{"id":"3442014608644277","authorId":"3442014608644277","name":"特力哥","avatar":"https://static.tigerbbs.com/838ff7dfca6da6df6f5e9a9c768240e1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3442014608644277","authorIdStr":"3442014608644277"},"htmlText":"都不是神仙","listText":"都不是神仙","text":"都不是神仙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638622612","repostId":1191702020,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":32,"commentSize":3,"repostSize":0,"favoriteSize":12,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1191702020"}