巴菲特又有大动作！伯克希尔发债筹集2633亿日元或再度加码日本股市？

智通财经04-18

智通财经APP获悉，巴菲特旗下的伯克希尔哈撒韦以低于过去两年交易溢价的价格发行了2633亿日元债券，原因是信贷市场对日本央行将很快再次加息的担忧有所缓解。汇编数据显示，这是这位资深投资者自2019年伯克希尔进入该市场以来发行规模最大的一次。此次发行的债券分七批发行，期限从三年到30年不等，是日本央行上月退出负利率制度以来，海外发行机构进行的最大一笔日元交易之一。这笔交易是对日元计价债券兴趣的一个...

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Berkshire issued bonds to raise 263.3 billion yen or overweight the Japanese stock market again?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1},"content_text":"智通财经APP获悉，巴菲特旗下的伯克希尔哈撒韦以低于过去两年交易溢价的价格发行了2633亿日元债券，原因是信贷市场对日本央行将很快再次加息的担忧有所缓解。汇编数据显示，这是这位资深投资者自2019年伯克希尔进入该市场以来发行规模最大的一次。此次发行的债券分七批发行，期限从三年到30年不等，是日本央行上月退出负利率制度以来，海外发行机构进行的最大一笔日元交易之一。这笔交易是对日元计价债券兴趣的一个关键考验，同时也受到股市投资者的关注，因为外界猜测巴菲特可能正在准备再次涉足日本股市。他之前购买的贸易公司的股份为该国股市提供了支持，并推动日经225指数创下历史新高。此次交易的额外收益低于伯克希尔过去两年的债券销售。以三年期债券为例，该公司提供了51个基点的中期掉期利差，而去年11月和4月分别为59个基点和75个基点。相关指数显示，周三，国内外发行的日元公司债券息差从一年前的66个基点左右收窄至51个基点左右。据悉，巴菲特的公司是日元债券的定期发行人，在2023年和2022年分别两次进入市场。以下是伯克希尔在过去两年中为部分到期债券支付的金额：巴菲特在今年2月的年度致股东信中曾表示，伯克希尔通过发行日元债券为其在日本公司的大部分投资提供了资金。伯克希尔表示，希望最终拥有其投资的五家主要贸易公司9.9%的股份。根据汇编的最新信息，巴菲特在贸易公司的持股包括三菱商事8.58%的股份、伊藤忠商事7.47%的股份和丸红商事8.41%的股份。巴菲特选择的这些公司的股票表现优异，而任何新的支持都可能给日本股市带来新的提振。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.22.4","shortVersion":"4.22.4","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/2428581641"}

巴菲特又有大动作！伯克希尔发债筹集2633亿日元 或再度加码日本股市？

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巴菲特又有大动作！伯克希尔发债筹集2633亿日元或再度加码日本股市？