隨著新冠肺炎的治療方案及疫苗研發(fā)進(jìn)程不斷推進(jìn),沃倫·巴菲特的伯克希爾-哈撒韋公司(Berkshire Hathaway Inc.)正在加碼押注大型藥企。
伯克希爾于11月16日提交給監(jiān)管機(jī)構(gòu)的備案文件顯示,該公司在第三季度新入股了默沙東(Merck & Co.)和輝瑞(Pfizer Inc.),還增加了艾伯維(AbbVie Inc.)以及百時美施貴寶(Bristol-Myers Squibb Co.)的持股比例,以上幾家公司均為制藥企業(yè)。與此同時,伯克希爾繼續(xù)減持富國銀行(Wells Fargo & Co.)和摩根大通(JPMorgan Chase & Co.)等金融領(lǐng)域股份,后者的削減比例已經(jīng)累計達(dá)96%。
巴菲特的選擇是對的。在伯克希爾入股藥企后幾個月不到的時間里,輝瑞與其合作伙伴BioNTech SE便宣布稱其聯(lián)合研發(fā)的最新疫苗能夠有效保護(hù)大部分人免受新冠病毒感染。此消息一出,瑞輝股價當(dāng)即應(yīng)聲大漲。另外,默沙東也在持續(xù)推進(jìn)更多新冠肺炎的治療方案。
目前美國官方表示,一旦疫苗獲準(zhǔn)批量生產(chǎn),政府人員將不遺余力地立即進(jìn)行派發(fā)工作,而伯克希爾此番增持,也順勢謀得了更多主動權(quán)。據(jù)監(jiān)管備案文件,截至本月末,伯克希爾分別持有艾伯維、百時美施貴寶和默沙東各18億美元的股份,同時持有輝瑞1.36億美元的股份。當(dāng)然,文件亦對一些機(jī)密信息進(jìn)行了保留。
回顧巴菲特在整個疫情期間的投資行為,可以發(fā)現(xiàn)他一向比較謹(jǐn)慎。5月伯克希爾的現(xiàn)金儲備量達(dá)到了創(chuàng)紀(jì)錄的1450億美元,然而巴菲特本人卻說:“將來的情況還可能會更糟,資金回撤行動還會繼續(xù)下去?!焙髞?,巴菲特把資金重新部署到了日本五家大型貿(mào)易公司,又出其不意地進(jìn)軍美國天然氣能源領(lǐng)域,還回購了一部分伯克希爾自己的股票,這才把賬面上的現(xiàn)金花出去了一些。反觀巴菲特的老朋友、伯克希爾的前董事會成員比爾·蓋茨,則在同一時期致力于基金會的捐款事宜,以此幫助推進(jìn)疫苗研發(fā)工作。
眾所周知,巴菲特在疫情早期大量拋售了航空股和金融股,在后幾個季度,減持銀行股也一直都是巴菲特的策略主線,除了文首所提到的富國銀行和摩根大通,被伯克希爾逐漸拋棄的還有PNC金融服務(wù)集團(tuán)(PNC Financial Services Group)和M&T銀行(M&T Bank Corp)。截至9月底,富國銀行被伯克希爾買入的股份下降到了1.27億美元,而它曾經(jīng)是伯克希爾最大的一筆投資之一,由此足見這其中的變化之大。
最后值得注意的是,伯克希爾在第三季度還買入了T-Mobile US Inc.的股份,金額達(dá)2.76億美元。(財富中文網(wǎng))
編譯:陳怡軒
隨著新冠肺炎的治療方案及疫苗研發(fā)進(jìn)程不斷推進(jìn),沃倫·巴菲特的伯克希爾-哈撒韋公司(Berkshire Hathaway Inc.)正在加碼押注大型藥企。
伯克希爾于11月16日提交給監(jiān)管機(jī)構(gòu)的備案文件顯示,該公司在第三季度新入股了默沙東(Merck & Co.)和輝瑞(Pfizer Inc.),還增加了艾伯維(AbbVie Inc.)以及百時美施貴寶(Bristol-Myers Squibb Co.)的持股比例,以上幾家公司均為制藥企業(yè)。與此同時,伯克希爾繼續(xù)減持富國銀行(Wells Fargo & Co.)和摩根大通(JPMorgan Chase & Co.)等金融領(lǐng)域股份,后者的削減比例已經(jīng)累計達(dá)96%。
巴菲特的選擇是對的。在伯克希爾入股藥企后幾個月不到的時間里,輝瑞與其合作伙伴BioNTech SE便宣布稱其聯(lián)合研發(fā)的最新疫苗能夠有效保護(hù)大部分人免受新冠病毒感染。此消息一出,瑞輝股價當(dāng)即應(yīng)聲大漲。另外,默沙東也在持續(xù)推進(jìn)更多新冠肺炎的治療方案。
目前美國官方表示,一旦疫苗獲準(zhǔn)批量生產(chǎn),政府人員將不遺余力地立即進(jìn)行派發(fā)工作,而伯克希爾此番增持,也順勢謀得了更多主動權(quán)。據(jù)監(jiān)管備案文件,截至本月末,伯克希爾分別持有艾伯維、百時美施貴寶和默沙東各18億美元的股份,同時持有輝瑞1.36億美元的股份。當(dāng)然,文件亦對一些機(jī)密信息進(jìn)行了保留。
回顧巴菲特在整個疫情期間的投資行為,可以發(fā)現(xiàn)他一向比較謹(jǐn)慎。5月伯克希爾的現(xiàn)金儲備量達(dá)到了創(chuàng)紀(jì)錄的1450億美元,然而巴菲特本人卻說:“將來的情況還可能會更糟,資金回撤行動還會繼續(xù)下去?!焙髞恚头铺匕奄Y金重新部署到了日本五家大型貿(mào)易公司,又出其不意地進(jìn)軍美國天然氣能源領(lǐng)域,還回購了一部分伯克希爾自己的股票,這才把賬面上的現(xiàn)金花出去了一些。反觀巴菲特的老朋友、伯克希爾的前董事會成員比爾·蓋茨,則在同一時期致力于基金會的捐款事宜,以此幫助推進(jìn)疫苗研發(fā)工作。
眾所周知,巴菲特在疫情早期大量拋售了航空股和金融股,在后幾個季度,減持銀行股也一直都是巴菲特的策略主線,除了文首所提到的富國銀行和摩根大通,被伯克希爾逐漸拋棄的還有PNC金融服務(wù)集團(tuán)(PNC Financial Services Group)和M&T銀行(M&T Bank Corp)。截至9月底,富國銀行被伯克希爾買入的股份下降到了1.27億美元,而它曾經(jīng)是伯克希爾最大的一筆投資之一,由此足見這其中的變化之大。
最后值得注意的是,伯克希爾在第三季度還買入了T-Mobile US Inc.的股份,金額達(dá)2.76億美元。(財富中文網(wǎng))
編譯:陳怡軒
Warren Buffett’s Berkshire Hathaway Inc. is betting on big pharma as the industry’s fortunes swing on the development of a Covid-19 vaccine and therapeutics.
Berkshire disclosed new investments in Merck & Co. and Pfizer Inc. during the third quarter, while also adding bets on AbbVie Inc. and Bristol-Myers Squibb Co., according to a regulatory filing Monday. Meanwhile, Buffett’s conglomerate continued to cut stakes in financial companies, including Wells Fargo & Co. and JPMorgan Chase & Co.
Berkshire started snapping up the health stocks just months ahead of a disclosure from Pfizer and BioNTech SE that their vaccine protects most people from Covid-19, news that sent Pfizer stock soaring. Merck has also been pushing ahead with therapies for the virus.
The bets give Berkshire more exposure to pharmaceutical companies as officials prepare to ramp up efforts to distribute a Covid-19 vaccine whenever one is approved. Buffett’s company had stakes valued at more than $1.8 billion each in AbbVie, Bristol-Myers Squibb and Merck at the end of the quarter, and about $136 million in Pfizer. Berkshire omitted some confidential information with its routine regulatory filing.
Buffett, 90, has been cautious during the pandemic, saying in May that his then-record cash pile wasn’t that huge when considering the worst-case possibilities. He’s since deployed cash in Japan and into natural-gas assets, and has bought back Berkshire’s own stock. His friend Bill Gates, a former Berkshire board member, has been donating through his foundation to help fund vaccine efforts.
Buffett, Berkshire’s chairman and chief executive officer, dumped airline stocks and sold financials earlier in the crisis. His company continued to pare bank holdings in the third quarter, trimming Berkshire’s Wells Fargo stake and slashing its JPMorgan investment by 96%. Berkshire also cut stakes in PNC Financial Services Group Inc. and M&T Bank Corp. Berkshire has been chipping away at its Wells Fargo stake in recent months after more than three decades holding onto that bet. It held about 127 million shares at the end of September, a marked shift for an investment that once ranked as Berkshire’s biggest.
Berkshire also took a stake in T-Mobile US Inc. during the third quarter, a holding valued at $276 million.