豪掷100亿美元！巴菲特又有新动作

Core Viewpoint - Berkshire Hathaway is reportedly planning to acquire Occidental Petroleum's chemical business for approximately $10 billion, marking its largest deal since 2022 [1][2]. Group 1: Acquisition Details - The acquisition involves Occidental's subsidiary, OxyChem, and could be finalized within days [1]. - This would be Berkshire's second investment in the chemical sector, following its nearly $10 billion acquisition of Lubrizol Corp. in 2011 [1]. Group 2: Financial Implications - Occidental's chemical segment is projected to contribute $4.92 billion to the company's total sales of $26.73 billion in 2024, accounting for 18% of total revenue [2]. - The deal is expected to help Occidental reduce its leverage, as the transaction price exceeds the asset's book value of approximately $8.3 billion [2]. - Analysts noted that the asset is not expected to generate significant free cash flow until at least 2025, with pre-tax profit expectations lowered to between $800 million and $900 million [2]. Group 3: Market Reaction - Following the acquisition news, Occidental's stock rose by 1.3%, while Berkshire's Class B shares experienced a slight decline [2]. - Occidental's stock has seen a cumulative decline of 4.4% this year, attributed to falling oil prices and concerns over the company's debt burden [3].