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巴菲特突发!重仓股暴跌,最新大动作曝光
天天基金网·2025-10-03 05:42

Core Viewpoint - The article discusses the significant drop in Occidental Petroleum's stock price following the announcement of Berkshire Hathaway's acquisition of its chemical subsidiary, OxyChem, for $9.7 billion, highlighting market reactions and implications for both companies [3][5][9]. Group 1: Stock Performance - Occidental Petroleum's stock price fell by 7.31% to $44.23 per share after initially rising over 2% in pre-market trading [3]. - The market's reaction indicates concerns over the impact of the sale on Occidental's future cash flow [7]. Group 2: Acquisition Details - Berkshire Hathaway announced it would acquire OxyChem for $9.7 billion in cash, which is seen as a strategic move to enhance its portfolio [5][9]. - The acquisition is expected to complement Berkshire's existing businesses and aligns with Warren Buffett's investment strategy of acquiring quality assets at lower prices [7]. Group 3: Financial Implications - Occidental plans to use $6.5 billion from the transaction to reduce its debt, aiming to meet its target of keeping debt principal below $15 billion by December 2023 [8]. - The deal is projected to close in the fourth quarter of 2025, pending regulatory approvals [8]. Group 4: Historical Context - This acquisition marks Berkshire's largest since 2022 and its first foray into the chemical sector since acquiring Lubrizol for approximately $10 billion in 2011 [9]. - Berkshire currently holds about 27% of Occidental's outstanding shares, making it the largest shareholder [9].