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新官上任第一刀!阿贝尔打破巴菲特“铁律”,或清仓一大持仓!
Jin Shi Shu Ju· 2026-01-21 09:20
巴菲特去年秋天表示,他对卡夫亨氏将公司一分为二的计划感到失望,而且伯克希尔的两名代表已于去 年春天辞去了卡夫董事会的职务。 尽管如此,在巴菲特掌舵伯克希尔的六十年里,即使他对某项业务的前景不再看好,也很少会抛售已收 购的资产。周二,伯克希尔没有回应对文件的置评请求,卡夫亨氏在该文件中披露其最大股东"可能不 时提议出售3.25442152亿股股份"。公告发布后,卡夫亨氏股价下跌近4%,至22.85美元。 AI播客:换个方式听新闻 下载mp3 音频由扣子空间生成 "股神"巴菲特的接班人似乎正在酝酿其本月接任CEO后的第一个重大举措。 卡夫亨氏周二向投资者发出预警,称伯克希尔哈撒韦可能有意抛售其持有的这家知名食品巨头的3.25亿 股股份,该公司是巴菲特在2015年协助创建的。这一消息来自提交给股市监管机构的一份文件。 当年,巴菲特与巴西投资公司3G资本策划了卡夫与亨氏的合并,因为他们已经拥有亨氏,并笃信这些 品牌的力量。如今,阿贝尔可能正在筹划一条不同的路线。 这些年来,巴菲特逐渐意识到,围绕该公司品牌的竞争护城河并不像他想象的那么坚固,因为消费者越 来越愿意转向商店自有品牌,并远离加工食品。伯克希尔在去年夏天对其 ...
三爱健康集团拟1869万元出售滦南航洋健康产业99%股权
Ge Long Hui· 2025-11-10 14:10
Core Viewpoint - Sanai Health Group (01889.HK) has announced the sale of a 99% stake in its subsidiary, Luanan Hangyang Health Industry Co., Ltd., for approximately RMB 18.69 million, which will be settled in cash. The decision to sell is driven by unfavorable market conditions and aims to enhance cash flow and focus on core business areas [1][1][1] Group 1 - The seller, Beijing Hangyang Health Technology Co., Ltd., is a non-wholly owned subsidiary of the company [1] - The target company has not commenced actual operations and was initially intended to build production facilities to expand health product capacity [1] - The management has decided to terminate the expansion plan due to recent adverse market conditions [1] Group 2 - The board believes that continuing to hold the stake in the target company may not yield the best returns for shareholders [1] - The sale is seen as an ideal opportunity to create additional cash flow for the company [1] - The net proceeds from the sale, estimated at approximately RMB 18.68 million after related expenses, will be used for general working capital and other business development [1] Group 3 - The completion of the sale is expected to improve the group's liquidity position and strengthen its financial status [1] - The divestment will allow the group to streamline operations and reallocate resources to areas with stronger competitive advantages and expertise [1]