零食制造

Search documents
见证历史!又见新高!
中国基金报· 2025-07-10 12:40
Core Viewpoint - Temasek's investment portfolio has reached a historical high, with a net value of SGD 434 billion (approximately CNY 2.43 trillion), marking an increase of SGD 45 billion (approximately CNY 25.25 billion) from the previous fiscal year [2][3]. Group 1: Financial Performance - The one-year shareholder return rate is approximately 12%, with rates of 11.8% in SGD and 12.4% in USD as of March 31 [4][5]. - The 20-year and 10-year annualized return rates are 7% and 5%, respectively, indicating an overall shareholder return rate of 14% since its establishment in 1974 [5]. Group 2: Investment Strategy - Temasek aims to build a resilient and forward-looking investment portfolio for sustainable long-term returns, favoring leading companies in both emerging and mature markets [6]. - The investment portfolio is diversified across different regions and sectors, with 41% in Singapore-based companies, 36% in global direct investments, and 23% in cooperative investment projects, funds, and asset management platforms [5][6]. Group 3: Geographic Focus - Temasek's investment exposure to developed economies is 66%, with Singapore at 27%, the Americas at 24%, and China at 18% [8]. - Temasek has a long-term positive outlook on China's economy and has been actively investing in the Chinese market, leveraging its experience to attract foreign investors [8]. Group 4: Recent Developments - Temasek's subsidiary, True Light Capital, has recently registered a private equity fund in Shanghai, focusing on high-quality investment opportunities in the Greater China region, with a fund size of USD 3.3 billion (approximately CNY 24 billion) [8]. - Direct investments in China for the fiscal year 2025 include companies such as Meituan, PCG Power, Tencent, and Yum China [9].
巴菲特年底将退休,接班人阿贝尔是谁?
Sou Hu Cai Jing· 2025-05-04 02:51
综合美联社、哥伦比亚广播公司(CBS)、《华尔街日报》等媒体报道,5月3日, 美国投资人沃伦·巴菲特当日在伯克希尔·哈撒韦年度股东大会上宣布,他 计划在年底退休,辞去伯克希尔·哈撒韦首席执行官(CEO)一职,并将向董事会推荐格雷格·阿贝尔(Greg Abel)接任CEO。 巴菲特表示:"自己仍然会偶尔现身,也许在少数情况下(我)会有用",但各项决策将由格雷格·阿贝尔做最终决定。 巴菲特与阿贝尔共同出席伯克希尔·哈撒韦年度股东大会 截图自CNBC 伯克希尔的董事会将投票决定是否正式批准这一任命。巴菲特表示,他预计投票将一致同意。 巴菲特是伯克希尔的首席执行官、董事长兼投资负责人。《华尔街日报》报道,当他卸任时,这些职责将由包括阿贝尔在内的几个人分担。巴菲特一旦离 职,预计另外两名副手将负责管理庞大的投资组合。 格雷格·阿贝尔现年62岁,在加拿大草原地区出生长大,现任伯克希尔·哈撒韦能源公司董事长兼首席执行官,主要负责伯克希尔的所有非保险业务,覆盖建 材、化工、鞋类和糖果等领域。 据《华尔街日报》报道,阿贝尔在年轻时担任会计师时就显示出,他既精于研究资产负债表,也擅长阅人和与人交往。 在20世纪90年代初,时年3 ...