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標題: 巴菲特投資澳洲保險公司 IAG [打印本頁]

作者: Joe 時間: 2015-6-16 08:51 標題: 巴菲特投資澳洲保險公司 IAG

Buffett’s Berkshire Hathaway Pays $388 Million for Stake in Australia's IAG

Berkshire Hathaway Inc., the investment company run by Warren Buffett, will pay A$500 million ($388 million) for a stake in Insurance Australia Group Ltd. and gain exposure to a fifth of its insurance accounts.
The deal will give the company 20 percent of IAG’s insurance premium payments and make it liable to pay 20 percent of claims over an initial 10-year period, IAG said in a regulatory statement Tuesday. The U.S. group will get a 3.7 percent stake via a placement of new shares, the insurer said.
IAG shares jumped as much as much as 5.9 percent in Sydney, the most in more than three years.
IAG will use the deal to reduce its exposure to payouts from natural disasters, such as the November 2014 Brisbane hailstorm that caused about A$1.35 billion in industry-wide losses. IAG is one of the world’s largest purchasers of catastrophe reinsurance, and has had a reinsurance agreement with Berkshire Hathaway since 2000.
“Our strategic partnership with IAG will help fast-track our entry into this region,” Buffett said in the statement. “We have worked with IAG for more than 15 years and over that time we’ve developed a good understanding and respect for their people.”
Omaha-based Berkshire Hathaway owns insurer Geico and reinsurer Gen Re and made about 29 percent of its pretax income last year from insurance, according to data compiled by Bloomberg.
Shares in IAG rose 4.5 percent to A$5.82 at 10:10 a.m. in Sydney, headed for their biggest gain in nearly two years. and comparing to the A$5.57 price of Berkshire Hathaway’s placement shares.
The share purchase will be the U.S. company’s largest deal by announced value in the Asia-Pacific region, according to data compiled by Bloomberg. It’s also the company’s biggest purchase in the insurance industry since the 2010 takeover of Wesco Financial Corp., separate data show.

作者: Joe 時間: 2015-6-16 09:00

作者: kaka 時間: 2015-6-16 09:15

這是巴菲特用"合理價"買進表現優異公司股票的案例嗎 ? 因為不是在便宜價...

作者: tomtom 時間: 2015-6-17 00:10

我是這次高雄上課的新生，如有犯規請指正，
轉貼中文報導，
巴菲特入股Insurance Australia 增加在亞洲保險市場投資
https://www.dowjones.hk/MorningNewsletter/Scottrade/HTML/Big5/#european
億萬富翁投資人巴菲特(Warren Buffett)通過購買澳大利亞最大一般性保險公司之一的股票增加了在亞洲保險市場的投資。此舉似乎將有助於旗下公司在這一地區的擴張。Insurance Australia Group Ltd.週二稱，伯克希爾哈撒韋公司(Berkshire Hathaway Inc.)最初將以5億澳元（約合3.88億美元）收購該公司3.7%的股權，這是一項10年期合作項目的一部分。巴菲特通過這筆交易將得以鞏固自己在澳大利亞規模為115億澳元的一般性保險市場的地位，同時還有望得益於Insurance Australia在亞洲市場擴張的雄心。伯克希爾哈撒韋將以每股5.57澳元的價格購買大約8,980萬股Insurance Australia的新股，同時還擁有在未來24個月內將持股比例（基於擴大後的總股本）進一步提高5%的選擇權。伯克希爾哈撒韋同意在合作協議的最初10年期間對Insurance Australia的持股比例不會超過14.9%。伯克希爾哈撒韋將獲得練Insurance Australia總保費收入的20%，同時承擔20%的理賠款。伯克希爾哈撒韋還將對Insurance Australia的營業成本進行與入股比例相應的補償，並為獲得後者特許權而支付對應費用。

作者: jangewe2000 時間: 2015-6-17 00:14

有ADR嗎？

作者: kaka 時間: 2015-6-17 00:17

IAUGY……………是ADR

作者: kaka 時間: 2015-6-17 00:37

常利最近五年變化太大……公司有什麼變化呢？併購案？？

作者: victorng 時間: 2015-6-17 00:56

QUOTE:

原帖由 kaka 於 2015-6-16 09:15 發表
這是巴菲特用"合理價"買進表現優異公司股票的案例嗎 ? 因為不是在便宜價...

巴菲特受芒格影響買東西便宜放第二了

作者: kaka 時間: 2015-6-17 06:15

QUOTE:

原帖由 joe 於 2015-6-16 08:51 發表
Buffett’s Berkshire Hathaway Pays $388 Million for Stake in Australia's IAG

Berkshire Hathaway Inc., the investment company run by Warren Buffett, will pay A$500 million ($388 million) for a ...

500 million…是不是巴菲特的經理人員買的呢？巴菲特都處理更大的1000 million案件吧！

作者: kaka 時間: 2015-6-20 16:38

請問澳洲保險公司較有規模，且符合巴菲特班選股方法，有哪一些公司？請幫忙提供盈再表……美股ADR……謝謝！

[ 本帖最後由 kaka 於 2015-6-20 16:39 編輯 ]

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