Monday, August 25, 2008

^V^ What did Warren Buffet commented about China !? ^V^






巴菲特巨款投资中国公司遭拒 看懂经济难奈政策2008年08月25日 09:05华商网【大 中 小】 【打印】5亿美元投中国公司遭拒

巴菲特不知美国经济何时向好

丛玫

在浓烈的北京奥运氛围中,“股神”沃伦·巴菲特22日在接受美国CNBC电视台采访时,再三谈到对中国行情的看好。

巴菲特透露,不久前他曾报价5亿美元想购买一只中国股票,但是遭到拒绝。

巴菲特没有透露这只股票的名称和行业,但肯定地说,“这是一笔非常棒的交易,在环境适合的时候,你会看到我们在那里大规模投资。”

他特别提到因为目前中国的外资政策限制,还不能在中国内地随意购买股票。此前,巴菲特也是5亿美元入股中石油,获利35亿美元后,潇洒抽身。

这次采访是CNBC的“SQUAWK BOX”栏目8月22日在伯克希尔·哈撒韦公司(Berkshire Hathaway)的总部所在地奥马哈进行的,采访持续了3个小时。

不担心中国前景

谈到在中国的投资前景,巴菲特提到,他的Iscar大连公司开业差不多一年了,工程进展迅速。“但我更喜欢购买证券,及购买我喜欢的公司,两件事情我都可能做。如果我们在未来几年在那里无所作为,我会很惊讶。”巴菲特说。

2007年,巴菲特带领他所投资的以色列切割刀具公司Iscar在大连投资了2785万美元,用以开设大连公司,目标是成为亚洲最大的宇航及汽车工业专用刀具生产基地。

很多经济学家担心,中国随着全球经济增长减慢,发展速度也会放缓。但巴菲特丝毫没有这样的担忧,认为中国的经济会发展得不错。

巴菲特认为未来10年、20年内,中国和印度将在现在的基础上取得长足的发展。“所以,我真的不是非常担心它们未来的发展是否将会遇到突然的干扰或其他,我也无法预测。如果我能预测,我仍然希望能以适当的价格,在适当的时候收购一些好的企业。”

“谁知道中国经济是否会过热、通胀严重或其他什么问题?”巴菲特强调他不担心不重要和不可知的事情。中国和美国一样,未来半年或一年发生什么真的并不重要,关键是未来10年会发生什么。

“我们要让事情变好,而事实是,中国会做得更好。因为他们起步较低,但是在过去的20年学到了大量的商业智慧,以及如何释放人的潜能。后面这一点美国较早前就学会了,但中国正在非常非常快速地掌握。”他说。

奥运期间,他并没有来到中国,而是守在电视机前,听别人解说赛况。谈到奥运,巴菲特说:“在奥运会之前我就相信中国,而且他们也的确呈现了一场精彩绝伦的奥运盛会。他们有一群非常非常聪明的人,他们十分认真地要办一届精彩盛会,他们必将完成任务。”

记者问他,既然如此看好中国的情景,是否也在考虑现阶段有必要尝试学习普通话了。巴菲特幽默地说:“不,不,我甚至不会去尝试吃中国菜。如果我不能在中国找到个麦当劳解决问题,我就很麻烦了。”


^V^

It is sad to say some bananas started to acknowledge their identity after d endorsement by d westerner like Warren Buffet ^V^ As TL said, we are chinese , we are Malaysia Chinese , Yes ! 100% agreed ! I feel proud of being Chinese got nothing to do with politic , d chinese here is " 龍的傳人 " , whether u r Malaysia chinese, India chinese, Africa chinese , US chinese , Europe chinese or even mainland chinese, all r classified as " 龍的傳人" !

Dont wait until mat salleh tell u that they r learning mandarin n chinese culture then only u start to follow ^V^

Warren Buffet said "他们有一群非常非常聪明的人", i would like to add something here , they r not only 非常聪明but very hard working too ! these make them what they r today n more to come in future ^V^

25 comments:

Samgoss said...

Ha ha what a joke ! Joke of d century >>>

国阵领袖接连翻查安华的旧账
纳吉:有道德问题不能当首相
刘嘉铭 | 8月25日 上午11点08分


尽管本身也受到蒙古女郎谋杀案及“波德申丑闻”缠身,但是纳吉却反而挑起安华的私人道德课题,“他(安华)仍未针对很多私人课题作出回应,而要出任首相的人士不该在道德上有问题”。

herbert said...

Najis day are number!!! AN WAH KO KO day are getting closer.. Hahaha.
You Win!!!! XXXwi Game Over!!!

cken said...

Wah! those who 'invest' on Anwar win by more then 13k majority. fatt tat lor... 300% return.

GK said...

Official: Anwar gets BIGGER majority

Aug 26, 08 7:17am
LIVE UPDATES Final EC tally - Anwar got 31,195 votes, Arif Shah, 15,524, Hanafi, 92. Anwar won with a majority of 15,671. Anwar's wife, Dr Wan Azizah Wan Ismail, won the seat with a 13,388 majority at the March 8 general election.

ONI said...

华Chai! 华Chai! 华Chai!

yueer888 said...

Dear Sifu

Is it advisable to do a swap from Petdag to Sime or IOIcorp?

Thank you.

vince said...

In SAM site must say

SAM chai! SAM chai! SAM chai ^_^.

Wait for XXXXX to comedown but seem flat at current price level for many weeks liao.

alfred said...

sifu sam,

the KLCI seems like having some resistance of not going down futher even after abang wah win yesterday... do u think the drop will continue or gradually start climbing?

ees said...

Najis said:" 而要出任首相的人士不该在道德上有问题”。

damn funny, Najis is acting as if a saint and I want to ask Najis, are you qualified to talk about Moral??


Talking about China, the only way for me to invest is through PBBank CHina mutual fund. Some of them are quite low price.

Any recommendation from Sifu Sam? How do you view the China unit truest by PBBank? Pleaz advice.

Samgoss said...

Read what DR M commented about d defeat of PP >>

http://test.chedet.com/che_det/2008/08/permatang-pauh.html#more

Halo Dr M , siapa bilang kekalahan UMNO di PP adalah disebabkan oleh ketidak yakinan rakyat terhadap PM dan bukan sokongan padu kepada DSAI ? siapa bilang rakyat tak ada pilihan lain dan terpaksa memilih DSAI ? ha ha keputusan pilihan PP tu menghantar mesej yg jelas bahawa rakyat mahu perubahan utk Msia !jesteru tu, mereka sokong parti pembangkang khas nya DSAI!If they dont support both, they will vote under "Spoit vote " ! find out yrself how many spoit votes in PP ?

Dr M , if what u said is true , then what about GE in year 1999 , UMNO kalah di PP juga , adakah kekalahan tu menlambangkan ketidak yakinan rakyat terhadap parti UMNO khasnya DR M ?

Talk sense pls ! if u wanna to hantam dollah , pls hantam with facts n sense lah....

2 yeur..yes, u shld take profit on pdagang n keep d cash 4 bottom fisihing @ KLCI <1,000.

2 alfred.. dont look at d price, look at KLCI, as i said, stay out from KLSE 4 time being , wait till KLCI @ < 1,000 then only we buy back XXXXXX .

Samgoss said...

2 ees , Still searching on warren 's purchases of china stocks, will let u know if i got it ^V^

I think he is eyeing on china finance n ultilities stocks ^V^

FA investor said...

Uncle sam, i still remember you told us about the secret of Hang Tuah, he he i found it liaooo

read it >

http://www.topix.com/forum/world/malaysia/TNLIFITT35J9GV19R

no wonder i dont see any hang tuah hero stories in my kid's history book lah, ha ha

They removed it already, during my school time, we hv all these Hang Tuah stories in our history book , now no more liaoooo

Danny said...

Hi Sam,

Any comment on Liondiv? Thank you.

Best Regards
Danny

Danny said...

Hi Sam,

Bjtoto and bcorp seem to be trading at a very attractive price..very gatal..haha..

Best Regards
Danny

Samgoss said...

2 taozer n Danny ...
pls read my previous posting as below :-
***
Huaan just reported an excellent QE yesterday , profit increased by 44% Q 2 Q , from 2.9 cts to 3.29cts , at d same time , steel price also coming down from its peak , if we use 3.29 cts x 4 = 13cts which giving u PE of 4+ , once steel price comes down , its earing would be diluted , fyi, huaan will go 4 full capacity by end of 08 or begining of 09 , we can use this to compensate d falling steel price .

This apply to all d steel stocks , they r currently traded @ PE < 8 , once d demand n steel price come down , there is a big question marks on d sustainability of its single digit of PE !?

If yr steel counter is traded @ PE , 5 , u hv margin of safety , if they r traded @ PE 8+ , chances for them to come down further r greater .

Average PE for steel stocks r around 11+- in bull mkt n 6+- for bear mkt.

August 23, 2008 11:54 AM

***

From d above, same goes 2 Lionind..wowwww 121cts =eps, giving u PE of 1.5+++$$$$$... ha ha, pls refer 2 d above ^V^

U see now.. be it solid FA like Lionind , once mr bear came , 300% jumped in its latest earning also got no impact on its share price .

Hence, dont look at share price , look at CI , buy back only when it reach 1,000 n below ^V^

vince said...

Hi SAM,

You have set below 1000 as a target to enter the market, could you guide us about the duration or events that will bring the market to that level.

If construction and properties going down, no eye see on steel, will follow proportionally- I’m still holding LionDiv and Huaan, initially thinking of to enter LionInd and Masteel - probably not at this moment,
and to consolidate my bullets on xxxxxx

Sam, Could you guide us on the industrial cycle thingy, generally we know this and that industry are down but just curious the 'something'/reading that you follow to derived the end of cycle.

BZ said...

Dear Sam,

Can u please comment on Liondiv and LionInd lastest Quarter results. LionDiv posted a loss compared to its previous quarters but LionDiv profit increased by over 300%! I suppose there must be extraoridinary gains for LionInd. How would you calculate the PE for both these counters with the latest Quarterly results?

BZ

alfred said...

sifu,

KLCI going up like crazy these 2 days... feel like i miss the boat.

do you think it will drop again?
will the 1000 target still possible at this point?

heard u talk abt 916.. whats the event on 916 ? and what other factor in your list that u think could make the rocket heading down again?

please advise sifu... thks!

Samgoss said...

2 alfred n all, missed d boat ? i dont think so... tell me what is d FA reason 4 today rise ? what ?

whether 916 come true or not , ppl will try to minimise their holding b4 916 !

Bear cycle just started since month of March , normally, it will take at least 1 to 2 years time b4 she pass d baton to mr bull.

Political uncertainty is still hanging around, world economy still has no sign of recovery. it is still not time to jump in now..30 points up today is not a sigh of bull , i prefer to stay sideline n bottom fish if XXXXX < 0.40 or KLCI @ 1,000+- ^V^

ees said...

Sam,

Sohu and Sina has lots of "lau liu" 流料 discussions about which share WB propose to buy with USD500mil。

Some forum said WBuffet is targetting中信,some said 张俗... to many like real like fake discussions now.

I;m also confused.

Samgoss said...

Read this statement from one Theory expert " Ah... in the stock market... anything CAN and WILL always happen.A stock like Huann like all other stocks do stand a chance to go up "

Ha ha... of course anything can n will stand a chance to go up..even stock like iris , ligua , ranhill... just like telling me every women still stand a chance to get pregnant , dont u think it sound like telling me my mom is a female ? ka ka ka..

I dont see this theory guy giving any b4 hand pick, no doubt, theory wise he is not bad.. but pratical wise..emmmrrrr..observe yr self lah ^V^

2ess, yes u r right , some r lau liu , but one thing 4 sure, WB is taking this opportunity to buy in some china stocks , i am still finding what stock he is eyeing on..

Still remember he bought in petrochina @ dirt cheap price in year 2004 ?

Those who interested to buy china stocks, if u dont hv ac n channel to buy china stocks, u can open an ac with RHB for foreign stock purchase.

vince said...

SAM,

Does Rhb provide online monitoring for foreign stock like China etc.?

Hows the charges? should be cash settlement right?

Sorry disturb master with so many question.

Just open another account with Maybank, their 'Cash settlement' give minimum charges of RM12 or 0.42% currently got promotion ^V^ only RM8 (minimum or 0.1%.

沙米 said...

I trust XXXXX stock price can go up,like wat Moola said,..in the stock market... anything CAN and WILL always happen.,for sure XXXXX will up,when the time come, cheers.

118 said...

$ifu, seems like "916" is really going 2 happen n parliment will b dissolved, again another GE will b held. Is tis d "Shocking news" u mentioned earlier? If tis happens, what is d impact on KLSE? another 100++ points down? well, $ifu u should hv a forum here 2 discuss tis issue on d countdown of "916".
14 days fr now...

Samgoss said...

Vince 38 , as far as i know, u cant trade online thru rhb,u can instruct them to buy stocks that u wanted , i hv one ac in HK, hence i dont need to go thru RHB, 2 118 , 916 ? fyi info d shocking news that i mentioned is not 916 , i knew it will happen after UMNO election, but d source told me it could be earlier than that..seems like my estimation is more accurate than his...

anyway, it doesnt matter , I am waiting to buy back XXXXXX in time to come , quite sure that KLCI will go further down liao...yah btw..i heard seng bought in some on friday..what happen now seng ? why so quiet today ? never see u mention about yr friday purchases one ? ka ka ka..biasa lah..as tk said, u can only read good news in seng blog, all bad news , seng will hide it under his pillow mah..bukan ?