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Li Ka-shing. (Vincent Yu / AP)

Analys: Vad är det Warren Buffett och Li Ka-shing ser?

Två av världens främsta investerare, veteranerna Warren Buffett och Li Ka-shing, har tagit sina pengar från börsen. Bloombergs Shuli Ren frågar sig om jättekassorna i Berkshire Hathaway och CK Hutchison bör tolkas som en förvarning om ett annalkande börsfall.

”Båda har en lång historia av att kliva av vid rätt tillfälle”, skriver hon och fortsätter:

”För investerare är det läge att vara försiktig”.

Shuli Ren pekar bland annat på CK Hutchisons pågående försäljning av hamntillgångar.

”Vad ser han”, skriver hon om Li Ka-shing.

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CK Hutchison Holdings
Wikipedia (en)
CK Hutchison Holdings Limited (Chinese: 長江和記實業有限公司) is a Hong Kong–based and Cayman Islands–registered multinational conglomerate corporation. The company was formed in March 2015 through the merger of Cheung Kong Holdings and its main associate company Hutchison Whampoa. It has four core businesses – ports and related services, retail, infrastructure and telecommunications – which operate in over 50 countries, as well as several other investments around the world.
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Berkshire Hathaway
Wikipedia (en)
Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate starting in 1965 under the management of chairman and CEO Warren Buffett and vice chairman Charlie Munger (from 1978 to 2023). Greg Abel now oversees most of the company's investments and has been named as the successor to Buffett. Buffett personally owns 38.4% of the Class A voting shares of Berkshire Hathaway, representing a 15.1% overall economic interest in the company. The company is often compared to an investment fund; between 1965, when Buffett gained control of the company, and 2023, the company's shareholder returns amounted to a compound annual growth rate (CAGR) of 19.8% compared to a 10.2% CAGR for the S&P 500. However, in the 10 years ending in 2023, Berkshire Hathaway produced a CAGR of 11.8% for shareholders, compared to a 12.0% CAGR for the S&P 500. From 1965 to 2023, the stock price had negative performance in only eleven years. In August 2024, Berkshire Hathaway became the eighth U.S. public company and the first non-technology company to be valued at over $1 trillion on the list of public corporations by market capitalization. Berkshire Hathaway is ranked 5th on the Fortune 500 rankings of the largest United States corporations by total revenue and 9th on the Fortune Global 500. Berkshire is one of the ten largest components of the S&P 500 and is on the list of largest employers in the United States. Its class A shares have the highest per-share price of any public company in the world, reaching $700,000 in August 2024, because the board of directors has historically been opposed to stock splits.
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