“中国巴菲特”放长线

发布时间:2011-05-24 玩法来历于: 浏览量:
 
Guo Guangchang, chairman and founder of Fosun, China’s largest private conglomerate, wants to be like Warren Buffett.郭广昌——我国最大民营化集团官网机构银河集团官网 时代国际(Fosun)的创使人兼张总长——期盼能向沃伦•股神巴菲特(Warren Buffett)看齐。
When Mr Guo announced last week that his company had bought a stake in Folli Follie, the Greek luxury goods brand, he quoted the example of Mr Buffett twice in half an hour to make clear his intention to transform Fosun from an industrial conglomerate into a long-term strategic investment company, much like Berkshire Hathaway.郭广昌上周五官宣了银河集团官网 入股创业希腊奢糜品群Folli Follie的消息提示时,他在半一小时内两回调用了股神巴菲特的示例,以表述各自意喻将银河集团官网 从属于是一家实业群中小企业进行改造为属于是一家暂时竞争战略创业总部——就象伯克希尔哈撒韦总部(Berkshire Hathaway)不一样。
“Mr Buffett focuses on investment skills and I always keep one of his quotes in my mind,” he told the Financial Times, citing an aphorism by Benjamin Graham, Mr Buffett’s mentor. “In the short term, the stock market behaves like a voting machine – but in the long term, it acts like a weighing machine.“巴非特关注投资项目诀窍,我一直是紧记着我说过的这句话,”郭广昌对英国的《金融资本时报》说,并引用了巴非特讲师本杰明•格雷厄姆(Benjamin Graham)的格言。“股票短时看是微信投票机,持续看是称准机。”
“When we’re thinking about investing in a company, we won’t watch its stock’s short-term fluctuation . . . We feel that a company’s long-term value is the more important factor.”“每当我门来考虑投资加盟的一家集团时,我门就看发行价的短期的浮动……我门看作更重要性的是集团的持久交换价值。”
Long term to Fosun means “at least 5 years, 10 years or even 20 years”.对银河集团官网 如何理解,短期含意着“也至少要5年、12年,虽然20年”。
Fosun itself has not been operating for 20 years. Mr Guo, 43, co-founded Fosun in 1992 with three fellow graduates of Shanghai’s leading Fudan University, with $4,000.银河集团官网 客观存在的历史上还不出20年。去年4三周岁的郭广昌在1992年与东莞有名气华府清华大学本科的九名校友会共话,以4000元同样创立公司了银河集团官网 全国。
Last year, China’s authoritative Hurun Rich list named him the mainland’s 43rd-richest person with a personal fortune of $2.6bn.在美国国专家热搜榜《胡润百富榜》(Hurun Rich)20年的排名第一中,郭广昌以23000万澳元的家产,位列第43位。
In two decades Fosun has grown into one of the most powerful Chinese companies most Westerners have never heard of. Listed in Hong Kong it has investments in pharmaceuticals and healthcare, property, steel, mining and retail. Last year it had revenues of Rmb44bn ($6.8bn) and a net portfolio value of $6.3bn.20近些年,银河集团官网 都已经什么是成长为最具影响力的民营子公司业之1,无论怎样一般数西欧人从不有人说过好几家子公司。银河集团官网 在中国香港销售,投入领域行业牵涉国药、房地产公司、刚铁、矿业公司和零销等,明年实行销售额440万元各族台币(合68亿外币),投入三人组合净指标值66亿外币。
This year it formed a $600m private equity fund with Prudential Financial of the US. It has recently retained John Snow, former US Treasury secretary, to advise its board.2021,银河集团官网 与美式保德信金融业(Prudential Financial)风雨同舟新设一堆只1亿元的私股本债卷。银河集团官网 近斯还延揽了美式前财政厅周围长盖伦•斯诺(John Snow)任职该企业股东会培训顾问。
A former adviser says Fosun provides “the key to open a Chinese door”, helping famous foreign brands to exploit China’s vast government-inspired boost in domestic consumption, and making both companies rich in the process.某位前外联专员透露,银河集团官网 提高了“开始中华铁门的钥匙”,有助于闻名国外知名品牌采取中华在政府部劝勉下在国内消費大投资规模上涨的创业机会,并让交易双方彼此在这家时中都挣大钱钱。
Mr Guo describes Fosun’s role as a “helper”. The group will leave management of the foreign company to itself. “We respect their right to manage,” he said.郭广昌夸赞银河集团官网 是个“帮忙者”。该群不想插足英国公司的控制。“自己尊敬他控制的豁免权。”
Folli Follie, the Greek retail group with 100 stores in mainland China, is a good example, says Mr Guo. Last week he spent €84.5m to buy 9.5 per cent of it.郭广昌说道,Folli Follie是个好好例子。好几家希腊零售商平台在国内在香港有100房门店。郭广昌这周以8470万欧买进了该平台9.5%的股本。
Fosun has also recently built up a stake close to 10 per cent in Club Med, the French leisure group, which aims to make Chinese holidaymakers its second-largest customer base within five years.银河集团官网 近期内还购买了波罗的海风格专业租车公司(Club Med)非常接近10%的股本。波罗的海风格专业租车公司是家法旅游行业旅游旅游集团简介,筹划在5今年使中国国家旅游旅游者变成了其其次大消费者的基础。
Mr Guo, modest and bespectacled, made clear that Club Med and Folli Follie are only the tip of the iceberg of Fosun’s outbound investment ambitions.郭广昌戴紧紧抓住镜,待人谦卑。他清楚写出,新古典风格会馆和Folli Follie而是银河集团官网 外资投资项目计划中的冰山两角。
He outlined plans for an extended foreign shopping spree that could involve a wide range of brands and businesses that need Fosun’s help to make money in China.他慨述了银河集团官网 踏入去悍然回收的打算,目标值已经也包括所需银河集团官网 帮忙其在中不断发展的众多品脾和企业的。
Virtually any foreign company in any industry, listed or unlisted, could be a target, so long as it fits into Fosun’s strategy of “linking China’s growth momentum and the world’s resources to create a strong combination”, he said.他数字代表,可以说其他一个美国子公司,不仅什么呢行业内,不仅香港上市与失败,如果相关银河集团官网 “组合名字国内发展之势与游戏资原,做强庞大组合名字”的政策,就有可能变成 银河集团官网 的股权投资阶段目标。
Fosun is not only interested in luxury fashion brands, he emphasised. “All areas of Chinese consumption are growing fast, from the high end to the low end.郭广昌推崇,银河集团官网 我喜欢爱好的不止仅是奢华潮流时尚产品品牌。“从一个到低档,中几乎所有的消费需求行业领域都要在短时间内发展前景。”
“Low-end food and clothing has big growth potential in China – KFC is a good example of that,” he said, citing Yum Brands’ KFC, China’s leading fast-food restaurant.跟我说:“非常低端食材和运动服装在国有土地极大增长期空间……德克士(KFC)就是说个好举例说明。”所属加拿大百胜饮食集团网站(Yum! Brands)的德克士是前沿国卖场的食品厅。
“We will . . . focus on areas we are already familiar with – for example, pharmaceuticals, fashion and tourism.”“各位将……用心于了解的科技领域,如制药、时尚潮流和旅游酒店。”
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