“中国巴菲特”放长线

发布时间:2011-05-24 相关内容来体现了于: 浏览量:
 
Guo Guangchang, chairman and founder of Fosun, China’s largest private conglomerate, wants to be like Warren Buffett.郭广昌——国最大民营公司集困企业主银河集团官网 香港国际(Fosun)的创办人兼监事长——期望能向沃伦•比尔盖茨(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.郭广昌上周四回应银河集团官网 投资项目希腊奢望品控股集团官网Folli Follie的报道时,他在半1天内二度摘引了巴非特的案例,以说明自我意喻将银河集团官网 从属于全家人工艺控股集团官网工司企业改革为属于全家人经常全球战略投资项目工司——好比伯克希尔哈撒韦工司(Berkshire Hathaway)一致。
“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.“彼得林奇重视股权投资的技巧,我经常了解着跟我说过的一下话,”郭广昌对意大利《财经时报》说,并引用了彼得林奇指导者本杰明•格雷厄姆(Benjamin Graham)的格言。“股票市场而短时间内看是选票机,常期看是称量机。”
“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.”“如果而当企业综合考虑加盟一间企业时,而当企业不理股价下跌的长短期变化……而当企业我认为更很重要的是企业的长期性的交换价值。”
Long term to Fosun means “at least 5 years, 10 years or even 20 years”.对银河集团官网 来说 ,长期性是因为着“必须5年、20年,有的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 身的历史上还到不了20年。去年4三岁的郭广昌在1992年与杭州有名气华府北大师范大学的百余校友会共话,以4000人民币 相互开设了银河集团官网 亚太。
Last year, China’s authoritative Hurun Rich list named him the mainland’s 43rd-richest person with a personal fortune of $2.6bn.在我们综合性行榜《胡润百富榜》(Hurun Rich)之前的占据中,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年里,银河集团官网 都已经 成长期为最具實力的我央厂家产品之一,也许多半数东西方人从末据说过这所司。银河集团官网 在台湾开卖,资金加盟研究方向牵涉到医疗机械、房地产、刚铁、煤业和批发零售等,头年实行净利润440亿美金各族货币(合68亿美金),资金加盟组合名字净数值为66亿美金。
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.就在今年,银河集团官网 与国外保德信财富管理(Prudential Financial)携起手来组建一个多只5亿人民币的私下股本基金、期货、现货、微盘。银河集团官网 近几年还延揽了国外前财政支出组织部长盖伦•斯诺(John Snow)就任该机构高管会咨询师。
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.俩位前咨询顾问标识,银河集团官网 带来了了“来华人大门口的钥匙”,的帮助前十强英国国际品牌用华人在部门鼓劢下目前中国的消费大批化提高的创业机会,并让甲乙双方在这类的时候中都挣大钱钱。
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.郭广昌描绘银河集团官网 就是一个“帮到者”。该集團不可能干预对外直接投资厂家的管控。“当我们遵重孩子们管控的追求。”
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.郭广昌表达出来,Folli Follie正是个好典例。这儿希腊销售业集團在中在香港有100家门口店。郭广昌上周末以84100万美元买进了该子公司9.5%的股份权。
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 短期还购得了新古典风格会所(Club Med)快要10%的股本。新古典风格会所都是家国内游玩休闲旅居群体,进度表在5今年年底使国内休闲旅居者成為其2大会员核心。
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.郭广昌戴闭眼镜,人品谦恭。他明晰表现,轻奢极简俱乐部队和Folli Follie都是银河集团官网 对内投资的千年大计中的冰山壹角。
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.他详述了银河集团官网 踏入去悍然回收的规划,方向概率也包括要求银河集团官网 授权委托你们在我国内地发展前景的有很多产品和公司。
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.他表示法,近乎所以一个洋品牌,不知道什么样产业,不知道市场销售原因,唯有融合度银河集团官网 “切合我国生长稳中有进与世界上教育资源,营造更强组装”的营销策略,便有了有机会作为银河集团官网 的交易要求。
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.郭广昌注重,银河集团官网 感学习兴趣的不只仅是浪费先进产品品牌。“从高性价比到中低,中国有各个的的消费层面也都在急剧发展趋势。”
“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.我男朋友:“中低调味品和服装款式在中国大人有很大的增长期升值空间……kfc(KFC)也就是个好示例。”下辖美国的百胜食物投资控股公司(Yum! Brands)的kfc是顶尖中国大人行业市场的外卖快餐厅。
“We will . . . focus on areas we are already familiar with – for example, pharmaceuticals, fashion and tourism.”“大家将……悉心于了解的范畴,如药业、魅力和度假旅游。”
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