Saturday, January 1, 2011

CIC investment in North America list of decryption: Apple is one of them a grand.

<P> CIC's investment in the United States has always been mysterious. .</ P> <P> 6 月 1 Japan to invest in the SEC report disclosed that the total investment held by two institutional investors PENN WEST ENERGY 10.5% stake in the company. .Its March 19 report to the SEC showed that the investment through a company called TERRIFIC INVESTMENT, a major U.S. energy company AES (AES.NYSE) invested, holding 15.8% shares of the company. .</ P> <P> CIC report also shows that its financial business from the previous equity investment to decentralized investment. .As of December 31, 2009, CIC has 84 listed companies in the U.S. has invested a total investment amount of $ 9,627,000,000. .</ P> <P> hedge fund is also in the cast of the game. .A source close to the vote, told reporters recently the United States will YORK CAPITAL large hedge funds to invest, but the exact amount of investment has not been determined. .</ P> <P> most striking is that the cast will also spread its tentacles into many well-known U.S. companies. .Coca-Cola, Apple, News Corporation, Johnson & Johnson and other well-known multinational companies are investing in its long list of strings. .Shanda, China's Internet companies are also listed. .</ P> <P> investment in energy companies </ P> <P> 2010 年 6 1 May, the SEC submitted to invest in a report classified as a 13G, the investment in the European countries through its wholly owned subsidiary of Luxembourg .Land Breeze II S.à.RL, bought Canada Trust PENN WEST ENERGY 5.2% stake. .Meanwhile, the investment company purchased the PENN WEST 5.3% stake. .</ P> <P> this way, the vote by two institutional investors, held a total of 10.5% PENN WEST ENERGY stake in the company. .</ P> <P> PENN WEST ENERGY TRUST is a Canadian city of Alberta CALARY open up the Trust Fund, primarily through the management and investment subsidiary of a large western Canadian all kinds of oil, gas and other oil and gas resources. .</ P> <P> PENN WEST fund units in the United States publicly traded New York Stock Exchange. .As of June 8, according to transaction data, the value of $ 18.43 per Unit, with a total market capitalization of 7.8 billion. .</ P> <P> According to local media reports in Canada, the investment in the company's investments totaled approximately 12.5 billion U.S. dollars. .In addition to 435 million equity investment, the investment will be involved in the actual project investment - 817 million will vote to PENN WEST's "Peace Valley" oil sands project. .The project covers 96,000 acres, PENN WEST accounted for half of the equity of the project. .</ P> <P> local time on June 8 PENN WEST shareholders meeting, its CEO said the company's investment in the investment will not only bring money, a great deal from China " .strategic "resources - such as Sinopec (8.35,0.08,0.97%), the oil industry, the use of steam deep mining technology, and from the Chinese steel supply. .</ P> <P> This is just the latest disclosure in the investment into a project in North America. .</ P> <P> According to the Investment March 19 this year, the Commission submitted to the U.S. classification 13D report, the investment through a company called TERRIFIC INVESTMENT, a major U.S. energy company AES (AES. NYSE) were .investment. .</ P> <P> data indicate that, TERRIFIC INVESTMENT AES Corporation held a total of 125,468,788 shares. .Meanwhile, the investment held by other institutions 447,555 shares of the same company. .Thus, the total cast vote in AES shares of the company nearly 125.9 million shares, 15.8% of the total share capital. .</ P> <P> as with PENN WEST, AES is also well-known U.S. market, large power and energy companies. .According to the relevant market data, the company for the Dow Jones index and S & P 500 member companies, with a total market capitalization of 7.7 billion, the annual income of 14.9 billion shares, compared with the carrying amounts of assets was only 1.23 times. .</ P> <P> same information, according to the company, called TERRFIC INVESTMENT investment company is a wholly owned subsidiary of the Company, the legal representative of Gao, the CIC's vice chairman. .</ P> <P> the acquisition of shares at the same time, CIC has entered the AES board of directors, the right to appoint one director. .Meanwhile, the investment and AES signed an intent agreement, AES will own 35% of the global wind energy industry of the shares acquired. .AES is currently in the United States, China, Britain, France and Bulgaria have the wind energy industry. .</ P> <P> According to a newspaper reporter contacted the board of directors said AES, AES in the Chinese market is also a very active energy companies. .It may also be put into stocks in a key factor. .</ P> <P> According to the Investment of public information, the acquisition of AES amount of 1.58 billion shares, share price of $ 12.6. .</ P> <P> as of June 8, however, because in May the overall U.S. stock market decline of AES common stock price on the NYSE was only $ 9.7, the investment has occurred in the sum invested nearly 23% of the Fukui .. .</ P> <P> list of companies to invest in the U.S. </ P> <P> addition to the substantial investment of energy companies outside the CIC report shows that since 2009, the vote has been cast from the master before the U.S. financial company shares, .turn distributed investment. .</ P> <P> to vote in this year, according to the February 5 report submitted to the U.S. SEC, as of December 31, 2009, CIC has 84 listed companies in the U.S. has invested a total investment amounting to $ 9,627,000,000 .. .The investment banking industry is over, the insurance industry, energy industry and new energy industry, pharmaceutical, industrial, and consumer brand industry. .</ P> <P> ten largest investment companies, the largest of 40 billion (see table). .Interestingly, in addition to the large U.S. companies, the investment is also small investment in a number of well-known U.S. companies such as Coca Cola, Apple, Johnson & Johnson, etc. (see table). .Even China's online game company Shanda (152 million) and a clothing company American Eagle (339 million). .</ P> <P> addition to the individual outside the company, the investment is the largest index fund investment in the transport category ETF focused on the total as high as 21 billion dollars. .Meanwhile, the investment is still on the gold ETF investment of 1.5 billion U.S. dollars. .</ P> <P> June 8, according to Reuters, CIC deputy general manager, said Jesse Wang, chief risk officer, the company's return on investment in 2009 was 11%. .</ P> <P> But this year, the volatility of the stock market investment losses and fund returns, in May and June as the U.S. and European markets fell by market capitalization, the investment fund lost about 10% of the total. .</ P> <P> said, according to Jesse Wang, CIC portfolio of approximately 25% equities, 18% fixed income, 8.8% for the "inflation hedge" stock, about 9.4% for the hedge fund investment, 7% .private equity, 8.6% in cash, 18.9% for the "special circumstances", there are about 4.3% of the funds invested in other assets, including the expected in the next dollar bonds due in about three years. .</ P> <P> number of large hedge funds to be invested </ P> <P> for investment in listed companies, only the part of investment portfolio. .</ P> <P> "In fact, in the direction of investment and the investment is almost complete." A Wall Street hedge fund investment in the veteran told reporters. .In the past year, he and the cast and the investment managers have access to the SAFE. .</ P> <P> addition to other energy companies, journalists from a mutual fund investment managers here understand that the cast and even the specific inspection tour of the U.S. highway investment, the intention of the stable cash flow to invest in U.S. infrastructure. .</ P> <P> In addition, the most attractive in the vote, or active in the U.S. financial markets hedge funds. .</ P> <P> "CIC has been to invest five to six large U.S. hedge funds. After two years of time, this decision is being gradually carried out." Vote in one pair of those investment decisions are said to understand .. .</ P> <P> reporter understand the transaction from an officer that a person, after the investment decision-making committee in the decision to vote, most recently the United States will YORK CAPITAL large hedge funds to invest, but the specific investment .amount not yet determined. .</ P> <P> YORK Fund currently manages 12.5 to 14.4 billion U.S. dollars in assets, is a large variety of investment strategies of the company. .YORK Fund's long-term performance is very stable, more than a decade YORK fund returns stable at 15% -18% of the year. .</ P> <P> YORK, founder of the fund is almost starting from scratch, by my colleagues here from the investment banking industry to 360 million U.S. dollars started melting, all the way to the management of billions of current assets. .</ P> <P> However, the Fund may invest only in YORK vote for a U.S. hedge fund industry test the water. .</ P> <P> According to market participants pointed out that the well-known U.S. PAULSON funds and to quantify the trade-famous Renaissance Fund, the investment in the cast list, and even may be in the cast has started a real contact. .</ P> <P> However, because hedge fund "voluntary regulation" principles, the investment of the Fund's investments will not be able to get confirmed information on the open market. .</ P> <P> reporter sent to ask the above message several hedge funds, failed to receive a reply before the deadline. .</ P>.

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