凯撒铝业

77.42
+1.58
+2.08%
KALU
 77.59 75.99 70517股总市值 12.52亿
 75.83 0.44% 542.92万市盈TTM 22.98
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微策神机
08-20 22:37  
巴菲特1973年投资凯撒铝业的能源逻辑
1.低估值布局,1973年石油危机爆发后,能源价格暴涨导致铝业生产成本激增(电力成本占比40%),行业盈利承压股价暴跌。巴菲特以4.5倍市盈率买入凯撒铝业,显著低于当时市场估值水平(如“漂亮50”个股市盈率超80倍)。
2.滞胀期的成本传导与毛利扩张,...
@微策神机 :#总是反着思考# #投资防雷宝典# #什么是周期#
周期的思考
周期包括康波,房地产,产能(资本开支),库存,情绪等。具体到不同的周期展示形式也不同(历史上经典的如泸州老窖去库存,东阿阿胶去库存,航运60年大周期,猪周期等)
1、房地产周期,目前处于左侧,L底判断。东方雨虹昨天...
2
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凯撒铝业(KALU)
07-31 04:45  
$凯撒铝业(KALU)$ 8-K Current report, item 5.02 Accession Number: 0000950170-25-100340  Act: 34  Size: 149 KB 网页链接
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凯撒铝业(KALU)
06-13 04:25  
$凯撒铝业(KALU)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0000950170-25-085410  Size: 13 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085466  Size: 7 KB 网页链接
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凯撒铝业(KALU)
08-15 05:05  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-109031  Size: 5 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085465  Size: 6 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085468  Size: 5 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085461  Size: 4 KB 网页链接
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凯撒铝业(KALU)
08-15 05:05  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-109032  Size: 5 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085460  Size: 7 KB 网页链接
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凯撒铝业(KALU)
07-25 05:15  
$凯撒铝业(KALU)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0000950170-25-098410  Act: 34  Size: 17 MB 网页链接
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凯撒铝业(KALU)
08-13 02:05  
$凯撒铝业(KALU)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0000313028-25-000059  Act: 34  Size: 6 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085462  Size: 4 KB 网页链接
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凯撒铝业(KALU)
07-16 04:55  
$凯撒铝业(KALU)$ 8-K Current report, items 8.01 and 9.01 Accession Number: 0000950170-25-095905  Act: 34  Size: 263 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085467  Size: 4 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085464  Size: 4 KB 网页链接
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凯撒铝业(KALU)
06-13 04:35  
$凯撒铝业(KALU)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-085463  Size: 6 KB 网页链接
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凯撒铝业(KALU)
07-24 04:55  
$凯撒铝业(KALU)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0000950170-25-097936  Act: 34  Size: 1 MB 网页链接
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凯撒铝业(KALU)
06-11 04:45  
$凯撒铝业(KALU)$ 8-K Current report, items 5.02, 5.07, and 9.01 Accession Number: 0000950170-25-084391  Act: 34  Size: 211 KB 网页链接