凯撒铝业
77.42
+1.58
+2.08%
KALU
09-05 16:00:00(美东时间)
高
77.59
开
75.99
量
70517股
总市值
12.52亿
低
75.83
换
0.44%
额
542.92万
市盈TTM
22.98
分时
5日
日K
周K
月K
季K
年K
MA
BOLL
成交量
MACD
KDJ
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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...
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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
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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
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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
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
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
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
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
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
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
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
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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
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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
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
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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
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
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
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
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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
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