fongj
2021-07-13
Good return!
Temasek Posts 25% Return, Most in 11 Years on Equities Rally<blockquote>淡马锡股价上涨25%,创11年来最高回报率</blockquote>
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Since then, equity markets have breached record highs as major economies start to re-open.</p><p><blockquote>截至3月31日的财年增长了25%,标志着与上一年相比的转变,当时淡马锡报告称,在疫情引发市场崩溃后,淡马锡股价下跌2.3%。此后,随着主要经济体开始重新开放,股市突破了历史新高。</blockquote></p><p> “We expect the global economy to recover steadily,” said Temasek International Managing Director Fock Wai Hoong, adding that the pace of recovery was uneven thanks to differing vaccine rollouts. “In addition, uncertainty remains around the virulence of new Covid-19 variants and there’s added geopolitical uncertainty as tensions continue between China and the U.S.”</p><p><blockquote>淡马锡国际董事总经理Fock Wai Hoong表示:“我们预计全球经济将稳步复苏。”他补充说,由于疫苗推出的不同,复苏的步伐并不均衡。“此外,新的Covid-19变种的毒力仍然存在不确定性,而且随着中美之间的紧张局势持续,地缘政治的不确定性也增加了。”</blockquote></p><p> Temasek joins other global funds and investors posting outsized gains as economies recover from the deep recessions of 2020. Japan’s Government Pension Investment Fund booked a record 25% return on its investments for the year ended in March, while a Kuwaiti sovereign savings fund had a 33% gain over the same period.</p><p><blockquote>随着经济从2020年的严重衰退中复苏,淡马锡与其他全球基金和投资者一起取得了巨大收益。截至3月份,日本政府养老金投资基金的投资回报率达到创纪录的25%,而科威特主权储蓄基金同期的投资回报率为33%。</blockquote></p><p> Temasek’s net portfolio value stands at S$381 billion ($282 billion), up from S$306 billion a year earlier. China remains its biggest market with investments making up 27% of the portfolio, followed by Singapore at 24%. The Americas accounted for the largest share of new investments during the year, and now make up 20% of the portfolio. The firm’s 10-year annualized return rose to 7%.</p><p><blockquote>淡马锡的投资组合净值为3810亿新元(2820亿美元),高于去年同期的3060亿新元。中国仍然是其最大的市场,投资占投资组合的27%,其次是新加坡,占24%。美洲在这一年的新投资中占最大份额,目前占投资组合的20%。该公司的10年年化回报率升至7%。</blockquote></p><p> “Last year because we have a March cycle, markets were down at the time, they’re in a better place now, so the public portfolio has done well,” Temasek International joint head of North America Mukul Chawla said. “But so have a number of our private companies,” as a number of those have benefited from public listings.</p><p><blockquote>淡马锡国际北美联席主管Mukul Chawla表示:“去年,因为我们有一个三月周期,当时市场下跌,但现在情况更好,因此公共投资组合表现良好。”“但我们的许多私营公司也是如此”,因为其中许多公司从公开上市中受益。</blockquote></p><p> The improved performance comes despite several of Temasek’s best-known investments facing substantial hurdles. It’s had to buy billions of dollars worth of Singapore Airlines Ltd.’s convertible bonds amid a plunge in travel that led to a record loss of $3.2 billion last year. Still, the airline’s shares rebounded 37% in Temasek’s fiscal year.</p><p><blockquote>尽管淡马锡几项最知名的投资面临重大障碍,但业绩仍有所改善。由于去年旅游业暴跌导致创纪录的32亿美元损失,该公司不得不购买价值数十亿美元的新加坡航空有限公司可转换债券。尽管如此,该航空公司的股价在淡马锡财年仍反弹了37%。</blockquote></p><p> Temasek also faces headwinds in China, where it’s focused on technology, fintech and wealth management. An expected windfall from its backing of Ant Group Co. failed to materialize when its listing was halted in November.</p><p><blockquote>淡马锡在中国也面临着阻力,该公司专注于科技、金融科技和财富管理。当蚂蚁集团公司于11月停止上市时,其支持的预期意外之财未能实现。</blockquote></p><p> Temasek is also an investor in ride-hailing app Didi Global Inc., which saw its share price plummet days after it listed in New York when Chinese regulators ordered it off local app stores.</p><p><blockquote>淡马锡也是网约车应用滴滴出行的投资者,该公司在纽约上市几天后股价暴跌,原因是中国监管机构下令其下架当地应用商店。</blockquote></p><p> Investments in financial services including BlackRock Inc. and Visa Inc. now represent 24% of the portfolio, up from 23% in 2020, followed by telecommunications, media and technology businesses at 21%. Unlisted deals, which made up 48% of assets last year, now stand at 45%.</p><p><blockquote>包括贝莱德公司和Visa Inc.在内的金融服务投资目前占投资组合的24%,高于2020年的23%,其次是电信、媒体和技术业务,占21%。去年非上市交易占资产的48%,现在占45%。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Temasek Posts 25% Return, Most in 11 Years on Equities Rally<blockquote>淡马锡股价上涨25%,创11年来最高回报率</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTemasek Posts 25% Return, Most in 11 Years on Equities Rally<blockquote>淡马锡股价上涨25%,创11年来最高回报率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-13 17:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Temasek Holdings Pte posted its biggest annual return since 2010 after the Singapore state investor benefited from a rally in global equities.</p><p><blockquote>(彭博)——淡马锡控股私人有限公司公布了自2010年以来最大的年度回报,此前这家新加坡国有投资者受益于全球股市的反弹。</blockquote></p><p> The 25% gain for the fiscal year ended March 31 marks a turnaround from the previous year, when Temasek reported a 2.3% drop after the pandemic triggered a market meltdown. Since then, equity markets have breached record highs as major economies start to re-open.</p><p><blockquote>截至3月31日的财年增长了25%,标志着与上一年相比的转变,当时淡马锡报告称,在疫情引发市场崩溃后,淡马锡股价下跌2.3%。此后,随着主要经济体开始重新开放,股市突破了历史新高。</blockquote></p><p> “We expect the global economy to recover steadily,” said Temasek International Managing Director Fock Wai Hoong, adding that the pace of recovery was uneven thanks to differing vaccine rollouts. “In addition, uncertainty remains around the virulence of new Covid-19 variants and there’s added geopolitical uncertainty as tensions continue between China and the U.S.”</p><p><blockquote>淡马锡国际董事总经理Fock Wai Hoong表示:“我们预计全球经济将稳步复苏。”他补充说,由于疫苗推出的不同,复苏的步伐并不均衡。“此外,新的Covid-19变种的毒力仍然存在不确定性,而且随着中美之间的紧张局势持续,地缘政治的不确定性也增加了。”</blockquote></p><p> Temasek joins other global funds and investors posting outsized gains as economies recover from the deep recessions of 2020. Japan’s Government Pension Investment Fund booked a record 25% return on its investments for the year ended in March, while a Kuwaiti sovereign savings fund had a 33% gain over the same period.</p><p><blockquote>随着经济从2020年的严重衰退中复苏,淡马锡与其他全球基金和投资者一起取得了巨大收益。截至3月份,日本政府养老金投资基金的投资回报率达到创纪录的25%,而科威特主权储蓄基金同期的投资回报率为33%。</blockquote></p><p> Temasek’s net portfolio value stands at S$381 billion ($282 billion), up from S$306 billion a year earlier. China remains its biggest market with investments making up 27% of the portfolio, followed by Singapore at 24%. The Americas accounted for the largest share of new investments during the year, and now make up 20% of the portfolio. The firm’s 10-year annualized return rose to 7%.</p><p><blockquote>淡马锡的投资组合净值为3810亿新元(2820亿美元),高于去年同期的3060亿新元。中国仍然是其最大的市场,投资占投资组合的27%,其次是新加坡,占24%。美洲在这一年的新投资中占最大份额,目前占投资组合的20%。该公司的10年年化回报率升至7%。</blockquote></p><p> “Last year because we have a March cycle, markets were down at the time, they’re in a better place now, so the public portfolio has done well,” Temasek International joint head of North America Mukul Chawla said. “But so have a number of our private companies,” as a number of those have benefited from public listings.</p><p><blockquote>淡马锡国际北美联席主管Mukul Chawla表示:“去年,因为我们有一个三月周期,当时市场下跌,但现在情况更好,因此公共投资组合表现良好。”“但我们的许多私营公司也是如此”,因为其中许多公司从公开上市中受益。</blockquote></p><p> The improved performance comes despite several of Temasek’s best-known investments facing substantial hurdles. It’s had to buy billions of dollars worth of Singapore Airlines Ltd.’s convertible bonds amid a plunge in travel that led to a record loss of $3.2 billion last year. Still, the airline’s shares rebounded 37% in Temasek’s fiscal year.</p><p><blockquote>尽管淡马锡几项最知名的投资面临重大障碍,但业绩仍有所改善。由于去年旅游业暴跌导致创纪录的32亿美元损失,该公司不得不购买价值数十亿美元的新加坡航空有限公司可转换债券。尽管如此,该航空公司的股价在淡马锡财年仍反弹了37%。</blockquote></p><p> Temasek also faces headwinds in China, where it’s focused on technology, fintech and wealth management. An expected windfall from its backing of Ant Group Co. failed to materialize when its listing was halted in November.</p><p><blockquote>淡马锡在中国也面临着阻力,该公司专注于科技、金融科技和财富管理。当蚂蚁集团公司于11月停止上市时,其支持的预期意外之财未能实现。</blockquote></p><p> Temasek is also an investor in ride-hailing app Didi Global Inc., which saw its share price plummet days after it listed in New York when Chinese regulators ordered it off local app stores.</p><p><blockquote>淡马锡也是网约车应用滴滴出行的投资者,该公司在纽约上市几天后股价暴跌,原因是中国监管机构下令其下架当地应用商店。</blockquote></p><p> Investments in financial services including BlackRock Inc. and Visa Inc. now represent 24% of the portfolio, up from 23% in 2020, followed by telecommunications, media and technology businesses at 21%. Unlisted deals, which made up 48% of assets last year, now stand at 45%.</p><p><blockquote>包括贝莱德公司和Visa Inc.在内的金融服务投资目前占投资组合的24%,高于2020年的23%,其次是电信、媒体和技术业务,占21%。去年非上市交易占资产的48%,现在占45%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/temasek-posts-25-return-most-070000337.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://finance.yahoo.com/news/temasek-posts-25-return-most-070000337.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177300400","content_text":"(Bloomberg) -- Temasek Holdings Pte posted its biggest annual return since 2010 after the Singapore state investor benefited from a rally in global equities.\nThe 25% gain for the fiscal year ended March 31 marks a turnaround from the previous year, when Temasek reported a 2.3% drop after the pandemic triggered a market meltdown. Since then, equity markets have breached record highs as major economies start to re-open.\n“We expect the global economy to recover steadily,” said Temasek International Managing Director Fock Wai Hoong, adding that the pace of recovery was uneven thanks to differing vaccine rollouts. “In addition, uncertainty remains around the virulence of new Covid-19 variants and there’s added geopolitical uncertainty as tensions continue between China and the U.S.”\nTemasek joins other global funds and investors posting outsized gains as economies recover from the deep recessions of 2020. Japan’s Government Pension Investment Fund booked a record 25% return on its investments for the year ended in March, while a Kuwaiti sovereign savings fund had a 33% gain over the same period.\nTemasek’s net portfolio value stands at S$381 billion ($282 billion), up from S$306 billion a year earlier. China remains its biggest market with investments making up 27% of the portfolio, followed by Singapore at 24%. The Americas accounted for the largest share of new investments during the year, and now make up 20% of the portfolio. The firm’s 10-year annualized return rose to 7%.\n“Last year because we have a March cycle, markets were down at the time, they’re in a better place now, so the public portfolio has done well,” Temasek International joint head of North America Mukul Chawla said. “But so have a number of our private companies,” as a number of those have benefited from public listings.\nThe improved performance comes despite several of Temasek’s best-known investments facing substantial hurdles. It’s had to buy billions of dollars worth of Singapore Airlines Ltd.’s convertible bonds amid a plunge in travel that led to a record loss of $3.2 billion last year. Still, the airline’s shares rebounded 37% in Temasek’s fiscal year.\nTemasek also faces headwinds in China, where it’s focused on technology, fintech and wealth management. An expected windfall from its backing of Ant Group Co. failed to materialize when its listing was halted in November.\nTemasek is also an investor in ride-hailing app Didi Global Inc., which saw its share price plummet days after it listed in New York when Chinese regulators ordered it off local app stores.\nInvestments in financial services including BlackRock Inc. and Visa Inc. now represent 24% of the portfolio, up from 23% in 2020, followed by telecommunications, media and technology businesses at 21%. Unlisted deals, which made up 48% of assets last year, now stand at 45%.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1307,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/142733993"}
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