from: http://blogs.reuters.com/2007/09/12/daily-briefing-alcoa-buffett-selling-china/

Alcoa, the world’s top aluminum maker, is selling its entire stake in Aluminum Corp of China for up to $2 billion, reaping a potential profit on its investment of as much as $1.9 billion. Alcoa will sell 700 million shares, with an option to increase the number to 884.2 million shares, at between HK$17.26 and HK$18.27 per share. That’s a discount of between 10.4 percent and 15.4 percent to the stock’s closing price of HK$20.40 on Wednesday. Goldman Sachs is handling the deal. (Alcoa’s chairman and CEO Alain Belda pictured left)

Warren Buffett’s Berkshire Hathaway shed another chunk of its stake in top Chinese oil producer PetroChina, selling about 92.66 million shares in late August for $136 million. The sale cuts Berkshire’s holding of PetroChina’s freely tradable shares to 9.72 percent, or 2.05 billion shares, from 10.16 percent. PetroChina’s share price has risen about 35 percent over the past year on high oil prices and vigorous Chinese demand, although domestic rivals CNOOC and Sinopec have seen stock price rises of 56.5 and 76.5 percent over the same period.

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Alcoa and Warren Buffett are selling Chinese stocks listed in Hong Kong as investors on the mainland await government clearance to buy them for the first time. The timing can't be mere coincidence.

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继“股神”巴菲特减持中石油（0857.HK）之后，中国铝业（2600.HK）和蒙牛乳业（2319.HK）也相继传出股东减持消息。市场消息称，蒙牛 乳业机构投资者计划以每股30港元～30.3港元配售1780万旧股，涉及资金最多达5.4亿港元。而在此之前，巴菲特已经宣布减持9265.8万股中石 油套现逾10亿港元；中国铝业则传出遭策略股东美国铝业最多配售8.84208亿股股份，套现超过150亿港元。中资股一连串的配售消息也令相关股份表现 欠佳，中石油跌0.352%，中铝跌8.529%，蒙牛跌1.893%，国企指数全日收跌11点，报14438点。

据香港联交所披露的权益资料显示，国内最大航运企业中国远洋(1919.HK)日前再次遭遇策略股东新加坡淡马锡减持，成为近期继中国铝业(2600.HK)、中石油(0857.HK)及蒙牛乳业(2319.HK)之后又一只被外资减持股份。

过去两周，被外资减持的中资股份总值接近185亿港元。http://business.sohu.com/20070918/n252211029.shtml

外资减持H股 动机不同但信号作用不可小觑