Added to YB: 2024-09-04
Pitch date: 2024-09-03
1038.HK [neutral]
CK Infrastructure Holdings Limited
+2.99%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.
Company Info
CK Infrastructure Holdings Limited, an infrastructure company, develops, invests in, operates, and commercializes infrastructure businesses in Hong Kong, Mainland China, the United Kingdom, Continental Europe, Australia, New Zealand, Canada, and the United States.
Market Cap
HKD 146.1B
Pitch Price
HKD 53.60
Price Target
N/A
Dividend
4.43%
EV/EBITDA
17.43
P/E
18.04
EV/Sales
26.65
Sector
Electric Utilities
Category
special_situation
CK Infrastructure listing in London: valuation & comparison
1038.HK (pass): UK-focused utility co. preparing London listing. 34% YTD run-up, 18x P/E. Diverse, stable assets in UK, AU, EU, CA, NZ. Solid financials, 47.8% debt/capital. Regulatory risk on returns. Better value via CK Hutchison/Asset. Potential for minority buyouts post-listing.
Read full article (8 min)