Added to YB: 2025-05-21
Pitch date: 2025-04-02
CKHUY [bullish]
CK Hutchison Holdings Limited
+33.61%
current return
Author Info
No bio for this author
Company Info
CK Hutchison Holdings Limited, an investment holding company, primarily operates in ports and related services, retail, infrastructure, and telecommunications businesses in Hong Kong, Mainland China, Europe, Canada, Asia, Australia, and internationally.
Market Cap
HKD 193.6B
Pitch Price
HKD 41.46
Price Target
8.45 (-85%)
Dividend
4.36%
EV/EBITDA
6.36
P/E
25.03
EV/Sales
1.80
Sector
Industrial Conglomerates
Category
value
CK Hutchison Holdings Limited - $CKHUY
CKHUY: HK conglomerate trading at 0.3x P/B, 8x EBITDA with 5% yield. $19B port sale to Blackrock (ex-China) would put co at net cash, but deal now delayed by CCP. Telecom spinoff planned. SOTP with VOD-like telecom valuation implies 50% upside even with 25% conglomerate discount. Risk: deal failure, but still ~30% upside.
Read full article (4 min)