Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-08
0001.HK [neutral]
CK Hutchison Holdings Limited
+15.99%
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 47.20
Price Target
137.00 (+147%)
Dividend
4.36%
EV/EBITDA
6.36
P/E
25.03
EV/Sales
1.80
Sector
Industrial Conglomerates
Category
value
East 72 Dynasty Trust Portfolio Holding: CK Hutchison Holdings Limited
0001.HK (holding update): Deeply discounted (60%+ to NAV) Asian conglomerate with potential watershed moment. Multiple catalysts: 1) US$23B ports business sale to Blackstone/MSC, 2) improving telecom assets via UK Vodafone merger, 3) strong Watson retail in Europe offsetting China weakness. ThreeEurope offers hidden value despite historical poor returns on US$50B investment.
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