Added to YB: 2025-10-10
Pitch date: 2025-10-07
0001.HK [neutral]
CK Hutchison Holdings Limited
+9.38%
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 50.65
Price Target
N/A
Dividend
4.36%
EV/EBITDA
6.36
P/E
25.03
EV/Sales
1.80
Sector
Industrial Conglomerates
Category
value
Oldfield Partners Overstone Global Large Cap Portfolio Holding: CK Hutchison Holdings Limited
0001.HK (holding update): Trades at 8x forward P/E, 0.4x P/B despite diversified portfolio across retail (75% Watson stake), ports, telecoms (European 3 Group), infrastructure, energy (16% Cenovus). Market cap equals just listed investments (~35% of gross assets), implying zero value for unlisted biz. Mgmt unlocking value via UK telecom merger, HKD148bn ports sale.
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