Professional
Added to YB: 2026-04-27
Pitch date: 2026-04-22
CKHUY [neutral]
CK Hutchison Holdings Limited
+0.77%
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 247.0B
Pitch Price
HKD 64.75
Price Target
N/A
Dividend
3.58%
EV/EBITDA
6.84
P/E
20.86
EV/Sales
2.01
Sector
Industrial Conglomerates
Category
special_situation
Third Avenue Value Fund Portfolio Holding: CK Hutchison Holdings Limited
CKHUY (holding update): UKPN utility sale to Engie for £10.5B vs £5.6B NAV, HKD14.5B gain (~6% mkt cap). Panama seized 2 terminals; filed $2B arbitration (7% mkt cap for 2 of 43 terminals). Seizure may ease path for remaining 41-terminal portfolio sale, highlighting undervaluation as resource conversion continues.
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