Added to YB: 2026-08-18
Pitch date: 2026-08-15
0001.HK [bullish]
CK Hutchison Holdings Limited
+0.07%
current return
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the newsletter.
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 268.3B
Pitch Price
HKD 70.05
Price Target
95.00 (+36%)
Dividend
3.30%
EV/EBITDA
5.98
P/E
7.06
EV/Sales
1.94
Sector
Industrial Conglomerates
Category
value
CK Hutchison Holdings ($0001.HK)
0001.HK: HK conglomerate (Li family 30.4%) at HK$70, +45% since prior HK$48 call. SOTP ~HK$144/share, ~51% discount. Catalysts: ports sale to BlackRock/MSC (~11x EBITDA), Watsons IPO, Italian telecoms divestment. Panama seized PPC ports (~US$2B claim). Cenovus +124% added HK$10.50/sh. Target discount closure to 35% = HK$90-95, ~35% upside 12mo. Potential HK$52/sh net cash + HK$32/sh CKI distribution.
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