Added to YB: 2024-07-03
Pitch date: 2024-07-01
0001.HK [bullish]
CK Hutchison Holdings Limited
+59.92%
current return
Author Info
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 34.64
Price Target
N/A
Dividend
4.36%
EV/EBITDA
6.36
P/E
25.03
EV/Sales
1.80
Sector
Industrial Conglomerates
Category
value
Superfluous Value: H1 2024 Portfolio Review - CK Hutchison Holdings Limited
CK Hutchison (0001.HK): Extreme value at 25% book, <7x P/E, 6.5% yield. Global assets in infrastructure & telecom, mainly Europe. 17% stake in Cenovus Energy worth ~1/3 of market cap. Significant debt. Added on HK weakness. Compelling valuation, uncertain outcome.
Read full article (1 min)