CKHUY News and Press, CK Hutchison Holdings Ltd ADR From 03/19/21

CK Hutchison Holdings Limited (CKHUY) Q4 2020 Earnings Conference Call March 18, 2021 05:00 AM ET Company Participants Hans Leung - Senior Manager of Corporate Communication Canning Fok - Group Co-Managing Director Frank Sixt - Group Finance Director and Deputy Managing Director Dominic Lai -...

The following slide deck was published by CK Hutchison Holdings Limited in conjunction with their 2020 Q4 earnings call. For further details see: CK Hutchison Holdings Limited 2020 Q4 - Results - Earnings Call Presentation

Southeastern’s 13F portfolio value increased from $3.88B to $4.48B this quarter. The number of positions decreased from 28 to 25. Southeastern Asset Management added Douglas Emmett while dropping Univar Solutions during the quarter. The top three positions are Lumen Technol...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

Third Avenue Management LLC offers its services to private and institutional clients and is partially owned by Affiliated Managers Group, a publicly-traded asset management firm holding company. For the three months ended December 31st, 2020, the Third Avenue Value Fund returned 35.84...

CK Hutchison recently announced that it is selling certain tower assets for EUR10 billion, which is equivalent to 44% and 15% of its market capitalization and enterprise value, respectively. CK Hutchison has multiple options to allocate its cash proceeds from the divestment of its tow...

Southeastern's 13F portfolio value decreased from $4B to $3.88B this quarter. The number of positions remained steady at 28. Southeastern Asset Management added MGM Resorts and Everest RE while dropping Carrier Global, Alphabet, and Viasat. The top three positions are Lumen Techno...

For over 25 years, Third Avenue Management has consistently pursued a fundamental, bottom-up approach to deep value and distressed investing. Third Avenue Management manages assets across three core strategies Value, Small-Cap and Real Estate. For the three months ended September 30th...

Interim results affected by the pandemic, but should return to pre-COVID levels next year. Extremely low P/E of just 4.5 with a dividend yield of more than 6%. Although not without risk, probabilities of higher share price look favorable. P/NAV of only 0.39. For further ...

This article is part of a series that provides an ongoing analysis of the changes made to Southeastern Asset Management’s 13F portfolio on a quarterly basis. It is based on Southeastern’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Mason Hawkins’ ...