CKISF News and Press, CK Infrastructure Holdings Ltd

2024-07-04 11:09:32 ET Summary CK Hutchison Holdings Ltd. trades at an inexpensive valuation both in terms of earnings multiples and relative to its sum of the parts valuation. The company's limited geographic exposure to Greater China makes a "China discount" unwarranted, in my o...

Thesis My personal investing goal is a high-yielding income portfolio that will cover my expenses in retirement. So for my personal portfolio , I look for dividend-paying companies offering a high but sustainable yield with inflation-beating growth potential. With bonds yielding next to n...

Introduction In this issue of the Asian Idea Generator Weekly, I continue to look for the following categories of Asian companies: 1) Companies that are either currently owned by institutional investors or witness significant insider buying/share buybacks; 2) companies that pass stringent ...

CK Hutchison Holdings Ltd. ( CKHUF , CKHUY ) is an industrial conglomerate headquartered in Hong Kong. However, the European market has surpassed the Asian special administrative zone as the group's most important geography. I therefore believe that investors should look at the company differ...

Thesis CK Hutchison ( CKHUY ) ( CKHUF ) posted good overall results for 2017, and it is almost guaranteed to create more value in 2018. While investments in Britain are currently unpopular, CK Hutchison's primary assets in Britain are very stable transmission and distribution systems. In add...