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CK Hutchison Holdings (1 HK)
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226
Analysis
Industrials
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Hong Kong
CK Hutchison Holdings Limited holds all of the non-property businesses of the Cheung Kong Group and the Hutchison Group, including ports and related services, telecommunications, retail, infrastructure, energy, and movable assets leasing operations.
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CK Hutchison Holdings
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17 Jan 2017 10:24
Cheung Kong Group Confirms Joint Bid for Duet Group, Our Fair Value Estimate Unchanged For Now
As expected, Cheung Kong Infrastructure (1038 HK) , or CKI, and Power Assets Holdings Ltd (6 HK), or PAH, will be jointly bidding for Australian...
Morningstar, Inc.
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208 Views
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bullish
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Thematic (Sector/Industry)
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15 Jan 2017 19:31
China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans
A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...
Control Risks
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183 Views
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bullish
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Thematic (Sector/Industry)
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10 Jan 2017 17:33
DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
Drewry Maritime Financial Research
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255 Views
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bullish
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CK Hutchison Holdings
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09 Jan 2017 23:16
Stefano's Mandarin Is Improving
We have argued in several Insights over the past 18 months that the retail pharmacy sector is evolving into a global business and that a leading US...
Kemp Dolliver, CFA
179 Views
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bearish
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Thematic (Sector/Industry)
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09 Jan 2017 13:17
The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
Charles De Trenck
1.6k Views
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