China Railway Construction's falling ROCE and high reliance on short-term creditors are worrisome. These trends, atypical of multi-baggers, suggest investors seeking high returns may find better opportunities elsewhere. The company's reinvestment amid declining returns also casts doubt on its future profitability.
Investors accept low P/E of China Railway Construction, foreseeing future earnings won't provide pleasant surprises, hence no significant share price rise. Analysts' predictions indicate an inferior earnings outlook, implying a less prosperous future for the company.
Diminishing ROCE despite an increase in capital employed, combined with a high liability-to-asset ratio cast doubts on the company's future performance. The stock has also depreciated by 15% in the past five years, reinforcing negative market sentiment.
1. China marks the 10-year anniversary of its Belt and Road Initiative (BRI) in Beijing. The massive global infrastructure development program meant to strengthen the trade and economic ties between China and its neighbors has already cost China more than $1 trillion in the form of direct investments and loans to partner nations. It’s also received its fair share of criticism from Western nations, particularly the US, as a form of...
HopelessChi :
the Chinese is unable to save its own economy. back to covid and back to battling the low consumer spending and etc. the passive mode will trigger the downfall of its internal companies in no time. investor see actions and they don't.
bullrider_21楼主HopelessChi:
China is only now gradually recovering from reopening from the zero- Covid policy. Consumption will return. SOEs will recover. China is having problems because of the U.S. suppression on Chinese companies. While China will grow at 5% this year, U.S. will grow at less than 2%. Don't expect China to help out the U.S. this time like what they did in 2008. The U.S. keeps printing money. Robert Kiyosaki said it will be like toilet paper in the future.
中国铁建股票讨论区
Joint-equity's profit drops 3.1% to 5.16 trillion yuan
Foreign ventures+HK+MO+TW drop 8.7% to 1.62 trillion yuan
Private enterprises +1.6% to 2.002 trillion yuan
$KraneShares中国海外互联网ETF(KWEB.US)$ $恒生中国企业(02828.HK)$ $中国铁建(01186.HK)$ $中国石油股份(00857.HK)$ $百度集团-SW(09888.HK)$ $阿里巴巴-SW(09988.HK)$ $京东集团-SW(09618.HK)$
The massive global infrastructure development program meant to strengthen the trade and economic ties between China and its neighbors has already cost China more than $1 trillion in the form of direct investments and loans to partner nations. It’s also received its fair share of criticism from Western nations, particularly the US, as a form of...
Reviving the SOE sector
$道琼斯指数(.DJI.US)$ $标普500指数(.SPX.US)$ $纳斯达克综合指数(.IXIC.US)$ $恒生指数(800000.HK)$ $沪深300(000300.SH)$ $中国石油股份(00857.HK)$ $中国移动(00941.HK)$ $BOC 20USDPREF(04619.HK)$ $中国铁建(601186.SH)$ $小米集团-W(01810.HK)$ $美团-W(03690.HK)$ $辉立香港新股(02835.HK)$ $阿里巴巴(BABA.US)$ $阿里巴巴-SW(09988.HK)$ $腾讯控股(00700.HK)$ $腾讯控股(ADR)(TCEHY.US)$ $百度(BIDU.US)$ $百度集团-SW(09888.HK)$ $京东(JD.US)$ $比亚迪股份(01211.HK)$ $BYD Co.(BYDDF.US)$ $永科(AWX.SG)$ $常青石油及天然气(T13.SG)$ $精砺(NO4.SG)$ $天然煤矿集团(RE4.SG)$ $金光能源与资源(AUE.SG)$
今日,港股午后现快速拉升行情,恒指、国指午后维持涨势,收盘分别上涨0.42%和0.32%,恒生科技指数表现较弱下跌0.26%。南下资金全日净流入14.97亿港元,大市成交额为970亿港元。
盘面上,大型科技股涨跌不一, $快手-W(01024.HK)$ 涨超1%, $小米集团-W(01810.HK)$ 、 $美团-W(03690.HK)$ 小幅上涨, $阿里巴巴-SW(09988.HK)$ 、 $百度集团-SW(09888.HK)$ 跌近2%;险企首季一季报业绩大增,内险股全天强势领涨,中国平安绩后劲升9%表现十分亮眼;大型基建股拉升明显,中字头股表现较佳,军工股、黄金股、特斯拉概念股、香港本地银行股多数走俏。另一方面,半导体股、建材水泥股延续跌势...
今日,连续下跌的港股迎来反弹行情, $恒生科技指数(800700.HK)$ 午后一度涨至2.6%,最终收涨1.25%止步6连跌, $恒生指数(800000.HK)$ 、 $国企指数(800100.HK)$ 分别上涨0.71%和0.8%。南下资金全日净流入28.42亿港元,大市成交额为978亿港元。
盘面上,大型科技股全线反弹引领大市回升, $快手-W(01024.HK)$ 涨5.5%, $腾讯控股(00700.HK)$ 涨2.9%, $京东集团-SW(09618.HK)$ 涨2.56%, $美团-W(03690.HK)$ , $小米集团-W(01810.HK)$ 皆上涨, $网易-S(09999.HK)$ 逆势下跌近2%%;
机构认为电力供需紧张形势加剧,电力股全天领衔上涨,华能国际电力涨约8%;连续下跌的锂电池...
港股全天维持窄幅震荡行情,市场情绪总体趋于平稳。 $恒生指数(800000.HK)$ 、 $国企指数(800100.HK)$ 分别涨0.14%和0.09%, $恒生科技指数(800700.HK)$ 小幅下跌0.09%,三者全天振幅在1%以内。南下资金全日净流出25.22亿港元,大市成交额为1015亿港元。
盘面上,大型科技股涨跌各异, $美团-W(03690.HK)$ 涨3.5%, $网易-S(09999.HK)$ 、 $小米集团-W(01810.HK)$ 小幅上涨, $快手-W(01024.HK)$ 跌超5%, $京东集团-SW(09618.HK)$ 、 $阿里巴巴-SW(09988.HK)$ 走低;行业利好不断,半导体股表现活跃, $中芯国际(00981.HK)$ 续创阶段高价;高铁基建股崛起,中字头股表现抢眼,中兴通...
$KraneShares中国海外互联网ETF(KWEB.US)$ $恒生中国企业(02828.HK)$ $碧桂园(02007.HK)$ $碧桂园服务(06098.HK)$ $中国铁建(01186.HK)$ $阿里巴巴-SW(09988.HK)$ $京东集团-SW(09618.HK)$ $MSCI中国非必需消费ETF-Global X(CHIQ.US)$
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