Despite the recent price increase, China Hongqiao Group's muted revenue growth estimates compared to the broader industry make its current P/S ratio seem high. This could put shareholders' investments at risk and potential investors might be paying an unnecessary premium.
China Hongqiao Group's declining ROCE and stagnant capital employed suggest potential margin pressure from competition, casting a shadow on long-term performance. Investors may anticipate a reversal based on past stock performance.
The CEO's modest remuneration compared to peers and potential long-term growth despite weak EPS are noteworthy. However, investors should be aware of 2 warning signs for China Hongqiao Group.
Given the relatively weak revenue growth expectations and the fall in revenue, the current share price backed by the P/S ratio may be vulnerable to a decline. It needs positive changes in revenue growth to justify its current P/S ratio and maintain its stock price.
中国宏桥股票讨论区
DBS: China Hongqiao Group – Downgrade from Buy to Hold Target Price HK$6.00
DBS: China Hongqiao Group – Downgrade from Buy to Hold Target Price HK$6.00 - Alpha Edge Investing
$中国宏桥(01378.HK)$
DBS: Metal/Steel/EV battery Updates (17 Jan): Iron ore price retreated from its recent peak
DBS: Metal/Steel/EV battery Updates (17 Jan): Iron ore price retreated from its recent peak - Alpha Edge Investing
$洛阳钼业(603993.SH)$$紫金矿业(601899.SH)$$中国铝业(601600.SH)$$洛阳钼业(03993.HK)$$紫金矿业(02899.HK)$$中国铝业(02600.HK)$$招金矿业(01818.HK)$$赣锋锂业(01772.HK)$$中国宏桥(01378.HK)$$五矿资源(01208.HK)$$江西铜业股份(00358.HK)$$赣锋锂业(002460.SZ)$
资源股覆盘 ---- 11月30日
铁矿石新闻:
整体来看,本期全球铁矿石发运量和国内到港量均继续有所增加,港口库存再度累库,铁水产量继续下降但同比水平仍较高。近期发改委等部门联合加强对铁矿石监管,政策监管压力加剧,预计短期铁矿维持高位震荡走势。后期继续关注需求端变化以及海外矿山供应情况。
报价更新:
山证铁矿石(3047.HK)收盘报港币22.72,上涨0.8%
累积回报:1周:-2.24% 1月:5.48% 3月:13.88% 6月:47.92% 上市至今:204.97%
香港资源股情况:
近日,原油价格再掀波澜。分析人士表示,多头仍在押注OPEC+会议能够达成统一...
暂无评论