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.
中國宏橋股票討論區
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
$中國宏橋(01378.HK)$
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資源股覆盤 ---- 11月30日
鐵礦石新聞:
整體來看,本期全球鐵礦石發運量和國內到港量均繼續有所增加,港口庫存再度累庫,鐵水產量繼續下降但同比水平仍較高。近期發改委等部門聯合加強對鐵礦石監管,政策監管壓力加劇,預計短期鐵礦維持高位震盪走勢。後期繼續關注需求端變化以及海外礦山供應情況。
報價更新:
山證鐵礦石(3047.HK)收盤報港幣22.72,上漲0.8%
累積回報:1周:-2.24% 1月:5.48% 3月:13.88% 6月:47.92% 上市至今:204.97%
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