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スレ主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.
中国鉄建に関するコメント
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
$KraneShares CSI China Internet ETF(KWEB.US)$ $Hang Seng H-Share Index ETF(02828.HK)$ $中国鉄建(01186.HK)$ $中国石油天然気(00857.HK)$ $BIDU-SW(09888.HK)$ $阿里巴巴集団(09988.HK)$ $京東(09618.HK)$
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
$NYダウ(.DJI.US)$ $S&P 500 Index(.SPX.US)$ $Nasdaq Composite Index(.IXIC.US)$ $Hang Seng Index(800000.HK)$ $CSI 300 Index(000300.SH)$ $中国石油天然気(00857.HK)$ $中国移動(00941.HK)$ $Bank of China(04619.HK)$ $China Railway Construction Corporation(601186.SH)$ $小米集団(01810.HK)$ $美団点評(03690.HK)$ $Phillip HK Newly Listed Equities Index ETF(02835.HK)$ $アリババ・グループ・ホールディング(BABA.US)$ $阿里巴巴集団(09988.HK)$ $テンセント(00700.HK)$ $テンセント(TCEHY.US)$ $バイドゥ(BIDU.US)$ $BIDU-SW(09888.HK)$ $JD.COM(京東商城)(JD.US)$ $BYD(01211.HK)$ $BYD Co.(BYDDF.US)$ $AEM SGD(AWX.SG)$ $RH PetroGas(T13.SG)$ $Dyna-Mac(NO4.SG)$ $Geo Energy Res(RE4.SG)$ $Golden Energy(AUE.SG)$
$KraneShares CSI China Internet ETF(KWEB.US)$ $Hang Seng H-Share Index ETF(02828.HK)$ $碧桂園(02007.HK)$ $碧桂園(06098.HK)$ $中国鉄建(01186.HK)$ $阿里巴巴集団(09988.HK)$ $京東(09618.HK)$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$
Trading is a path of losses.
If you know what you’re doing, you’ll make sure to reap small losses.
But sometimes unfortunate events will cause you to take bigger losses.
If you’re any good enough at this game, you’ll make money in spite of that.
$カンディ テクノロジーズ グループ(KNDI.US)$ $サンダイアル(SNDL.US)$ $オーガニグラム ホールディングス(OGI.US)$ $中国鉄建(01186.HK)$ $シプリス ソリューション(SYPR.US)$ $Cellectar Biosciences Inc(CLRBZ.US)$
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