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.
China Railway Construction Corporation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
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