CK INFRASTRUCTUREに関するコメント

CK Infrastructure Holdings' high P/E ratio is alarming considering its lower projected growth. The anticipated future earnings may not sustain the current positive sentiment, making the present prices appear unreasonable. Investors should tread carefully as this situation threatens the stock's price stability.

Given its status as a mature business with no strong change in return on capital employed, it's unlikely to become a multi-bagger. Market skepticism regarding the strengthening of these trends suggests exploring higher return investments.

Though the company's performance stabilizes, suggesting positivity, a decrease in EPS indicates previous overoptimism. The market return, despite gain, is bearish, indicating lukewarm investor sentiment.

SUMMARY
With the end of Fed rate hikes in sight, we believe this is a good time to revisit HK utilities that offer >5% yields on average. They also offer unique exposure to investors that seek names with geographically diversified earnings (Figure 1). What’s more, these companies have become more active in rationalizing their capital allocations to de-gear their balance sheets and improve shareholder returns, which are ...

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