0001.HK stock pitch - 2024-07-01
CK Hutchison (0001.HK): Extreme value at 25% book, <7x P/E, 6.5% yield. Global assets in infrastructure & telecom, mainly Europe. 17% stake in Cenovus Energy worth ~1/3 of market cap. Significant debt. Added on HK weakness. Compelling valuation, uncertain outcome.
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