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UBS Raises CKH HOLDINGS TP to HKD101, Maintains Buy Rating
2026-07-10 15:33:19
The value of CKH HOLDINGS (00001.HK)'s ports, infrastructure and telecom assets has ascended by a total of 25% since 2023, while a recent series of asset disposals has also validated the company's discipline in portfolio management, UBS said in a research report, foreseeing there will be more potential opportunities ahead.

The broker noted that if CKH HOLDINGS stops disposing of assets, its FCF growth rate for 2026-27 was forecast to reach 22%, thereby supporting higher dividends.

The broker raised its TP on CKH HOLDINGS by 19%, from HKD84.6 to HKD101, and reiterated the Buy rating.
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AASTOCKS Financial News
Website: www.aastocks.com