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Topics Comments   Next page >  Cheung Kong VODone Limited Shenzhen International Holdings Limited Jiangxi Copper Company Limited REXLot Holdings Limited China Overseas Land & Investment Limited Chong Hing Bank Limited Agricultural Bank of China Limited Chow Tai Fook Jewellery Group Limited Capital VC Limited iShares A50 Standard Chartered Bank of Communications Bank of China China LotSynergy Holdings Limited agribank Agri Airlines Appl AUD Auto A Shares Brokers CAD fertilizer producers China Lottery Supermarket China Banks Communication Consumer China Econ Electricity China Finance China IT Petro Real Est China Resource Steel coal Commodity Beauty Drugs Enviro EURO Lang Simon Ting WongSir Andy Xie Expo Gambling Garment gas GBD Gold Gold Jew Gold mine Harbour Highways HK Apparel REITs Rentals HK Banks ETF HK Housing Market Real Est HK HK Stock iBond Infra Insure IPO jewel Mach Build Mat New Energy NZD Oil Paper Rare Earths Real Estate Market Food RMB Rising RMB RMB Bonds Shipbuilding Shipping Sports Stock Trend Taiwan Dollar (TWD) Textile Top 500 USD US Econ Util Water Yang Liu's 10 Stocks YEN Diary media Central Bank Monetary Policy Education Construction Emerging markets Nuclear power BillGross Cement HK retail logistics Swiss franc Social Security Fund Law Ka-Chung capital flow Financial and political policy Railway film Korean Won Roubini Faber Mobius Topics Last reply time Nickname Content CK INFRASTRUCTURE HOLDINGS LIMITED 2021-12-25T11:10 財經茄呢啡 長江基建（1038）透過私人安排方式，以每股8.8378美元回購1.31億股，佔已發行股份4.94%，總價值11.58億美元，是次交易溢價42.4%。李嘉誠父子今年累計增持約3.65億股長實股份，持股量由35.89%急增至46.4%。 CK INFRASTRUCTURE HOLDINGS LIMITED 2021-03-20T08:50 財經茄呢啡 英國國家電力（National Grid）以78億英鎊收購英國配電公司Western Power Distribution，交易作價相當於1.73倍監管資產價值（RAV），估值利好長和系旗下基建資產，若長建（1038）旗下英國水務、配電及配氣公司同樣以1.73倍RAV計算，單計這些資產估值將相等於1008億元，亦即每股42.8元。長建昨收報45.6元，跌2%。 CK INFRASTRUCTURE HOLDINGS LIMITED 2020-08-21T10:08 財經茄呢啡 長建和電能出售的葡萄牙風力項目快將以商業模式運作，政府的管制減少，買家認為可以比長建更有效運用項目，自然出高價購入，而長建也獲利離場。 CK INFRASTRUCTURE HOLDINGS LIMITED 2020-08-21T10:08 財經茄呢啡 風力發電是新能源的主力軍，而歐盟對各國有否持續運用可再生能源有一定要求。風力發電的投資主要在基建前期，營運開支相對低。 CK INFRASTRUCTURE HOLDINGS LIMITED 2020-08-21T10:08 財經茄呢啡 長江基建（1038）和電能（0006）成功出售葡萄牙風力發電機組，交易反映長建的營運策略，對中長期投資有參考價值。 CK INFRASTRUCTURE HOLDINGS LIMITED 2020-03-19T15:54 財經茄呢啡 長江基建（1038）2019年全年純利105.06億元，按年微增0.6%，高於市場預期；全年股息合計按年增長1.23%，雖然仍保持上市23年來持續增長紀錄，但增幅為歷年最低。 CK INFRASTRUCTURE HOLDINGS LIMITED 2020-03-19T15:53 財經茄呢啡 長建旗下多項業務進入新規管期，回報會較之前低。但是其手持現金達120.77億元，按年大增98.31%，創上市以來最高水平，因此會放眼龐大資本的大型收購，亦可夥拍長江實業（1113）及電能進行收購。 CK INFRASTRUCTURE HOLDINGS LIMITED 2020-03-19T15:53 財經茄呢啡 長建年內受惠於澳洲及中國業務的盈利輕微增長，英國基建項目仍為主要盈利來源，因為再無2018年度的UK Power Networks的非現金收入，加上英鎊疲弱，因此提供溢利按年跌12.27%至只有46.3億元。 CK INFRASTRUCTURE HOLDINGS LIMITED 2019-12-16T10:04 財經茄呢啡 英國於2016年6月23日舉行脫歐公投，至今已3年半，期間英鎊疲弱，英國業務較多的港股如長和（0001）及長江基建（1038）大幅跑輸。其中長建之連股息總回報是負14%，同期恆指總回報50%。 CK INFRASTRUCTURE HOLDINGS LIMITED 2019-12-16T10:03 財經茄呢啡 長建從事之基建業務，無論業務類型或地域都相當多元化，涉足能源、交通、水處理、廢物管理、轉廢為能、屋宇服務等基建業務，橫跨香港、中國內地、英國、歐洲大陸及澳紐加。英國業務貢獻近一半盈利，因此英國脫歐確係主要風險。   Next page >

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