China Merchants Port Holdings Co (144)
China Merchants Port Holdings Co., Ltd. engages in ports operation, bonded logistics and cold chain operations, property development and investment. The company operates through the following business segments: Ports Operation, Bonded Logistics and Cold Chain Operations, Port-related Manufacturing Operations and Other Operations. The Ports Operation segment includes container terminal operation, bulk and general cargo terminal operations. The Bonded Logistics and Cold Chain Operations segments include logistic park operation, ports transportation, cold storage and logistics operation and airport cargo handling. The Port-related Manufacturing Operations segment includes construction of modular housing and container manufacturing. Its port network expands across the Bohai Economic Zone, the Yangtze River Delta, the Xiamen Bay Economic Zone, the Pearl River Delta, and the Southwest region includes the coastal hub ports in Hong Kong, Shenzhen, Ningbo, Shanghai, Qingdao, Tianjin, Xiamen Bay and Zhanjiang. China Merchants Holdings is also developing marine logistics services relating to the port industry, which include the Bonded Logistics Park in Shenzhen, Qingdao and the Tianjin Haitian Bonded Logistics Zone, apart from the fast and safe information platforms serving for its terminals, logistics parks and customers, and the South China Shuttle Barge Services to Shenzhen western terminals. China Merchants Port Holdings was founded in May 28, 1991 and is headquartered in Hong Kong.
|Market Price at 17-11-2017
|Price to Earnings Ratio
|Return on Equity (ROE)
Blog posts that reference China Merchants Port Holdings Co:
Friday, October 27, 2017
Greece’s non-performing loans: A major hurdle to economic revival
As US President Donald Trump reaffirmed his commitment to Greece’s economic revival during Greek Prime Minister Alexis Tsipras’ official visit to Washington, the country’s banking sector continues to struggle with the longstanding issue of excessive non-performing loans (NPLs).
Thursday, July 09, 2015
In the May 2014 edition of Money magazine we compared Australia’s Top 10 stocks by market capitalisation against their global counterparts. We’ve just completed the process again: Australia’s Top 10 vs the world. You’ll be able to read our insights in Money’s August 2015 edition, on sale from 6 August).
To test our theory, we created a hypothetical $100,000 portfolio equally invested across the nine global stocks identified in the May 2014 article.
Including unrealised gains, dividends and currency gains, the stocks returned 29.9 per cent. By comparison the All Ords Accumulation Index returned 7.8 per cent. Skaffold’s global stocks outperformed the Index by 22.1 per cent, or 6.3 per cent if you exclude currency gains. That’s not too bad.
Tuesday, November 25, 2014
Mermaid Marine is an Australian maritime company who service all aspects of offshore oil and gas mining. They operate a fleet of around 40 vessels including tugs, supply vessels and accommodation vessels.
The company held their AGM this week and while the share price has slumped recently, one Skaffold member (and a few other at the AGM) left the meeting with a renewed confidence in MRM’s management team.
Big thanks to Grant from WA for sharing his experience of Mermaid Marine’s AGM.
Thursday, January 30, 2014
Reports for around 300 global stocks flowed through Skaffold during January, including Apple, Microsoft, Procter and Gamble, AT&T, Facebook, Intel, The Boeing Company, eBay, Nike, Caterpillar, Starbucks, Kimberly Clark, Yahoo!, Motorola, Xerox, Oshkosh, The Bank of Nova Scotia, Metro Inc, Prada, Singapore Exchange, PZ Cussons and SGS Societe Generale de Surveillance.
Exclusively for Skaffold members, we’ve put together a list of companies whose latest financial results are now available in Skaffold, including updated Skaffold Scores and Safety Margins.
Thursday, September 26, 2013
For the last two years Skaffold has graced the cover of Money magazine with our Top 5 stocks.
Skaffold’s Top 5 stocks for 2012 were ARB Corporation (ARP), Codan (CDA), ThinkSmart (TSM), Seymour Whyte (SWL) and M2 Telecommunications (MTU). These businesses operate in the consumer financial services, communications equipment, construction services and motor vehicle parts industry groups. Including capital growth and dividends, $50,000 invested equally across the five stocks has returned 45.5% in the period 10 January 2012 to close of trade on 23 September 2013. Add franking credits and the return is 48.6%.
The Top 5 stocks for 2013, based upon Skaffold Score, value for money, future forecast value growth, forecast yield, future earnings per share growth and the highest forecast return on equity were property developer Cedar Woods Properties (CWP), oil and gas sector services provider Clough (CLO), mining services business Decmil Group (DCG), travel retailer Flight Centre (FLT) and coal field service provider Mastermyne (MYE).
Including capital growth and dividends, $50,000 invested equally across the five stocks has returned 28.3% in the period 11 January 2013 to close of trade on 23 September 2013. Add franking credits and the return is 29.7%.
Over the same period the All Ords Accumulation Index (AXJO) has returned 15.5%.
Which stocks continue to be well positioned to deliver value to shareholders over the next few years? Click read more to find out.
Monday, September 23, 2013
Inspired by the success of the recent float of fertility clinic operator Virtus Health (VRT), another dozen floats worth around $3.7 billion are expected to come to market between now and year’s end. If the calibre of companies in the float pipeline is anything to go by, this offers you a rare ground-floor entry into quality stocks on the cusp of a promising growth trajectory.
The share market has no shortage of IPOs that bombed, and relatively recent newcomers like Collins Foods (CKF) and Myer (MYR) have both struggled to trade above their float price.
To avoid future disasters you need to pressure-test your argument for IPOs against key performance criteria. Skaffold’s IPO tips should help you unearth the next Flight Centre (FLT) and avoid the buying the next Myer (MYR).
Friday, August 30, 2013
At the start of August 33 top stocks were rated A1 by Skaffold, and another 94 were rated A2. Fast forward to close of trade on 28 August and 30 companies achieved Skaffold’s premium A1 Score for balance sheet quality and business performance. 80 stocks are rated A2.
Running a quick filter in Skaffold for A1 top stocks, then switching to the Table View to find those forecast to increase in value over the next few years, 21 A1 stocks remain. After a closer look to determine which companies have updated in Skaffold based upon their latest financial results, we are left with 13.
Of the 80 stocks rated A2, Skaffold forecasts positive growth for 53.
Friday, June 14, 2013
It’s no secret that the S&P ASX 200 (XJO) rallied strongly in the first half of 2013. What drove the recent 12 months of strong growth, and what does it mean for the future?
Wednesday, May 08, 2013
In less than 12 months the ASX 200 (XJO) has rallied more than 1,100 points, from just over 4,000 to more than 5,100 points. At Skaffold, we aggregate the estimated intrinsic valuations of Australia’s largest 200 companies to estimate the intrinsic valuation of the ASX 200 (XJO) index. As at close of trade on Tuesday 7 May, Skaffold valued the XJO at 3,739 points. Compared to the actual index price of 5,144, Skaffold currently estimates the ‘market’ is more than 25% over priced.
Why is this a risk? Value investing theory suggests that in the long run share prices tend to follow value. Share prices cannot outperform business performance indefinitely. After a while, something will have to give. That’s why understanding when you should sell shares in your portfolio is critical.
Friday, January 11, 2013
In late 2010 Money magazine’s Editor-in-Chief Pam Walkley and Editor Effie Zahos asked the team at Skaffold to identify 50 top-quality stocks that were below their true worth. Including capital growth and dividends, an equally weighted portfolio invested across the fifty stocks has returned 12.8% in 12 months. Had you invested only in the 28 stocks that were forecast to offer growth AND yield, your return would be 20.0%. $50,000 invested equally across the Top 5 has returned 18.6%. Skaffold’s Top 50 stocks for 2013 will be published in the February edition of Money magazine, on sale Wednesday 6 February 2013.