
What smart money is saying about CK Hutchison Holdings, Ltd.
4 funds in our archive have pitched CK Hutchison Holdings, Ltd. — most recently Third Avenue Management Value Fund in December 2025.
CK Hutchison Holdings Limited, an investment holding company, operates in ports and related services, retail, infrastructure, and telecommunications businesses worldwide. The company invests in, develops, and operates ports, which operate 291 berths in 52 ports spanning 26 countries; and provides logistics and transportation-related services, such as cruise ship terminals, distribution centers, rail services, and ship repair facilities. It also operates 12 retail brands with 16,398 stores that offer personal care, health and beauty products, food and fine wines, consumer electronics, and electrical appliances in Asia and Europe, as well as operates supermarkets; and manufactures and distributes bottled water and other beverages under the Watsons Water and Mr. Juicy brands in Hong Kong and Mainland China. In addition, the company invests in energy infrastructure, transportation infrastructure, water infrastructure, waste management, waste-to-energy, household infrastructure, and other infrastructure related businesses primarily in Hong Kong, Mainland China, the United Kingdom, Continental Europe, Australia, New Zealand, Canada, and the United States. Further, it provides mobile telecommunications and data services, as well as operates as an integrated energy company in the United States, Canada, and the Asia Pacific. Additionally, it researches, develops, manufactures, commercializes, markets, and sells nutraceuticals, pharmaceuticals, and agriculture-related products; provides marine construction and ship repair yard, water supply and sewerage, electricity generation and distribution, gas distribution, and aircraft maintenance services; and leases rolling stocks. CK Hutchison Holdings Limited was founded in 1828 and is based in Central, Hong Kong.
Fund coverage · 4 theses
- Third Avenue Management Value FundDecember 2025
CK Hutchison is a diversified conglomerate with strong owner alignment pursuing major value-unlocking moves across ports, retail, and telecom that could narrow its valuation discount.
Read the full thesis - Overstone Global All Cap Value FundSeptember 2025
CK Hutchinson is an undervalued conglomerate with a diversified portfolio of attractive assets trading at historically low multiples, making it a compelling investment opportunity.
Read the full thesis - TAMIM Fund Global High ConvictionJune 2025
CK Hutchison Holdings Ltd. is attractively priced at around 10x P/E, benefiting from a potential $19 billion windfall from the Panama Canal deal, demonstrating the advantages of investing in listed infrastructure amidst changing geopolitical conditions.
Read the full thesis - East72 Dynasty TrustJune 2025
CK Hutchison is a family-controlled security trading at a significant discount, poised for potential value enhancement through fundamental restructuring.
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