Investors with an interest in Diversified Operations stocks have likely encountered both Swire Pacific (SWRAY) and ITT (ITT) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estim ...

Investors interested in stocks from the Diversified Operations sector have probably already heard of Swire Pacific (SWRAY) and ITT (ITT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that ...

财务数据和关键指标变化 - 公司的经常性基础利润下降2%至48亿港元,主要受到去年出售美国可口可乐业务的影响 [14][18] - 公司的总收入和经营活动产生的现金流下降,主要由于去年出售美国可口可乐业务 [15] - 公司继续执行渐进式股息政策,每股A股股息上升4% [15] - 公司净负债增加至635亿港元,资本开支91亿港元,股票回购20亿港元 [20] - 公司资产负债率保持在20%以下,加权平均债务成本为4%,其中68%为固定利率 [21] 各条业务线数据和关键指标变化 地产业务 - 地产业务经常性基础利润下降9%,主要受到香港办公楼租金下降的影响 [24] - 公司在内地、香港和东南亚的地产投资项目持续推进,已完成65%的100亿港元投资计划 [25][26][27] - 香港商场基本满租,表现优于市场,反映出租户对优质物业的青睐 [28] - 内地地产销售大幅高于疫情前水平,占公司总租金收入的41% [29] 饮料业务 - 饮料业务经常性基础利润下降2%,主要受到去年出售美国业务的影响 [35] - 香港和台湾市场利润增长,主要得益于成本控制措施 [55][56] - 内地市场利润下降,受到消费疲软和货币贬值的影响,但公司通过价格管理和成本控制措施维持了盈利水平 [57][58] - 公司在泰国和老挝的新收购业务为业绩带来正面贡献 [30][31] 航空业务 - 航空业务是公司业绩的主要驱动力,受益于旅游需求持续强劲和货运业务良好表现 [4][11][19] - 国泰航空宣布未来7年内投资1000亿港元,显示对香港及大湾区的信心 [4][40][41] - 国泰航空财务状况持续改善,流动性充足,负债率下降 [39] 维修业务 - 公司航空维修业务HAECO业绩大幅改善,经常性利润增长535% [11][38][42] - HAECO业绩改善主要得益于香港机场维修业务恢复,以及发动机维修业务增长 [42] 医疗业务 - 公司收购了上海德尔塔医院的控股权,这是医疗板块的首个控股项目 [43] - 公司完成了对印尼医疗集团的首期投资 [43] 公司战略和发展方向及行业竞争 - 公司在内地、香港和东南亚的地产投资项目持续推进,显示对这些市场的信心 [25][26][27] - 公司将继续在内地一线城市和新一线城市拓展地产业务,在建项目规模创历史新高 [27] - 公司在饮料业务方面持续拓展东南亚市场,收购了泰国和老挝的可口可乐特许经营权 [30][31] - 公司医疗业务正在建立内地和东南亚的平台,未来几年内难以对整体业绩产生重大影响 [72][73] - 公司保持稳健的财务状况,为未来投资提供支持,同时也通过股票回购和渐进式股息政策回报股东 [75][76] 管理层对经营环境和未来前景的评论 - 管理层认为公司各核心业务在当前经济环境下表现出色,对中期前景保持信心 [50] - 管理层表示公司有能力应对任何短期不利因素和经济挑战,并将继续投资于核心市场 [50] 其他重要信息 - 公司在可持续发展方面取得了良好进展,在气候、废弃物、水资源、员工和社区等关键领域设定了2030年和2050年的目标 [44][45][46][47][48][49] 问答环节重要的提问和回答 问题1 **Evan Li 提问** 询问医疗业务的盈利情况及未来战略 [68] **Martin Murray 回答** 医疗业务目前处于亏损状态,但公司正在学习并建立内地和东南亚的平台,未来几年内难以对整体业绩产生重大影响 [71][72][73] 问题2 **Evan Li 提问** 询问公司的资产负债水平、股息政策和股票回购计划的平衡 [69] **Martin Murray 回答** 公司资产负债率低于20%,有能力在保持长期投资计划的同时,通过股息政策和股票回购来回报股东 [75][76]

会议主要讨论的核心内容 - 公司在中国内地、香港和台湾的投资持续 [11][12] - 公司在东南亚市场的扩张 包括在泰国和老挝收购39%的特许经营权 [11] - 公司在中国内地新建3个装瓶厂 分别在苏州、郑州和广东 [12] - 公司出售美国业务后 EBITDA有所下降 但整体业绩保持稳定 [12][13] - 公司在香港和台湾的利润有所增长 但中国内地市场仍然具有挑战性 [12][13] - 公司采取成本控制措施 帮助改善香港和台湾的利润率 [18][19] 问答环节重要的提问和回答 - 分析师提问公司在中国内地和香港的利润率情况 公司表示通过成本控制措施来改善利润率 [18][19] - 分析师询问公司是否会出售斯威物业的股份 公司表示这次回购不会对公司持股产生太大影响 仍然看好房地产业务 [20][21] - 分析师问公司医疗健康业务的盈利能力和未来发展策略 公司表示这是一个长期战略 目前还处于学习和培育阶段 未来会成为公司利润的重要组成部分 [22][23]

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock aliv ...

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock aliv ...

D SWIRE PACIFIC ２０２３ INTERIM RESULTS BRIEFING 10TH AUGUST 2023 | HONG KONG DISCLAIMER This document has been prepared by Swire Pacific Limited (the "Company", and together with its subsidiaries, the "Group") solely for information purposes and information in it has not been independently verified. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the accuracy, fairness, completeness, reasonableness or correctness of the information or opinions presented h ...

Swire Pacific Limited (OTCPK:SWRAY) Q2 2023 Earnings Conference Call August 10, 2023 5:45 AM ET Company Participants Guy Martin Coutts Bradley - Chairman Martin Murray - Finance Director Karen So - Managing Director of Swire Coca-Cola Conference Call Participants Karl Choi - Bank of America Operator Good afternoon, ladies and gentlemen. Welcome to Swire Pacific Interim Results Analyst Briefing. Joining us at the briefing today are Mr. Guy Bradley, Chairman of Swire Pacific; Mr. Martin Murray, Finance Direct ...

Swire Pacific Limited (OTCPK:SWRAY) Q4 2022 Earnings Conference Call March 9, 2023 4:45 AM ET Company Participants Guy Bradley - Chairman Martin Murray - Finance Director Conference Call Participants Simon Cheung - Goldman Sachs Evan Li - HSBC Unidentified Company Representative [Starts Abruptly] May we now invite Guy and Martin to take us through a detailed look at the results for 2022. Guy Bradley Thank you, and good evening, everybody, and welcome. For those of you that come and see us often, you'll reco ...