Swire Pacific Ltd. A

Swire Pacific is a holding company. Co. operates in five divisions: property, which is engaged in developing, owning and operating mixed-use, principally commercial properties in Hong Kong and Mainland China; aviation, which comprises investments in the Cathay Pacific group and the Hong Kong Aircraft Engineering Company group; beverages, which manufactures, markets and distributes refreshing soft drinks; marine services, which invest in vessels and equipment and develop its services with a view to providing offshore support to the global oil and gas industry; and Trading & Industrial, which markets and sells internationally branded goods to consumers.
  • Ticker0019
  • ISINHK0019000162
  • ExchangeHong Kong Stock Exchange
  • SectorGeneral Industrials
  • CountryHong Kong

Analysts

UOB
Jayson Kong ...
  • Joyce Chan Pui Lai
  • Julia Cheung Pui Man
  • Katrina Chen Chucan
  • Lee Yuk Kei
  • Neo Chen Wentao
  • Sandra Huang Jieqiong
  • Tham Mun Hon
  • Zhifeng Shen

Greater China Daily: Tuesday, August 13, 2019

KEY HIGHLIGHTS CHINA Economics Money Supply July data points to downside risk for 2H19 GDP growth forecast. Results China Resources Cement Holdings (1313 HK/BUY/HK$6.88/Target: HK$8.90) 1H19: Results in line; high dividend payout to sustain. Fu Shou Yuan (1448 HK/BUY/HK$6.47/Target: HK$8.18) 1H19: Results in line; steady growth to sustain despite macro turmoil. Q Technology (1478 HK/SELL/ HK$7.35/Target: HK$7.50) 1H19: Better-than-expected results; margin recovery on track. Update Huaneng Renewables (958 HK/BUY/HK$2.02/Target: HK$3.13) Low wind curtailment rate drives earnings grow...

Rudziah Siti

Swire Pacific

Rudziah Siti

Swire Pacific

1 director sold

A director at Swire Pacific sold 55,000 shares at 15.000HKD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board ...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Equity Strategy

Int'l Equity Strategy Global equities staged an impressive rally over the first four months of 2019. The nearly unabated advance allowed the broad major indexes (MSCI ACWI, ACWI ex-US, and EAFE) to break topside critical 14-month downtrends which began in January 2018. Heading into May, YTD uptrends were ubiquitous and market participants were generally of the belief that a US-China trade deal was a foregone conclusion. Then came Trump's May 5th tweets claiming China was attempting to renegotiate, and that tariffs would increase from 10% to 25%. The tariff escalation contributed to uptrend br...

Michael Wu

Morningstar | Swire Pacific's Corporate Day Highlights Progress on Beverage, Growth Opportunities Remain

Swire Pacific’s Corporate Day on its beverage division reflected on the progress made since it’s last corporate day two years ago. Operations in the U.S. and China were integrated in 2017 and the focus remains on product enhancement and expansion, improving its distribution channels with enlarged footprint and outlets, digitalisation of platforms with overlay in data analytics. Our fair value is increased to HKD 111 from HKD 102 as we factor in a more optimistic growth forecast for beverages and the time value of money. The conglomerate’s share price rallied strongly in early 2019 on the expe...

Michael Wu

Morningstar | Swire Pacific's Corporate Day Highlights Progress on Beverage, Growth Opportunities Remain. See Updated Analyst Note from 30 May 2019

Swire Pacific’s Corporate Day on its beverage division reflected on the progress made since it’s last corporate day two years ago. Operations in the U.S. and China were integrated in 2017 and the focus remains on product enhancement and expansion, improving its distribution channels with enlarged footprint and outlets, digitalisation of platforms with overlay in data analytics. Our fair value is increased to HKD 111 from HKD 102 as we factor in a more optimistic growth forecast for beverages and the time value of money. The conglomerate’s share price rallied strongly in early 2019 on the expe...

Michael Wu

Swire Pacific's Corporate Day Highlights Progress on Beverage, Growth Opportunities Remain

Swire Pacific’s Corporate Day on its beverage division reflected on the progress made since it’s last corporate day two years ago. Operations in the U.S. and China were integrated in 2017 and the focus remains on product enhancement and expansion, improving its distribution channels with enlarged footprint and outlets, digitalisation of platforms with overlay in data analytics. Our fair value is increased to HKD 111 from HKD 102 as we factor in a more optimistic growth forecast for beverages and...

Michael Wu

Morningstar | Swire Pacific's Focus on Organic Growth to Lift Profitability

As Swire Pacific is a conglomerate, its earnings are dictated by the performance of its various divisions. While each division faces widely different competitive environments, close to 70% of the group’s earnings are moaty and resilient, underpinning the group’s recurring income. These businesses are Swire Properties' flagship investment properties in Hong Kong; one of two Coca-Cola bottlers in China with Swire Beverages, and Haeco’s aviation maintenance. However, the steady businesses are offset by more cyclical and capital-intensive divisions in Cathay Pacific and Swire Pacific Offshore, or ...

Michael Wu

Swire Pacific's Focus on Organic Growth to Lift Profitability

Swire Pacific posted a good second-half result in line with our expectation. Overall, it was a solid year for the group, with Cathay Pacific and Haeco returning to profitability, adding to strong performance in properties and beverages. We increase our fair value estimate to HKD 102 per share from HKD 87 by factoring in the time value of money and the divestments at Swire Properties. Our thesis for the conglomerate is unchanged, and we expect improving returns in the medium term. While return on...

1 director sold

A director at Swire Pacific sold 55,000 shares at 15.000HKD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board ...

UOB
Jayson Kong ...
  • Joyce Chan Pui Lai
  • Julia Cheung Pui Man
  • Katrina Chen Chucan
  • Lee Yuk Kei
  • Neo Chen Wentao
  • Sandra Huang Jieqiong
  • Tham Mun Hon
  • Zhifeng Shen

Greater China Daily: Tuesday, August 13, 2019

KEY HIGHLIGHTS CHINA Economics Money Supply July data points to downside risk for 2H19 GDP growth forecast. Results China Resources Cement Holdings (1313 HK/BUY/HK$6.88/Target: HK$8.90) 1H19: Results in line; high dividend payout to sustain. Fu Shou Yuan (1448 HK/BUY/HK$6.47/Target: HK$8.18) 1H19: Results in line; steady growth to sustain despite macro turmoil. Q Technology (1478 HK/SELL/ HK$7.35/Target: HK$7.50) 1H19: Better-than-expected results; margin recovery on track. Update Huaneng Renewables (958 HK/BUY/HK$2.02/Target: HK$3.13) Low wind curtailment rate drives earnings grow...

Rudziah Siti

Swire Pacific

Rudziah Siti

Swire Pacific

SWIRE PACIFIC LTD. loses on its star level and is downgraded to Slightly Positive

The independent financial analyst theScreener just slightly lowered the general evaluation of SWIRE PACIFIC LTD. (HK), active in the Real Estate Holding & Development industry. The title has lost a star(s) at the fundamental level and now shows 2 out of 4 stars. Its exposure to market risk remains nonetheless the same and can be still described as defensive. theScreener slightly downgrades the general evaluation to Slightly Positive for the title on account of the lost star(s). As of the analysis date May 7, 2019, the closing price was HKD 97.05 and its potential was estimated at HKD 107.59.

Rudziah Siti

Swire Pacific

Rudziah Siti

Swire Pacific

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Equity Strategy

Int'l Equity Strategy Global equities staged an impressive rally over the first four months of 2019. The nearly unabated advance allowed the broad major indexes (MSCI ACWI, ACWI ex-US, and EAFE) to break topside critical 14-month downtrends which began in January 2018. Heading into May, YTD uptrends were ubiquitous and market participants were generally of the belief that a US-China trade deal was a foregone conclusion. Then came Trump's May 5th tweets claiming China was attempting to renegotiate, and that tariffs would increase from 10% to 25%. The tariff escalation contributed to uptrend br...

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