In today’s briefing:
- Guangdong Investment (270): Stable Diversifier and USD 1.3 Bn FCF
Guangdong Investment (270): Stable Diversifier and USD 1.3 Bn FCF
- Guangdong Investment (270 HK) exposure in water distribution provides the much-needed stability (low volatility). While its Real Estate exposure could provide some growth.
- With low valuation and healthy dividend yield, owning GDI during the tumultuous period will provide healthy diversification for your portfolio and a hedge during Trump’ tariff period.
- The water sector is undervalued, mainly due to the characteristically low growth, but free cash flow is generally quite strong yet undervalued. GDI generated USD 1.3 bn Free cash flow.
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