Earnings Alerts

CK Infrastructure Holdings (1038) Earnings: 1H Net Income Hits HK$4.35B with Strong Revenue and Dividend Growth

  • CK Infrastructure reported a net income of HK$4.35 billion for the first half of the year 2025.
  • The company’s total revenue for this period was HK$20.36 billion.
  • An interim dividend per share of 73 HK cents will be distributed to shareholders.
  • Analyst ratings include 13 buy recommendations, 3 hold recommendations, and no sell recommendations.

CK Infrastructure Holdings on Smartkarma

Analyst coverage of CK Infrastructure Holdings on Smartkarma by Osbert Tang, CFA, highlights a bullish sentiment with the headline “CKI (1038 HK): It Is the Best Time.” The report emphasizes CKI’s potential to outperform as non-US assets become more attractive, benefiting from global inflation and foreign earnings translation. The company offers a solid yield supported by consistent dividend growth, with a secured 5.7% and 6.2% dividend yield projected for FY25F and FY26F. CKI’s share price is expected to rise as its portfolio of non-US infrastructure assets gains appeal and benefits from higher global inflation rates.


A look at CK Infrastructure Holdings Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth4
Resilience4
Momentum3
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

CK Infrastructure Holdings Limited (CKI) has a mixed outlook based on the Smartkarma Smart Scores. While the company scores well in Growth and Resilience factors, indicating strong potential for long-term expansion and a solid ability to weather market disruptions, its Value and Dividend scores are average. This suggests that CKI may not be currently undervalued or a top choice for investors seeking high dividend yields.

Despite its average scores in certain areas, CK Infrastructure Holdings Limited remains a reputable real assets investment company with a diversified portfolio in energy, transportation, water, and electricity generation sectors. With a global customer base, CKI continues to demonstrate stability and growth opportunities, positioning it as a noteworthy player in the infrastructure investment sector for the future.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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