Guangdong Investment (SEHK:270) Valuation After Guidance For 43% Profit Jump In 2025

Simply Wall St.

Feb 06

Guangdong Investment (SEHK:270) has issued preliminary guidance for 2025, flagging an expected 43% rise in consolidated profit attributable to shareholders. The increase is mainly linked to a business...

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The increase is mainly linked to a business...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/utilities/hkg-270/guangdong-investment-shares/news/guangdong-investment-sehk270-valuation-after-guidance-for-43\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Guangdong Investment (SEHK:270) Valuation After Guidance For 43% Profit Jump In 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGuangdong Investment (SEHK:270) Valuation After Guidance For 43% Profit Jump In 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/utilities/hkg-270/guangdong-investment-shares/news/guangdong-investment-sehk270-valuation-after-guidance-for-43><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Guangdong Investment (SEHK:270) has issued preliminary guidance for 2025, flagging an expected 43% rise in consolidated profit attributable to shareholders. The increase is mainly linked to a business...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/utilities/hkg-270/guangdong-investment-shares/news/guangdong-investment-sehk270-valuation-after-guidance-for-43\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1194","symbol_name":"水公用事业","start_time":0,"source_url":"https://simplywall.st/stocks/hk/utilities/hkg-270/guangdong-investment-shares/news/guangdong-investment-sehk270-valuation-after-guidance-for-43","article_id":"2609594864","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551000-choice2-main-header/1585187012384"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/utilities/hkg-270/guangdong-investment-shares/news/guangdong-investment-sehk270-valuation-after-guidance-for-43","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609594864","pubTimestamp":1770383182,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Guangdong Investment (SEHK:270) has issued preliminary guidance for 2025, flagging an expected 43% rise in consolidated profit attributable to shareholders. The increase is mainly linked to a business reshuffle and lower financing and administrative costs.\nSee our latest analysis for Guangdong Investment.\nGuangdong Investment’s guidance arrives after a mixed price pattern, with a 7.58% 1 month share price return and a 9.94% year to date share price return, alongside a 36.12% 1 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1194":"水公用事业","IE00BHRH8D16.HKD":"FTGF MARTIN CURRIE ASIA PACIFIC URBAN TRENDS INCOME \"A\" (HKD) INC","IE00BG0RBZ43.SGD":"Legg Mason Martin Currie - Asia Pacific Ex Japan Real Income A Mdis SGD Plus","BK1589":"北水核心资产","BK1552":"水务股","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","IE00BHRH8C09.USD":"LM MARTIN CURRIE ASIA PACIFIC EX JAPAN REAL INC \"A\" (USD) INC","00270":"粤海投资"},"translate_title":"粤海投资(SEHK：270)2025年利润增长43%指引后估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00270":0.9,"DCF":1},"content_text":"Guangdong Investment (SEHK:270) has issued preliminary guidance for 2025, flagging an expected 43% rise in consolidated profit attributable to shareholders. The increase is mainly linked to a business reshuffle and lower financing and administrative costs. See our latest analysis for Guangdong Investment. Guangdong Investment’s guidance arrives after a mixed price pattern, with a 7.58% 1 month share price return and a 9.94% year to date share price return, alongside a 36.12% 1 year total shareholder return that suggests momentum has been building recently. If this update has you thinking about where else capital could flow in utilities and infrastructure themed plays, it may be worth widening your search to 22 power grid technology and infrastructure stocks. With Guangdong Investment trading at HK$7.52 and an indicated discount to analyst targets, plus a wide gap to some intrinsic value estimates, you have to ask: is this a genuine value opportunity, or is the market already pricing in future growth? AdvertisementPreferred P/E of 10.8x: Is it justified? On a P/E of 10.8x at a last close of HK$7.52, Guangdong Investment screens as a mixed case, looking slightly expensive versus some peers yet cheaper than others. The P/E multiple tells you what the market is currently paying for each dollar of earnings, which matters a lot for a diversified utilities and infrastructure group like this. Guangdong Investment is flagged as expensive versus its own estimated fair P/E of 9.1x and the peer average of 9.9x, which suggests investors are paying a modest premium to those reference points. At the same time, it sits below the broader Asian Water Utilities average of 14.7x, so the market is not assigning it a top tier sector premium. That tension between a richer multiple than some peer and fair value benchmarks, and a lower multiple than the wider regional group, hints at a nuanced earnings story rather than a clear cut bargain or clear cut overpricing. If earnings growth of around 1.1% a year, lower forecast revenue and a Return on Equity in the single digits all play out as expected, the P/E could be a level the market reconsiders over time. Result: Price-to-earnings of 10.8x (OVERVALUED) Explore the SWS fair ratio for Guangdong Investment However, you still have to weigh up risks such as annual revenue contraction, softer multi year returns, and the complexity of juggling several unrelated business lines. Find out about the key risks to this Guangdong Investment narrative. Another View: DCF Points To Deep Undervaluation While the 10.8x P/E hints at a mixed picture, our DCF model paints something very different. At HK$7.52, Guangdong Investment is trading about 78% below an estimated future cash flow value of HK$34.77. This implies the market is heavily discounting its long term cash generation. That kind of gap can reflect uncertainty around forecasts just as much as potential opportunity, so it raises a simple question for you as an investor: is the DCF being too generous, or is the current share price being too cautious? Look into how the SWS DCF model arrives at its fair value. 270 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Guangdong Investment for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 237 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Guangdong Investment Narrative If you look at this and think the picture feels off, or you would rather test the numbers yourself, you can build a personalised view in just a few minutes, starting with Do it your way. A great starting point for your Guangdong Investment research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Ready to hunt for more investment ideas? If Guangdong Investment has sparked your curiosity, do not stop here, fresh ideas across different styles can help you stress test and sharpen your portfolio thinking.  Target potential mispricings by checking our list of 237 high quality undervalued stocks, where solid fundamentals meet prices that may not fully reflect them yet. Strengthen your income stream by reviewing 439 dividend fortresses, a set of higher yielding names built around consistent cash distributions. Lower your portfolio stress level by scanning 332 resilient stocks with low risk scores, focused on companies that score better on stability and financial resilience.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}