Beijing Enterprises Water 0371

Re: Beijing Enterprises Water 0371

Postby winston » Fri Sep 01, 2017 8:25 am

not vested

Water-treatment business is supported by the mainland government.

BJ Ent Water (00371) has benefited from income from water-fund financed public-private partnership projects.

Its interim net profit rose 21.62 percent yearly to HK$1.914 billion.

Earnings per share equaled 21.88 HK cents; an interim dividend of 8 HK cents was declared.

Wait for a dip to HK$6.20.

Source: Dr Check, The Standard
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Re: Beijing Enterprises Water 0371

Postby winston » Mon Sep 25, 2017 10:26 am

not vested

BJ ENT WATER(371)

Analysis:

Beijing Enterprises Water Group affiliates to the state-owned enterprise Beijing Enterprises Group Company Limited.

The Company's main business included water treatment services (sewage treatment + water supply), water environment governance and construction (comprehensive governance + BOT water services) and technical services.

As at the end of 2016, the Company had 452 water plants, covering 25 provinces/autonomous regions/ municipalities directly under the Central Government in China and parts of overseas regions.

Its total design capacity reaches 27,168,000 tons/day and the water handling capacity reaches 16.48 million tons/day. The scale ranks the top in China stably.

The Company will maintain rapid development with the benefit from the release of PPP performance and the promotion of industry concentration.

Furthermore, the widespread use of the light asset model of the PPP+ industry fund is expected to be a catalyst for boosting the Company's share price.

Strategy:
Buy-in Price: $6.43, Target Price: $7.68, Cut Loss Price: $5.90

Source: Phillips
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Re: Beijing Enterprises Water 0371

Postby winston » Wed Nov 08, 2017 10:17 am

BJ ENT WATER(371)

Analysis:

Beijing Enterprises Water Group affiliates to the state-owned enterprise Beijing Enterprises Group Company Limited.

The Company`s main business included water treatment services (sewage treatment + water supply), water environment governance and construction (comprehensive governance + BOT water services) and technical services.

As at the end of 2016, the Company had 452 water plants, covering 25 provinces/autonomous regions/ municipalities directly under the Central Government in China and parts of overseas regions.

Its total design capacity reaches 27,168,000 tons/day and the water handling capacity reaches 16.48 million tons/day. The scale ranks the top in China stably.

The Company will maintain rapid development with the benefit from the release of PPP performance and the promotion of industry concentration.

Furthermore, the widespread use of the light asset model of the PPP+ industry fund is expected to be a catalyst for boosting the Company`s share price.

Strategy:
Buy-in Price: $6.70, Target Price: $7.68, Cut Loss Price: $6.30

Source: Phillips
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Beijing Enterprises Water 0371

Postby winston » Thu Mar 29, 2018 1:13 pm

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HIGHLIGHTS

The Group reported revenue of HK$21,192.4 million, representing an increase of 22% as compared that of HK$17,354.8 million in last year.

Profit attributable to shareholders of the Company was HK$3,717.2 million, representing an increase of 15% as compared with that of HK$3,227.0 million in the last year.

Excluding the fair value gain on derivative financial instruments of HK$39.6 million (2016: HK$410.0 million), profit attributable to shareholders of the Company was HK$3,677.6 million, representing an increase of 31% as compared with that of HK$2,817.0 million (after excluding the fair value gain on derivative financial instruments) in last year.

Basic and diluted earnings per share for the year were HK42.42 cents and HK41.53 cents respectively.

Final cash distribution of HK7.5 cents per share is proposed for the year ended 31 December 2017. Full-year distributions are HK15.5 cents, excluding the aggregate fair value gains on derivative financial instruments and an investment property of HK$52.4 million, the dividend payout ratio is 37%.

Total daily design capacity for new projects secured for the year was 4,838,476 tons.

Due to different reasons such as expiration of projects, the Group exited projects with aggregate daily design capacity of 618,700 tons during the year. As such, the net increase in total daily design capacity of the year was 4,219,776 tons.

As at 31 December 2017, total daily design capacity was 31,387,820 tons (31 December 2016: 27,168,044 tons).

http://www.hkexnews.hk/listedco/listcon ... 328439.pdf
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Re: Beijing Enterprises Water 0371

Postby winston » Thu Mar 29, 2018 1:30 pm

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BJ ENT WATER 2018 Capex $16.5B, Temporarily No Further Placing Plan

BJ ENT WATER(00371.HK)'s Chief Executive Officer Zhou Min announced that there is no further plan for placing for the time being.

As of December 2017, the net gearing ratio was 103%.

In 2018, the capex was expected to be approximately $16.5 billion.

Source: AAStocks Financial News
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Re: Beijing Enterprises Water 0371

Postby winston » Fri Jun 14, 2019 1:14 pm

not vested

BJ ENT WATER(371)

Analysis:

The company is a flagship company of Beijing Enterprises Holding Ltd., which specializes in water recycling and water ecological environmental protection.

The company is a comprehensive and leading professional water services and environmental protection services provider covering industrial investment, design, construction, operation, technical service and capital operation in full industrial chain.

Its principal businesses include operations in water treatment business, construction and technical services for the water environmental renovation.

The coverage of the company`s water plants has extended to 21 provinces, 5 autonomous regions and 2 municipalities all across Mainland China.

The company has consecutively ranked No.1 for seven years among “Top 10 Influential Enterprises of Chinese Water Industry”.

In 2018, as a result of increase in revenue contribution from construction services for the water environmental renovation and water treatment services, the revenue of the company was HK$24.6 billion, YoY+16%.

As at the end of 2018, the company`s total daily design capacity was 36.82 million tons with a net increase in daily treatment capacity of 5.44 million tons.

The water environment comprehensive renovation business has focused on certain major cities and a pioneering asset-light model has been applied to expand public-private-partnership (PPP) projects.

With the promulgation and implementation of related policies, the PPP sectors will have new development opportunities.

Strategy:
Buy-in Price: $4.20, Target Price: $5.60, Cut Loss Price: $4.00

Source: Phillips
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Re: Beijing Enterprises Water 0371

Postby winston » Tue Jul 09, 2019 11:20 am

BJ ENT WATER(371)

Analysis:

The principal businesses of the Company include operations in water treatment business, construction and technical services for the water environmental renovation.

The coverage of the Company’s water plants has extended to 21 provinces, 5 autonomous regions and 2 municipalities all across Mainland China.

The company has determined the strategic direction of light assets transformation, and gradually turned itself into a light asset enterprise by building an asset management platform and an operation management platform - “dual platform”.

China Yangtze Power Co., Ltd., a controlling subsidiary of China Three Gorges Corporation, sub scribed for a 5% stake in BEWG through a wholly-owned subsidiary China Yangtze Power International (HK) Co., Ltd. In June 2019, the newly established joint venture company by BEWG, China Three Gorges Corporation and other companies was awarded the first PPP project in Yueyang City with a total investment of RMB 4.45 billion.

The Company believes that the “Yangtze River Protection” is expected to have a market value of more than one trillion RMB, and with the company's rich experience in water treatment projects, operational advantages and sufficient technology precipitation, it can cooperate well with China Three Gorges Corporation to achieve a significant synergy effect.

Strategy:
Buy-in Price: $ 4.65, Target Price: $ 5.69, Cut Loss Price: $4.40

Source: Phillips
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