CLP Holdings Limited

SEHK:2 株式レポート

時価総額：HK$183.7b

CLP Holdings 将来の成長

Future 基準チェック /16

CLP Holdings利益と収益がそれぞれ年間3.2%と0.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.4% 3.3%なると予測されています。

主要情報

3.2%

収益成長率

3.31%

EPS成長率

Electric Utilities 収益成長9.2%
収益成長率0.7%
将来の株主資本利益率10.41%
アナリストカバレッジ

Good

最終更新日23 Jun 2026

今後の成長に関する最新情報

更新なし

Recent updates

ナラティブの更新 • Jun 22

2: Stable Dividend Timetable And Steady Assumptions Will Guide Forward Expectations

Analysts have kept their CLP Holdings price target broadly unchanged at around HK$77.35, citing stable assumptions for the discount rate, revenue growth, profit margin and future P/E in their updated models. What's in the News CLP Holdings declared a first interim dividend of HK$0.63 per share for the year ending 31 December 2026, with an ex dividend date of 2 June 2026, a record date of 4 June 2026, and a payment date of 15 June 2026.
ナラティブの更新 • Jun 05

2: Stable Dividend Timetable And Fine Tuned Assumptions Will Shape Forward Expectations

Analysts have raised their CLP Holdings price target by HK$1.00 to HK$77.35, citing updated assumptions on revenue growth, profit margin and future P/E that slightly adjust their fair value view. What's in the News HSBC Research reiterated its Buy rating on CLP Holdings and maintained a target price of HK$85 after first quarter operating metrics were reported in line with expectations, highlighting stable performance in Hong Kong, Australia and mainland China operations.
ナラティブの更新 • May 12

2: Dividend Timetable And Fine Tuned Assumptions Will Guide Forward Expectations

Analysts have maintained their HK$76.35 fair value estimate for CLP Holdings, making only slight adjustments to assumptions such as the discount rate and future P/E. This reflects a fine tuning of their price target rationale rather than a major shift in view.
ナラティブの更新 • Apr 28

2: Stable Dividend Schedule And Unchanged Assumptions Will Shape Forward Outlook

Analysts have kept their price target for CLP Holdings unchanged at HK$76.35, reflecting stable views on its fair value, discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. What's in the News CLP Holdings declared an ordinary fourth interim dividend for the year ended 31 December 2025 of HK$1.31 per share, with an ex dividend date of 11 March 2026, record date of 13 March 2026, and payment date of 24 March 2026 (Key Developments).
ナラティブの更新 • Apr 12

2: Dividend Timeline And Unchanged Assumptions Will Guide Measured Forward Outlook

Analysts have kept their HK$76.35 fair value estimate for CLP Holdings unchanged, reflecting consistent assumptions on revenue growth, profit margin and future P/E. They see no new information to warrant a different price target right now.
ナラティブの更新 • Mar 28

2: Dividend Schedule And Stable Assumptions Will Shape Measured Forward Outlook

Analysts have slightly lifted their price target for CLP Holdings to HK$76.35 from HK$75.71, reflecting updated fair value and P/E assumptions while keeping core inputs like the discount rate and growth outlook broadly consistent. What's in the News CLP Holdings declared an ordinary fourth interim dividend for the year ended 31 December 2025 of HK$1.31 per share, giving investors visibility on the next scheduled payout (Key Developments).
ナラティブの更新 • Mar 13

2: Dividend Timing And Modest Assumption Shifts Will Shape Balanced Outlook

Analysts have adjusted their price target on CLP Holdings slightly higher to around HK$75.71 from about HK$73.46, reflecting updated assumptions on fair value, revenue, profit margins and future P/E expectations. What's in the News CLP Holdings declared an ordinary fourth interim dividend for the year ended 31 December 2025 of HK$1.31 per share, with an ex dividend date on 11 March 2026, a record date on 13 March 2026, and payment scheduled for 24 March 2026 (Key Developments).
ナラティブの更新 • Feb 26

2: Board Meeting And Dividend Review Will Shape Balanced Outlook

Analysts have raised their price target for CLP Holdings from HK$71.96 to about HK$73.46, reflecting updated assumptions around discount rates, expected revenue trends, profit margins and future P/E levels. What's in the News CLP Holdings has scheduled a board meeting for February 26, 2026 to consider and approve the announcement of annual results for the year ended December 31, 2025 for publication (Key Developments).
分析記事 • Feb 04

Earnings Not Telling The Story For CLP Holdings Limited (HKG:2)

With a price-to-earnings (or "P/E") ratio of 16.6x CLP Holdings Limited ( HKG:2 ) may be sending bearish signals at the...
分析記事 • Jan 19

Do CLP Holdings' (HKG:2) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Dec 29

Is CLP Holdings (HKG:2) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 27

Calculating The Intrinsic Value Of CLP Holdings Limited (HKG:2)

Key Insights Using the 2 Stage Free Cash Flow to Equity, CLP Holdings fair value estimate is HK$83.62 With HK$68.05...
分析記事 • Nov 12

Here's What To Make Of CLP Holdings' (HKG:2) Decelerating Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Oct 28

CLP Holdings (HKG:2) Will Pay A Dividend Of HK$0.63

The board of CLP Holdings Limited ( HKG:2 ) has announced that it will pay a dividend of HK$0.63 per share on the 15th...
分析記事 • Oct 17

There's Reason For Concern Over CLP Holdings Limited's (HKG:2) Price

With a median price-to-earnings (or "P/E") ratio of close to 13x in Hong Kong, you could be forgiven for feeling...
分析記事 • Sep 28

We Think CLP Holdings (HKG:2) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 06

CLP Holdings (HKG:2) Is Due To Pay A Dividend Of HK$0.63

CLP Holdings Limited ( HKG:2 ) has announced that it will pay a dividend of HK$0.63 per share on the 15th of September...
分析記事 • Aug 05

Is CLP Holdings Limited (HKG:2) Trading At A 28% Discount?

SEHK:2 1 Year Share Price vs Fair Value Explore CLP Holdings's Fair Values from the Community and select yours Key...
分析記事 • Jul 17

Slowing Rates Of Return At CLP Holdings (HKG:2) Leave Little Room For Excitement

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
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新しいナラティブ • Mar 02

Investments In Clean Energy Projects In China And Australia Will Improve Future Efficiency

Significant investments in renewable energy and infrastructure upgrades are expected to drive growth and stabilize earnings amid market volatility.

業績と収益の成長予測

SEHK:2 - アナリストの将来予測と過去の財務データ ( )HKD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202889,21111,932N/A20,6814
12/31/202791,08111,6939,01523,3518
12/31/202688,80111,3338,19120,1287
12/31/202588,01810,4687,62424,378N/A
9/30/202588,87510,9426,46023,247N/A
6/30/202589,73211,4155,29522,115N/A
3/31/202590,34811,5796,06622,628N/A
12/31/202490,96411,7426,83723,140N/A
9/30/202489,4599,6449,29024,901N/A
6/30/202487,9537,54611,74226,661N/A
3/31/202487,5617,10111,06825,114N/A
12/31/202387,1696,65510,39423,567N/A
9/30/202391,7708,7478,62322,501N/A
6/30/202396,37010,8396,85221,434N/A
3/31/202398,5165,8821,97817,084N/A
12/31/2022100,662924-2,89612,734N/A
9/30/202295,743-27-4,41210,741N/A
6/30/202290,824-979-5,9288,747N/A
3/31/202287,3923,756-85013,277N/A
12/31/202183,9598,4914,22717,806N/A
9/30/202182,7899,2767,13919,944N/A
6/30/202181,61810,06110,05122,081N/A
3/31/202180,60410,75910,53222,228N/A
12/31/202079,59011,45611,01322,374N/A
9/30/202080,07111,51510,74922,151N/A
6/30/202080,55211,57410,48421,928N/A
3/31/202083,1218,11610,15021,637N/A
12/31/201985,6894,6579,81521,345N/A
9/30/201987,2444,932N/A20,953N/A
6/30/201988,7995,207N/A20,560N/A
3/31/201990,1129,379N/A22,256N/A
12/31/201891,42513,550N/A23,951N/A
9/30/201893,31314,663N/A25,635N/A
6/30/201895,20015,776N/A27,319N/A
3/31/201893,63715,013N/A25,868N/A
12/31/201792,07314,249N/A24,417N/A
9/30/201788,08713,372N/A22,779N/A
6/30/201784,10012,495N/A21,140N/A
3/31/201781,76712,603N/A22,408N/A
12/31/201679,43412,711N/A23,676N/A
9/30/201679,41014,385N/AN/AN/A
6/30/201679,38616,058N/A21,372N/A
3/31/201680,04315,857N/A20,270N/A
12/31/201580,70015,656N/A19,168N/A
9/30/201582,92112,940N/AN/AN/A
6/30/201585,14210,223N/A21,892N/A

アナリストによる今後の成長予測

収入対貯蓄率: 2の予測収益成長率 (年間3.2% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 2の収益 ( 3.2% ) Hong Kong市場 ( 12.9% ) よりも低い成長が予測されています。

高成長収益: 2の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 2の収益 ( 0.7% ) Hong Kong市場 ( 8.9% ) よりも低い成長が予測されています。

高い収益成長: 2の収益 ( 0.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 2の 自己資本利益率 は、3年後には低くなると予測されています ( 10.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/23 20:35
終値2026/06/23 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CLP Holdings Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Michael ParkerBernstein
Cissy GuanBofA Global Research
Tao ZengChina International Capital Corporation Limited