20150612-JEFFERIES-招商局国际(0144):SOLID_EFFORT_IN_OPTIMIZING_ITS_ASSET_PORTFOLIO-254689

$招商局国际(hk00144)$  
We gain more insights in CMHI’s latest plan to consolidate west Shenzhen port assets and expect positive synergies at the expense of a moderate earnings dilution.We also reiterate our positive view on the stock,as we believe CMHI’s higher earnings growth potential from overseas acquisitions will begin to materialize and is not yet in the price
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