HU-CKH @EP2605A

CKH HOLDINGS' Port Franchise Dispute Sparking Investment Controversy between Panama and Hong Kong

China suspends new Panama project negotiations with Hutchison

Panamanian President Molino Refuses to Grant Port Concessions to a Single Company

Li Ka-shing's Cheung Kong Holdings Initiates International Arbitration Against Panama

Daiwa Downgrades Cheung Kong's Rating to 'Outperform'

JPMorgan Maintains Overweight Rating on CK Hutchison, Sees Mild Profit Recovery

JPMorgan Report: Hutchison's Panama Port Issue Unlikely to Hinder Global Port Sale Plan

Li Ka-shing's Group Decides to Sell 43 Ports Globally

Panama's Supreme Court Rules Cheung Kong's Panama Canal Port Contract Renewal Unconstitutional

CK Hutchison's China Aircraft Services and French Elior Form Joint Venture for Aircraft Dismantling and Parts Trade

Watsons Group Commits to Reducing Primary Plastic Use by 21% by 2030

Hutchison Whampoa Shares Rebound but Slightly Overvalued According to Analysts

Cheung Kong Holdings Ltd Stock Hits 52-Week High

CK Hutchison clarifies speculation on telecom and retail business IPO

UBS Report: CK Hutchison in Talks to Sell Three Ireland

Morgan Stanley expects CK Hutchison's stock price to rise

Woolong Group Plans Dual Listing in Hong Kong and London

CK Hutchison's Watsons Plans Dual Listing in Hong Kong and London

Watsons Plans to Invest HKD 3.8 Billion to Open 1,000 Stores in 2026

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Hong Kong investors are reassessing their stakes in Panama due to a dispute over a concession held by CK Hutchison's subsidiary to operate two ports. Chief Executive John Lee expressed concerns about the impact on investor confidence and urged fair treatment for Hong Kong firms. The controversy arose after Panama's Supreme Court ruled the concession unconstitutional, leading PPC to seek arbitration for damages. Beijing warned of political and economic repercussions for Panama if it continues its current actions. Lee emphasized the need for protection of Chinese enterprises' rights in international trade.

南华早报

CK Hutchison Holdings

CKH HOLDINGS

Ports row prompts Hong Kong investors to reassess stakes in Panama: John Lee

The Supreme Court of Panama ruled that CKH HOLDINGS' contract extension for the Panama Canal port is unconstitutional. The Special Administrative Region government expressed strong dissatisfaction, believing that this ruling undermines Panama's credibility and business environment. John Lee emphasized that China will take necessary measures to protect the legitimate rights and interests of enterprises and stated that this incident has damaged investor confidence, affecting future investment decisions

AASTOCKS

Li Jiachao: The Panama court ruling undermines investor confidence

Hong Kong's CK Hutchison faces challenges in securing compensation from Panama after its port operation was declared unconstitutional. The Panama Ports Company (PPC) has initiated arbitration against Panamanian authorities, but legal experts warn that enforcement of any award may depend on local courts, which may refuse to comply. The ICC's role is limited to administering proceedings without enforcement power. PPC must prove that Panama breached the concession contract, and potential obstacles include state immunity and local laws. The success rate for such arbitration cases is between 30-50%.

CK Hutchison set for hard fight to secure Panama port deal compensation: experts

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The Hong Kong stock ADR is expected to open 439 points lower this morning, at 26,446 points. The prices of several stocks' American Depositary Receipts (ADRs) and their premium relative to Hong Kong stocks are also listed, including CKH HOLDINGS, HSBC HOLDINGS, and HK & CHINA GAS. Some stocks, such as GEELY AUTO and GALAXY ENT, have seen significant declines in their ADR prices

HSBC HOLDINGS

HK & CHINA GAS

GALAXY ENT

Galaxy Entertainment Group

GEELY AUTO

The Hong Kong stock ADR is expected to open 439 points lower this morning, reporting at 26,446 points

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The Hong Kong stock ADR is expected to open 234 points lower this morning, at 26,613 points. The relative stock prices of several ADRs and the premium situation of Hong Kong stocks over ADRs are as follows: CKH Holdings HKD 64.224 (premium 1.68%), CLP Holdings HKD 74.834 (premium 0.16%), HK & CHINA GAS HKD 7.245 (premium 5.18%), WHARF REIC HKD 26.147 (premium 0.97%), HSBC HOLDINGS HKD 139.714 (premium -0.51%), POWER ASSETS HKD 60.552 (premium 1.73%), PCCW HKD 5.961 (premium 1.83%), HENDERSON LAND HKD 31.174 (premium 2.91%), SHK PPT HKD 122.822 (premium 0.63%), NEW WORLD DEV HKD 8.726 (premium 22.51%), SWIRE PACIFIC A HKD 77.584 (premium 1.05%), BANK OF E ASIA HKD 14.454 (premium 2.95%), GALAXY ENTERTAINMENT HKD 41.316 (premium 2.48%), HANG LUNG PPT HKD 9.352 (premium 0.41%), Geely Automobile HKD 19.084 (premium -16.58%), CITIC Limited HKD 12.72 (premium -2.99%), Cathay Pacific HKD 12.47 (premium 0.96%)

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Guotai CSI All Share Investment Banking & Brokerage ETF

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HANG LUNG GROUP

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Hwabao WP CSI All Share Investment Banking & Brokerage ETF

SUN HUNG KAI CO

BANK OF E ASIA

The Hong Kong stock ADR is expected to open 234 points lower this morning, reporting at 26,613 points

Panama Ports Company S.A. (PPC), a subsidiary of CK Hutchison Holdings Limited, has launched arbitration against the Republic of Panama after the Supreme Court declared unconstitutional the law approving PPC's concession contract for the ports of Balboa and Cristóbal. CK Hutchison's board disagrees with this ruling and is seeking legal counsel for further actions.

Reuters

Panama Ports Company, CK Hutchison Subsidiary, Launches Arbitration Against Panama

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Hong Kong stocks ADR is expected to open 86 points lower this morning, reporting at 26,748 points. The relative stock prices and the premium situation of Hong Kong stocks to the American Depositary Receipts are as follows: CKH Holdings 63.261 (premium 1.17%), CLP Holdings 74.664 (premium -0.29%), Hong Kong and China Gas 7.161 (premium 5.15%), Wharf Real Estate Investment 23.118 (premium 13.76%), HSBC Holdings 138.988 (premium -0.06%), Power Assets Holdings 61.036 (premium 1.17%), PCCW 5.958 (premium 0.70%), Henderson Land 30.537 (premium 4.14%), Sun Hung Kai Properties 122.852 (premium 0.20%), New World Development 10.638 (premium -3.65%), Swire Pacific A 77.163 (premium 0.50%), Bank of East Asia 13.3 (premium 10.53%), Galaxy Entertainment 43.924 (premium -4.29%), Hang Lung Properties 9.317 (premium 0.14%), Geely Automobile 19.076 (premium -17.02%), CITIC Limited 12.715 (premium -3.89%), Cathay Pacific Airways 12.473 (premium -0.59%), China Gas

CHINA GAS HOLD

China Southern CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

The Hong Kong stock ADR is expected to open 86 points lower this morning, reporting at 26,748 points

CKH HOLDINGS announced that the board strongly opposes the ruling of Panama and the corresponding actions; it will continue to consult legal advisors and reserves all rights

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Hong Kong stocks rose 111 points (0.4%) to 26,887, ending a two-day decline. The increase followed positive momentum from Wall Street and eased pressure from last week's selloff in metals and cryptocurrencies. Mainland shares also gained, supported by a private survey indicating factory activity growth. However, caution prevailed ahead of Hong Kong's retail sales data and China's VAT increase on telecom services. All sectors saw gains, particularly property and financials, with notable increases in mining stocks and companies like CK Hutchison and Wuxi Biologics.

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Hang Seng Composite Index

Hong Kong Stocks Snap Two-Day Slide

$CKH HOLDINGS(00001.HK) Bloomberg cited sources reporting that Chinese shipping companies are in talks to join a consortium seeking to acquire CK Hutchison's (0001) port assets. This move aims to alleviate Beijing's concerns about this controversial deal.The report cited sources stating that China COSCO Shipping Corporation $COSCO SHIP HOLD(01919.HK) and several other companies are in discussions with a consortium led by Terminal Investment Ltd. regarding the potential stake held by Chinese investors. The consortium also includes U.S. company BlackRock and its subsidiary Global Infrastructure Partners.

Cosco Ship Hold

COSCO SHIP HOLD

$CKH HOLDINGS(00001.HK) CK Hutchison sells ports｜Bloomberg: Mainland China requests state-owned enterprises to suspend new cooperation projects with CK Hutchison.Informed sources stated that senior Chinese officials last week requested state-owned enterprises to suspend initiating new project collaborations with Li Ka-shing-related companies, including intended and under-review projects of various types. The sources also mentioned that ongoing cooperative projects are not affected by this request. Additionally, the sources revealed that China is currently conducting research and review of all existing and proposed investments related to the Li family's enterprises both domestically and internationally to better understand their commercial dealings.

$CKH HOLDINGS(00001.HK) why did it suddenly surge?Found the reason:CK Hutchison is said to proceed with Panama ports deal despite China ire - Bloomberg News

News

$CKH HOLDINGS(00001.HK) Comparison of CK Hutchison Holdings' performance in 2023 and 2024: The chairman's report significantly reduced the text coverage of port retail and infrastructure businesses compared to 2023, and there was no mention of the Panama Canal terminal transaction. Additionally, CK Asset Holdings canceled the press conference and analyst meeting, clearly reducing voluntary disclosure risks.$CK ASSET(01113.HK)Moreover, the performance report didn't mention it, and even the outlook was so short. Does this mean they don't even dare to think too far ahead???

CK ASSET

ING Groep

Hong Kong's richest man Li Ka-shing sells Panama ports, unrelated to politics? Yeah right, I don't buy it!After taking office, US President Trump accused China of gaining control of the Panama Canal and vowed to reclaim it.$CKH HOLDINGS(00001.HK) announced last night plans to sell 80% stake in Hutchison Ports at a sky-high price, including 90% stake in Panama ports, expected to cash out HKD 148.2 billion.So the company says: the deal is purely commercial, unrelated to recent political news about Panama ports. Do you believe it????

HU-CKH @EP2605A(18816.HK)

Ports row prompts Hong Kong investors to reassess stakes in Panama: John Lee

Li Jiachao: The Panama court ruling undermines investor confidence

CK Hutchison set for hard fight to secure Panama port deal compensation: experts

The Hong Kong stock ADR is expected to open 439 points lower this morning, reporting at 26,446 points

The Hong Kong stock ADR is expected to open 234 points lower this morning, reporting at 26,613 points