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14.08.25 - 19:33
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No Panama Port Deal For CK Hutchison And BlackRock This Year (ZeroHedge)
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No Panama Port Deal For CK Hutchison And BlackRock This Year
The $19 billion sale of CK Hutchison's 43 global ports, including two strategically vital ports on the Panama Canal (Balboa and Cristóbal terminals), to a BlackRock-led consortium is far from completion, mired in the crossfire of US-China trade and geopolitical tensions.
CK Hutchison co-managing director Frank Sixt told Wall Street analysts during its interim earnings results earlier today that the deal's complexity means it likely won't be completed this year, especially after China demanded earlier this summer that its largest shipping company, Cosco, be included in the Western-investor deal.
"We are in a new stage of our deal and that includes, as we have said, discussions with a major strategic Chinese investor," Sixt said.
He continued, "I believe that there is a reasonable chance that those discussions will lead to a deal that is good for all of the parties, ourselves included, and most importantly,...
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07.08.25 - 21:12
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US envoy calls for barring Chinese-linked operators from key Panama Canal ports (SCMP)
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The US ambassador to Panama on Wednesday called for the removal of Chinese-linked operators from key Panama Canal ports, sharpening Washington's campaign to curb Beijing's influence over Latin American strategic infrastructure.
Speaking during a visit to Colón, Kevin Marino Cabrera criticised Panama Ports Company, a subsidiary of Hong Kong-based CK Hutchison, and said Washington supported efforts to replace it.
“Our position is that they are a bad operator. They have not done a good job,”......
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29.07.25 - 19:36
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Panama logs over 160 actions in ports investigation amid US-China canal dispute (SCMP)
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Panama's chief prosecutor said on Tuesday that more than 160 actions have been taken so far in a high-profile investigation into alleged wrongdoing by Panama Ports Company, the unit of Hong Kong's CK Hutchison Holdings that operates two Panama Canal ports, as the country finds itself in the crosshairs of a deepening power struggle between the US and China.
Attorney General Luis Carlos Gómez said that prosecutors are conducting interviews, issuing special requests and deploying investigative......
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23.07.25 - 23:24
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Orbia Announces Second Quarter 2025 Financial Results (Business Wire)
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MEXICO CITY--(BUSINESS WIRE)--Orbia Advance Corporation, S.A.B. de C.V. (BMV: ORBIA*) (“the Company” or “Orbia”) today released unaudited results for the second quarter of 2025.
Orbia delivered revenues of $1.97 billion and EBITDA of $300 million for the second quarter of 2025, despite continued challenging market conditions in many parts of the world. However, we are beginning to observe early signs of stabilization and slight improvement in select markets. The Company made meaningful progress on its operational efficiency initiatives and maintained or improved its market position across most business groups.
Q2 2025 Financial Highlights
(All metrics are compared to Q2 2024 unless otherwise noted)
Net revenues of $1,967 million were flat year-over-year, driven by lower revenues in Polymer Solutions and Building & Infrastructure offset by higher revenues in Fluor & Energy Materials, Connectivity Solutions and Precision Agriculture.
EBITDA of $300 million decreased 10%, primarily driven by Polymer ...
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17.07.25 - 19:06
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China Demands Its Shipping Giant Join Western-Led Panama Ports Deal (ZeroHedge)
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China Demands Its Shipping Giant Join Western-Led Panama Ports Deal
A new report from the Wall Street Journal suggests that President Trump may be growing concerned—or is already alarmed—by this new development: Beijing is now demanding that China's largest shipping company, Cosco, be included in the Western-investor deal to purchase ports from Hong Kong–based CK Hutchison.
The future of CK Hutchison's deal to sell two Panama ports—the Balboa and Cristóbal terminals (40 other ports worldwide)—to a BlackRock-led consortium is becoming increasingly complex with Beijing pushing for Cosco to join the group of investors...
Here's more from the report:
China is pushing for state-owned Cosco to be an equal partner and shareholder of the ports with BlackRock and Mediterranean Shipping Co., a containership operator, according to people familiar with the deal talks. BlackRock and MSC in March reached a preliminary agreement to buy the ports in a deal valued at nearly $23 billion.
Now, B...
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16.07.25 - 15:24
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"Graf Zahl" Stefan Meißner über sein wikifolio FocusedYieldInvesting: "Ich kassiere zufrieden meine Dividenden!" (BRN)
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Eben noch auf der wiki-Showbühne, jetzt schon im Börsenradio: Stefan Meißners wikifolio FocusedYieldInvesting ( https://www.wikifolio.com/de/de/w/wffoyieldi ) ist "pur fundamental" und weist pro Jahr 30 % Rendite auf. Meißner, dessen größtes Vorbild Warren Buffett ist, arbeitet mit einem eigenen Investment-Tool, wobei er eher ein Graf Zahl ist, denn ein Technik-Geek: "Ich kassiere zufrieden meine Dividenden." Im Portfolio unter anderem: "Dividendenwert" Höegh Autoliners, Bank of Georgia, TBC BANK GROUP, JD.com, Stellantis, Halyk, Thungela Resources, Petroleo Brasileiro - Petrobras und Centene....
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16.06.25 - 23:27
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Orbia Announces Conference Call For Its Second Quarter 2025 Earnings Results (Business Wire)
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MEXICO CITY--(BUSINESS WIRE)--Orbia Advance Corporation, S.A.B. de C.V. will release its second quarter 2025 earnings results after the market closes on Wednesday, July 23, 2025.
On Thursday, July 24, 2025, Management will host a conference call and Q&A session to review the Q2 2025 results.
Date:
Thursday, July 24, 2025
Time:
9:00 a.m. MX | 11:00 a.m. ET
Speakers:
Sameer Bharadwaj
Chief Executive Officer
Jim Kelly
Chief Financial Officer
Diego Echave
VP, Investor Relations
Dial-in numbers:
From the USA (toll free):
+1-(888)-339-0721
From Mexico (toll free):
+001-855 817-7630
From other countries:
+1-(412)-317-5247
When dialing in, please let the operator know you are here for the Orbia earnings call.
Participants are requested to connect 10 minutes prior to start time.
The presentation that will be used during the webcast will be available on the Investors section of the Orbia website. A recording of the webcast will be posted on the website shortly after the call is completed. The webcast can be a...
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