Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Reportedly, <a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison (1 HK)</a> is exploring a dual-listing of AS Watson (Hong Kong &amp; London) in the second half of this year.</li>
<li>AS Watson reported FY25 revenue and EBITDA of HK$209bn and HK$18.2bn. A US$30bn valuation is touted, or ~13x turns of EBITDA.</li>
<li>Elsewhere, CKH is exploring listing its European telcos; talks remain ongoing regarding the sale of ex-China/Panama ports; and potentially merging Park N Shop with <a href="https://www.smartkarma.com/entities/dfi-retail-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:7427:1" rel="noopener">DFI Retail Group (DFI SP)</a>'s Wellcome.</li>
</ul>


Reportedly, CK Hutchison (1 HK) is exploring a dual-listing of AS Watson (Hong Kong &amp; London) in the second half of this year.
AS Watson reported FY25 revenue and EBITDA of HK$209bn and HK$18.2bn. A US$30bn valuation is touted, or ~13x turns of EBITDA.
Elsewhere, CKH is exploring listing its European telcos; talks remain ongoing regarding the sale of ex-China/Panama ports; and potentially merging Park N Shop with DFI Retail Group (DFI SP)'s Wellcome.


CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul>
<li>Rava has successfully acquired Peninsula Private Hospital from Australian Unity for a total of $208 million.</li>
<li>Blackstone's Horizon has reported a significant 36% increase in EBITDA and a notable reduction in losses post-IPO in India.</li>
<li>NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin, South Korea.</li>
</ul>


Rava has successfully acquired Peninsula Private Hospital from Australian Unity for a total of $208 million.
Blackstone's Horizon has reported a significant 36% increase in EBITDA and a notable reduction in losses post-IPO in India.
NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin, South Korea.


Asia Real Estate Tracker (15-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

<ul><li>Rava’s Barwon has successfully acquired Peninsula Private Hospital for $208 million from Australian Unity.</li><li>Blackstone's Horizon has reported a significant 36% increase in EBITDA and reduced losses post-IPO in India.</li><li>NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin.</li></ul>

Rava’s Barwon has successfully acquired Peninsula Private Hospital for $208 million from Australian Unity.Blackstone's Horizon has reported a significant 36% increase in EBITDA and reduced losses post-IPO in India.NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin.

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison (1 HK)</a>'s arbitration - with the Panama government AND Maersk - continues, with China's full backing, over the (ostensibly) illegal confiscation of the Balboa and Cristobal ports. </li>
<li>Elsewhere, ongoing divestments are further stacking CKH's cash pile, a development not lost on the three key rating agencies.</li>
<li>And CKH's 16.7% stake in <a href="https://www.smartkarma.com/entities/cenovus-energy-inc-0528db43-4e16-4d42-8ab6-6a0bf8bb767e" target="_blank" data-smartkarma-citation="entities:27961:1" rel="noopener">Cenovus Energy (CVE US)</a>, already a strong cashflow generator, is a key standout from the ongoing Iran situation.  </li>
</ul>



CK Hutchison (1 HK)'s arbitration - with the Panama government AND Maersk - continues, with China's full backing, over the (ostensibly) illegal confiscation of the Balboa and Cristobal ports. 
Elsewhere, ongoing divestments are further stacking CKH's cash pile, a development not lost on the three key rating agencies.
And CKH's 16.7% stake in Cenovus Energy (CVE US), already a strong cashflow generator, is a key standout from the ongoing Iran situation.  


CK Hutch (1 HK): The Optics Are Looking Favourable

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison Holdings (1 HK)</a> has announced a 7% increase in underlying profit in 2025 of HK$22.3bn. </li>
<li>Factoring in a one-off ⁠non-cash loss of HK$10.9bn relating to the UK telcos merger of 3UK with Vodafone, net profit declined ⁠31% to HK$11.8bn.  </li>
<li>Chairman Victor Li Tzar-kuoi added the group’s businesses will face "new and perhaps unforeseen challenges in 2026"; and is under “absolutely no pressure” to sell any assets.</li>
</ul>



CK Hutchison Holdings (1 HK) has announced a 7% increase in underlying profit in 2025 of HK$22.3bn. 
Factoring in a one-off ⁠non-cash loss of HK$10.9bn relating to the UK telcos merger of 3UK with Vodafone, net profit declined ⁠31% to HK$11.8bn.  
Chairman Victor Li Tzar-kuoi added the group’s businesses will face "new and perhaps unforeseen challenges in 2026"; and is under “absolutely no pressure” to sell any assets.


CK Hutchison (1 HK): "New And Perhaps Unforeseen Challenges"

Hong Kong

CK Hutchison is a multinational conglomerate with core businesses in ports and related services, retail, infrastructure, and telecommunications, operating across over 50 countries. The company's diverse portfolio includes global port operations, health and beauty retail through AS Watson, and investments in energy, transportation, and mobile telecommunications. It was formed in March 2015 and is headquartered in Hong Kong.

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CK Hutchison (1 HK)

CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy

A ~47% disc. to NAV & fwd P/B of 0.46x, CKH is inexpensive. Assets sales (ports, telcos, utility, supermarkets) ongoing and purported; plus...

David Blennerhassett

Asia Real Estate Tracker (15-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava acquired Peninsula Private Hospital for $208M, Blackstone's Horizon reported a 36% EBITDA increase, and NFD Korea began a 300MW data center in...

Asia Real Estate Tracker

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava’s Barwon buys Peninsula Private Hospital for $208M, while Blackstone's Horizon sees a 36% EBITDA rise; APAC real estate news includes major...

Asia Real Estate Tracker

CK Hutch (1 HK): The Optics Are Looking Favourable

Two media articles have now appeared this week, concerning CKH. The first concerns China Merchants reportedly joining a consortium (including...

David Blennerhassett

CK Hutchison (1 HK): "New And Perhaps Unforeseen Challenges"

CKH-controlled Panama Ports Company announced it has widened its claims in an international arbitration case against the Republic of Panama,...

David Blennerhassett

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