Breakingviews - Li clan’s Panama problem epitomises a discount
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2025
0mins
Source: Reuters
U.S. Pressure on Panama: The U.S. government, under President Trump, is pressuring Panama to cancel contracts with CK Hutchison, a Hong Kong-based infrastructure conglomerate, due to concerns over Chinese influence in the region's ports, particularly those near the Panama Canal.
Challenges for CK Hutchison: The company faces significant challenges, including a deep valuation discount and potential legal battles if the Panama concession is unwound, alongside the impact of U.S. tariffs reducing port throughput, prompting considerations for asset sales or additional listings abroad.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








