CKH HOLDINGS(HK:00001) Sou Hu Cai Jing·2025-03-25 14:19Group 1 - Li Ka-shing's CK Hutchison Holdings announced a principle agreement to sell 90% of its stake in the Panama port company to a consortium led by BlackRock, which includes Mediterranean Shipping Company [1] - The sale involves the complete divestment of CK Hutchison's holdings in Hutchison Port Holdings and Hutchison Port Group, which together control 80% of Hutchison Port Group's global interests [1] - The political climate in Panama shifted after U.S. Secretary of State Rubio pressured the Panamanian government, leading to an audit of Li Ka-shing's port operations and a potential revocation of his operating rights [3] Group 2 - U.S. President Trump has threatened the Houthi organization in Yemen, stating that they will be "completely destroyed" following intensified airstrikes against areas under their control [5] - The Houthis have been involved in attacks on Western shipping in the Red Sea, which has caused significant disruptions in global shipping routes and increased logistics costs [6] - Trump's military strategy against the Houthis differs from the previous Biden administration, as it includes broader targets, potentially increasing operational efficiency against the group [6][8]