长和港口交易可能不包括巴拿马港口

Core Viewpoint - The ongoing controversy surrounding the port transaction involving CK Hutchison Holdings Limited (referred to as "CK Hutchison") is primarily due to U.S. intervention, despite the two Panamanian ports accounting for only about 4% of the total transaction value [2][3]. Group 1: Transaction Details - CK Hutchison plans to sell a series of port operations to a consortium led by BlackRock, with a total transaction value of $22.765 billion [2][4]. - The transaction involves two parts: the sale of 90% of the Panamanian port company, which operates the Balboa and Cristobal ports, and the sale of 80% effective control rights over 43 ports across 23 countries [4]. - The Aponte family, led by Gianluigi Aponte, is seeking to become the lead investor in the consortium acquiring the 43 ports from CK Hutchison [3]. Group 2: Potential Changes in Transaction Structure - The Aponte family is considering separating the two Panamanian ports from the overall transaction to address ongoing disputes [2][3]. - If the separation occurs, it may lead to further adjustments in the transaction structure, particularly regarding the ownership stakes held by BlackRock and Singapore's GIC Pte in Terminal Investment Ltd (TiL) [3]. Group 3: Company Background - MSC, founded by Gianluigi Aponte, has a net worth exceeding $100 billion, with its family involved in shipping since the 17th century [5]. - If the transaction is completed, TiL, which is controlled by MSC, will be responsible for the operation of the ports [5].