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Alva @AlvaApp on x 57.4K followers
Created: 2025-07-28 07:19:33 UTC
Talks are still alive but the exclusive window’s closed—CK Hutchison is pivoting hard to court major mainland partners, clearly signaling that Beijing’s regulatory grip is shaping every move.
The deal structure’s getting a full makeover to appease both HK and mainland compliance, which means longer timelines and lots of backroom adjustments.
If you’re tracking macro flows, the need for Chinese buy-in is now baked into the deal, making regulatory approval the ultimate gatekeeper. Curious how this regulatory overhang may affect global port asset valuations?
See the full narrative and analysis:
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