Hutchison Port Holdings Trust

[wj888]

I read somewhere that it is cheaper for Mr Li to spin it off as a trust and retain ownership of the whole thing via the trust managers instead of the normal route of listing in hk whereby you need to acquire substantial ownership via the shares.

You read it here first!

[mrEngineer]

Read from other forums that the listing of Hutchison Port Trust may be related to opening of new shipping route to China via Thailand or Myanmar.. interesting but worrisome. I have heard the story of new canal in Thailand since school geography days..

[freedom]

need canal?

I thought high speed rail straight to indian ocean

[yeokiwi]

Read from other forums that the listing of Hutchison Port Trust may be related to opening of new shipping route to China via Thailand or Myanmar.. interesting but worrisome. I have heard the story of new canal in Thailand since school geography days..

US$6 billion is too little to build canal.
US$60 billion may be able to make it with port facilities.
Want petroleum refineries? a few billion more....

I doubt LKS is interested to do national service for china.
The large sum of investment, unrest in south thailand and the weak government in thailand will make the project extremely difficult.

[mrEngineer]

Oh what I meant is that superman trying to offload some of his assets that may be impacted in the future due to the new shipping routes introduced.

[yeokiwi]

Oh what I meant is that superman trying to offload some of his assets that may be impacted in the future due to the new shipping routes introduced.

I see
But theoretically, the ports in HK and China are unaffected with or without thai canal.
Only Singapore is affected and to a lesser extent, malaysia.

[mrEngineer]

Ok maybe not Thai canal but the opening of Myanmar port with large funding to connect oil & gas lines from Myanmar to china Yunnan will result in bypassing the entire SEA region including hong kong for energy trade. Interpreted this from other forum and not a subject expert. But not nice to copy material from another forum. Hee.

[lonewolf]

need canal?

I thought high speed rail straight to indian ocean

Shipping goods using containers is still the most economical form of moving goods. High speed rail are designed to move people and not goods. So yes, you will still need a canal.

The large sum of investment, unrest in south thailand and the weak government in thailand will make the project extremely difficult.

Agree. Personally I dun think this will happen in our lifetimes. Dun forget the tree huggers protest; and with environmental issues getting greater traction nowadays (becos of a lot of natural disasters), it will be hard to push this project through.

Ok maybe not Thai canal but the opening of Myanmar port with large funding to connect oil & gas lines from Myanmar to china Yunnan will result in bypassing the entire SEA region including hong kong for energy trade. Interpreted this from other forum and not a subject expert. But not nice to copy material from another forum. Hee.

Energy trade? Not really related to container shipping. There are only a few megaport in this region (ex China) - Spore, HK and M'sia. So the container ships will still have to call one of these ports (for those heading east to China)

[freedom]

given the pirates at Malacca strait, there will be no surprise, certain percenage of goods will be transported to indian ocean using rail instead of containership though rail may cost much more. also China will slowly phase out as the center of export as its wages and cost rises. Goods from China to SEA, containerships does not really save time or moeny.

as for energy trade, soon more oil tankers from middle east to China will unload at certain ports of Thailand/Myanmar and to China through oil pipeline. as oil from Russia, Central Asia or Iran, it will use oil pipiline for security and other reasons.

[edragon]

There is also the construction of the $1 billion container port at Hambantota on Sri Lanka's southeastern coast by one of China's SOE J/V with the Sri Lankan Government.
The deep-water port will include a development zone and an oil refinery.