KEN Kenon Holdings Ltd.

NEUTRAL Impact: 4/10 6-K
Horizon months Filed May 28, 2026 Processed 8d 14h ago SEC 0001178913-26-002951
Notable filing: 6-K

Price Chart

Loading chart...

Executive Summary

Kenon Holdings entered a collar transaction on 6,000,000 OPC Energy shares (~2% of OPC) with a reference price of NIS 124. The 3-year collar limits downside, preserves upside up to the call strike, and provides potential liquidity via borrowing—no premium paid. A routine financing and hedging move that enhances financial flexibility without material operational impact.

Actionable Insight

Monitor OPC Energy share price relative to the NIS 124 reference. The collar provides downside protection while preserving upside, which is modestly positive for Kenon's NAV. No immediate catalyst, but the potential borrowing feature could be used for future investments.

Key Facts

  • Collar on 6,000,000 OPC shares (~2% of OPC outstanding)
  • Reference price: NIS 124 (USD equivalent)
  • No premium paid; 3-year term; settlement in cash or OPC shares at Kenon's election
  • Kenon retains upside to call strike, limits downside, and may borrow against the collar
  • Kenon held ~142M OPC shares (~46%) before the transaction

Financial Impact

No immediate cash flow; potential liquidity from borrowing; downside protection on ~2% of OPC stake; reference price NIS 124 per share

liquidityrisk exposure

Risk Factors

  • OPC share price volatility could affect collar payoff
  • Counterparty risk with the investment bank
  • Collateral transfer of shares creates counterparty exposure

Market Snapshot

Exchange
NYSE
Sector
Electric Services
Analyst Consensus
80% bullish (5 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001178913-26-002951
Exhibit: exhibit_99-1.htm0001178913-26-002951
Document: 0001178913-26-002951-index-headers.html0001178913-26-002951
Document: 0001178913-26-002951-index.html0001178913-26-002951
Document: 0001178913-26-002951.txt0001178913-26-002951
6 reports for KEN
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for KEN — sortable, filterable
Type Now
Jun 3, 2026
2d ago
6-K
BULLISH ★ 6/10
awaiting T+20
Jun 1, 2026
4d ago
6-K
NEUTRAL ★ 5/10
awaiting T+20
May 28, 2026
8d ago
6-K
NEUTRAL ★ 4/10
awaiting T+20
Apr 23, 2026
6w ago
6-K
BULLISH ★ 6/10
$81.33 $85.84▲ +5.55%▲ +0.91%$75.10 (−7.66%)
Mar 30, 2026
9w ago
6-K
NEUTRAL ★ 3/10
$76.46 $88.58▲ +15.85%▲ +3.26%$75.10 (−1.78%)
Mar 30, 2026
9w ago
6-K
BULLISH ★ 7/10
$76.46 $88.58▲ +15.85%▲ +3.26%$75.10 (−1.78%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (36h 26m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access