China property stocks fall after Evergrande debt revamp plan

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China Evergrande Group's long-awaited offshore debt restructuring proposals failed to address investor concerns about the property sector's prospects, sending shares of rival developers lower on Thursday.

Under the debt restructuring plan, Evergrande bondholders were given two main options. Creditors can either swap all of their holdings into new notes with maturities of 10 to 12 years, or convert them into different combinations of new notes with tenors of five to nine years and equity-linked instruments.

"For creditors, what is the alternative or right of recourse? Sounds blunt, but it is what it is," said David Blennerhassett, Quiddity Advisors analyst who publishes on Smartkarma told Reuters. "I think its too early to speculate that this could show that the worst is over for Evergrande," he added. Evergrande said on Wednesday that additional financing of 250 billion yuan to 300 billion yuan would be required for its business as it resumes operations over the next three years.

Reporting by Xie Yu, Scott Murdoch, Samuel Shen, Clare Jim; Editing by Sumeet Chatterjee and Jamie Freed

 

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