South Korea's Legoland default points to wider bond market stress

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A missed bond payment by the developer of a South Korean theme park has rattled the country's money markets and raised worries about the prospect of a credit crunch similar to the kind that threw China's property market and economy into crisis.

South Korea's central bank and financial regulators scrambled this week to contain the risks of wider financial fallout as local short-term yields spiked, crippling some major institutions' ability to meet near-term funding needs.

While official efforts to calm markets have prevented wider dysfunction in financial markets this week, money market confidence is fragile with the yield on 91-day commercial paper at a 13-year high of 4.58% on Friday from 3.25% a month earlier. The missed debt payment by the Gangwon Jungdo Development has raised questions about loans related to hundreds of thousands of other projects in Asia's fourth-largest economy and even drawn alarming parallels with China'sIt also shocked some investors as the case showed even state-backed developers at risk of defaults amid surging interest rates. The company is 44% owned by Gangwon Province, whose asset-backed commercial paper was A1 rated and guaranteed by the local government.

Legoland, a the park resort on the island of Chuncheon that boasts 40 rides and a 154-room hotel, said on Thursday it will close down for three months starting January 2023 "for maintenance."Some top-tier state-run enterprises have struggled to obtain financing this week, even after the government's 50 trillion won AAA rated state-run Korea Electric Power Corp. failed to get enough bidders for its three-year corporate bonds on Tuesday, while Korea Gas Corp.

 

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