Red Flags On Indebted Chinese Developers

With restricted financing remaining a key risk, larger and more solvent names will fare better amid sector consolidation.

Kate Lin, CAIA 23 July, 2021 | 10:54
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Fallen Bollard

 

The recent debt drama involving China Evergrande Group (03333) should propel investors to evaluate the risks of investing in China’s property development sector. Especially as policy headwinds may only leave the strongest builders standing.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
China Overseas Land & Investment Ltd16.58 HKD-2.81Rating
China Resources Land Ltd29.85 HKD-1.32Rating

About Author

Kate Lin, CAIA

Kate Lin, CAIA  is a Data Journalist for Morningstar Asia, and is based in Hong Kong

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