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$SUNAC (01918.HK)$ The resumption of trading was quite “unexpected”. The time for resuming trading was far faster than most people expected; although I know, the resumption of trading will definitely be earlier than the deadline.
The resumption of trading by Sunac mainly depends on two things: one is the progress of debt restructuring; the other is that asset projects prove “sustainable management.”
First, significant progress has been made:Sunac's foreign debt restructuring of about 10 billion US dollars has recently announced a formal restructuring plan. It is expected that the plan will receive more than 75% approval; at the end of 2022, Sunac has already restructured 16 billion yuan of domestic debt.
Item 2: After inventory impairment has been fully calculated,As of the end of 2022, Sunac's net assets were approximately 86.4 billion yuan.Moreover, Sunac has quite a few high-quality projects. Furthermore, in January-March, Sunac delivered a total of nearly 0.04 million units, covering an area of over 6 million square meters.For a housing enterprise in the process of risk management, this achievement is indeed not easy.
As early as March 28, when the overseas debt restructuring plan was announced, almost all friends in the real estate industry who were concerned about Sunac's fate breathed a sigh of relief. Sunac survived.The resumption of trading, on the other hand, is a further step in the revival of the enterprise.The liquidity of stocks has been restored.
But while cheering, the risk is still very high:
First, Sunac's stock price performance. There are expectations for the resumption of trading to decline, but investors are divided as to how much it will fall. It is worth pointing out that a few investors still have unrealistic fantasies. Based on Kaisa's performance in resuming trading, I personally believe that if Sunac's stock price falls below 50%, it won.Hi...
The resumption of trading by Sunac mainly depends on two things: one is the progress of debt restructuring; the other is that asset projects prove “sustainable management.”
First, significant progress has been made:Sunac's foreign debt restructuring of about 10 billion US dollars has recently announced a formal restructuring plan. It is expected that the plan will receive more than 75% approval; at the end of 2022, Sunac has already restructured 16 billion yuan of domestic debt.
Item 2: After inventory impairment has been fully calculated,As of the end of 2022, Sunac's net assets were approximately 86.4 billion yuan.Moreover, Sunac has quite a few high-quality projects. Furthermore, in January-March, Sunac delivered a total of nearly 0.04 million units, covering an area of over 6 million square meters.For a housing enterprise in the process of risk management, this achievement is indeed not easy.
As early as March 28, when the overseas debt restructuring plan was announced, almost all friends in the real estate industry who were concerned about Sunac's fate breathed a sigh of relief. Sunac survived.The resumption of trading, on the other hand, is a further step in the revival of the enterprise.The liquidity of stocks has been restored.
But while cheering, the risk is still very high:
First, Sunac's stock price performance. There are expectations for the resumption of trading to decline, but investors are divided as to how much it will fall. It is worth pointing out that a few investors still have unrealistic fantasies. Based on Kaisa's performance in resuming trading, I personally believe that if Sunac's stock price falls below 50%, it won.Hi...
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