COUNTRY GARDEN Sets December 30 as Date for Restructuring to Take Effect
Debt Restructuring Announcement: Country Garden has set December 30, 2025, as the effective date for its offshore debt restructuring, contingent on meeting specific conditions outlined in their scheme.
Short Selling Activity: The company reported short selling of $1.49 million, with a short selling ratio of 3.715%.
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COUNTRY GARDEN Reports Approximately 170,000 Home Deliveries Last Year, Targets Positive Operating Cash Flow for This Year
Company Performance: COUNTRY GARDEN announced the delivery of nearly 170,000 homes in 2025, contributing to a total of approximately 1.15 million homes delivered from 2023 to 2025.
Future Goals: Chairman Yang Huiyan stated the company aims to complete most home deliveries by mid-2026, focusing on improving its balance sheet and achieving positive cash flow and profits.
Country Garden's January Contracted Sales Experience a Minor Year-on-Year Decline of Approximately 2% to RMB 2.21 Billion
Stock Performance: COUNTRY GARDEN's stock increased by 1.818%, with a short selling amount of $20.98 million and a ratio of 16.500%.
Sales Report: The company reported contracted sales of approximately RMB2.21 billion in January 2026, reflecting a 2.21% decrease year-over-year, with a total contracted sales GFA of about 280,000 square meters.
SUNAC/CHINA AOYUAN Shares Surge 22%/16% as Chinese Developers Allegedly Exempt from Monthly 'Three Red Lines' Reporting
Chinese Property Developers Surge: Several HK-listed Chinese property developers, including SUNAC and COUNTRY GARDEN, experienced significant stock price increases, with SUNAC rising by 23.3% and COUNTRY GARDEN by 18.2%.
Trading Volume and Short Selling: The trading volume was substantial, with billions of shares exchanged and notable short selling activity, particularly in COUNTRY GARDEN and CHINA VANKE.
Regulatory Changes: Reports indicate that Chinese property developers are no longer required to report the "Three Red Lines" metrics monthly, although some distressed companies must still report financial indicators to local task forces.
Blue-Chip Stocks Performance: Among blue-chip stocks, CHINA OVERSEAS and LONGFOR GROUP also saw positive movements, with increases of 3.99% and 4.15%, respectively, amidst significant short selling.
<Study> JPM Ratings and Target Prices for Chinese Developers/Managers (Table)
JPMorgan's Ratings for Chinese Developers: JPMorgan has assigned "Overweight" ratings to several Chinese developers, including China Res Land and China Overseas, with target prices ranging from HKD 1.75 to HKD 35, while some companies like Country Garden and Sunac are rated "Underweight."
JPMorgan's Ratings for Chinese Managers: The investment bank also rates various Chinese property management firms, with "Overweight" ratings for China Res Mixc and Poly PPT Ser, while Sunac Services and A-Living are rated "Underweight," indicating a cautious outlook.
Chinese Developers Decline Significantly as CIFI HOLD GP Drops 10%, While CHINA VANKE Rises 2.6%
Hong Kong Stock Market Performance: Hong Kong stocks opened lower on the 21st, with the HSI initially dropping 90 points before rebounding slightly, ultimately closing down 52 points at 26,435 with a turnover of $96.386 billion.
Chinese Blue Chip Developers: Major Chinese blue chip developers experienced declines, with LONGFOR GROUP, CHINA RES LAND, and CHINA OVERSEAS dropping between 0.5% and 3.2%, while CHINA RES MIXC saw a slight increase of 0.2%.
CIFI HOLD GP's Significant Drop: CIFI HOLD GP opened flat but fell significantly during the morning session, dropping 10.29% to a listing low of $0.122 after a previous 16% plunge on block trade.
CHINA VANKE's Bondholder Approval: CHINA VANKE outperformed its peers with a 2.6% gain after bondholders approved a plan to adjust repayment arrangements, including a 40% principal repayment by the end of January and an extension for the remaining 60%.
Country Garden Real Estate Group's Three Bonds Set to Resume Trading Tomorrow at Market Opening
Stock Performance: Country Garden's stock (02007.HK) has seen a decline of 3.896%, with a short selling amount of $11.32 million and a ratio of 15.568%.
Bond Repayment Announcement: The company announced the completion of cash early repayment for three bonds on December 26, 2025, which will resume trading on January 9.
COUNTRY GARDEN Reports Approximately 170,000 Home Deliveries Last Year, Targets Positive Operating Cash Flow for This Year
Company Performance: COUNTRY GARDEN announced the delivery of nearly 170,000 homes in 2025, contributing to a total of approximately 1.15 million homes delivered from 2023 to 2025.
Future Goals: Chairman Yang Huiyan stated the company aims to complete most home deliveries by mid-2026, focusing on improving its balance sheet and achieving positive cash flow and profits.
Country Garden's January Contracted Sales Experience a Minor Year-on-Year Decline of Approximately 2% to RMB 2.21 Billion
Stock Performance: COUNTRY GARDEN's stock increased by 1.818%, with a short selling amount of $20.98 million and a ratio of 16.500%.
Sales Report: The company reported contracted sales of approximately RMB2.21 billion in January 2026, reflecting a 2.21% decrease year-over-year, with a total contracted sales GFA of about 280,000 square meters.
SUNAC/CHINA AOYUAN Shares Surge 22%/16% as Chinese Developers Allegedly Exempt from Monthly 'Three Red Lines' Reporting
Chinese Property Developers Surge: Several HK-listed Chinese property developers, including SUNAC and COUNTRY GARDEN, experienced significant stock price increases, with SUNAC rising by 23.3% and COUNTRY GARDEN by 18.2%.
Trading Volume and Short Selling: The trading volume was substantial, with billions of shares exchanged and notable short selling activity, particularly in COUNTRY GARDEN and CHINA VANKE.
Regulatory Changes: Reports indicate that Chinese property developers are no longer required to report the "Three Red Lines" metrics monthly, although some distressed companies must still report financial indicators to local task forces.
Blue-Chip Stocks Performance: Among blue-chip stocks, CHINA OVERSEAS and LONGFOR GROUP also saw positive movements, with increases of 3.99% and 4.15%, respectively, amidst significant short selling.
<Study> JPM Ratings and Target Prices for Chinese Developers/Managers (Table)
JPMorgan's Ratings for Chinese Developers: JPMorgan has assigned "Overweight" ratings to several Chinese developers, including China Res Land and China Overseas, with target prices ranging from HKD 1.75 to HKD 35, while some companies like Country Garden and Sunac are rated "Underweight."
JPMorgan's Ratings for Chinese Managers: The investment bank also rates various Chinese property management firms, with "Overweight" ratings for China Res Mixc and Poly PPT Ser, while Sunac Services and A-Living are rated "Underweight," indicating a cautious outlook.
Chinese Developers Decline Significantly as CIFI HOLD GP Drops 10%, While CHINA VANKE Rises 2.6%
Hong Kong Stock Market Performance: Hong Kong stocks opened lower on the 21st, with the HSI initially dropping 90 points before rebounding slightly, ultimately closing down 52 points at 26,435 with a turnover of $96.386 billion.
Chinese Blue Chip Developers: Major Chinese blue chip developers experienced declines, with LONGFOR GROUP, CHINA RES LAND, and CHINA OVERSEAS dropping between 0.5% and 3.2%, while CHINA RES MIXC saw a slight increase of 0.2%.
CIFI HOLD GP's Significant Drop: CIFI HOLD GP opened flat but fell significantly during the morning session, dropping 10.29% to a listing low of $0.122 after a previous 16% plunge on block trade.
CHINA VANKE's Bondholder Approval: CHINA VANKE outperformed its peers with a 2.6% gain after bondholders approved a plan to adjust repayment arrangements, including a 40% principal repayment by the end of January and an extension for the remaining 60%.
Country Garden Real Estate Group's Three Bonds Set to Resume Trading Tomorrow at Market Opening
Stock Performance: Country Garden's stock (02007.HK) has seen a decline of 3.896%, with a short selling amount of $11.32 million and a ratio of 15.568%.
Bond Repayment Announcement: The company announced the completion of cash early repayment for three bonds on December 26, 2025, which will resume trading on January 9.
