Hong Kong court pushes Kaisa’s liquidation case to August 12, giving developer a breather

Indebted Chinese developer Kaisa Group Holdings was granted another reprieve after a Hong Kong court on Monday adjourned a hearing, allowing the company more time to restructure its debts.

The next hearing will be on August 12, Justice Peter Ng Kar-fai announced, giving the Shenzhen-based developer more time to convince its debt holders and stave off liquidation. The Hong Kong court had adjourned the hearing several times, and the initial petitioner Broad Peak Investment dropped out from the case on March 8.

There is “no excuse” for another adjournment next time if no proposal is put forward between now and then, the judge said.

Citicorp International, as the trustee of an ad hoc group of bondholders, has replaced of the Singapore-based hedge fund company to become the latest petitioner. It filed a petition after the developer failed to repay US$750 million in notes, according to Kaisa’s company filings to the Hong Kong stock exchange.

Kaisa Group Holdings Limited’s Chairman and Executive Director Kwok Ying-shing during a press conference at the Landmark Mandarin Oriental in Central on 27 March 2017. Photo: Jonathan Wong

Kaisa had 226.4 billion yuan of total liabilities and 232.8 billion yuan of total assets as of the end of December 2023, according to its 2023 annual results.

The Shenzhen-based company had tried to restructure its debt for more than two years since it defaulted US$12 billion of offshore debts late 2021. It was the second-largest issuers of offshore bond among Chinese developers after China Evergrande Group, and the first among peers that defaulted on offshore bonds in 2015.

Kaisa’s Chairman Kwok Ying-shing returned to southern China’s Shenzhen, where Kaisa is based, to hold talks with local officials, according to separate reports by Reuters and the Chinese media outlet Caixin. He later inspected several of Kaisa’s projects in Beijing, Guangzhou, and Huizhou in late February and early March, according to the reports.

It was the first time that Kwok had returned to the mainland since the developer’s first dollar-bond default in 2015. It restructured its debt in 2016 before missing another payment in late 2021 as China’s property industry sank deeper into a US$160 billion crisis brought on by the central bank’s so-called “three red lines” deleveraging campaign.

Shares of Kaisa fell by as much as 5.8 per cent to an intraday low of 12.9 Hong Kong cents after its liquidation was adjourned, extending their losses this year.

The case also came amid a wave that more Chinese major developers faces pressure of being liquidated, after Evergrande’s restructuring plan failed to convince its investors and was ordered a winding-up late this January.

Dexin China Holdings, a Zhejiang-based developer, received a winding-up order from a Hong Kong court two weeks ago, extending to the list of developers which failed to convince its creditors on their restructuring plan.

DaFa Properties Group, a Shanghai-based developer, also faces Hong Kong judges on Monday, following by Shimao Group Holdings, which faces a court hearing this Wednesday on a winding-up suit filed by China Construction Bank. Giant developer Country Garden Holdings faces a court hearing dated July 29 on a liquidation petition.

Real estate sector had led bond defaults in China over the past five years, with 59 issuers of the sector defaulting on 319 offshore bonds and 49 issuers defaulting on 194 onshore bonds since 2020, when Beijing’s “three red lines” was introduced, according to a S&P analysis.

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