Evergrande is not paying it back, Country Garden is not paying it back, and Wang Jianlin, who is thi

Mondo Social Updated on 2024-01-30

The three former richest men are ushering in different destinies.

In 2017, Xu Jiayin became the richest man with a net worth of 290 billion yuan.

At present, Boss Xu has been controlled and has become the second former richest man in prison after Huang Guangyu, Evergrande 2A $4 trillion debt hangs in the balance.

In 2007, Country Garden was successfully listed, and Yang Huiyan became the richest man that year with a net worth of 130 billion yuan.

At present, Country Garden is still making every effort to solve the debt crisis, and 9 bonds totaling more than 15 billion yuan have been approved by creditors to be extended and repaid after three years.

In the year, Wang Jianlin ascended to the throne of the richest man three times, and "earning him a small goal" became popular all over the Internet.

But since the beginning of this year, Wang Jianlin has been selling assets and raising funds through various methods.

Some time ago, Wang Jianlin appeared in Datong, **exposed**, Wang Jianlin changed his old rich image and lost weight, although he still looks energetic, but the haggard between his eyebrows is difficult to hide, and some netizens even said that he "the whole person has been out of phase".

Not long ago, Wanda announced that it was ready to redeem nearly 3.8 billion yuan of "20 Wanda 01" resale bonds.

This news has attracted widespread attention, and it is positive news for the real estate industry for a long timeFor Wang Jianlin, this is another "insurance" for Wanda Commercial Management's listing.

When the real estate circle is "thundering", the vast majority of developers are either lying flat or rotten, why did Wang Jianlin choose a completely opposite path?

On July 11, Wanda Film announced that Wanda Investment transferred 1800,000,000 shares, 12.5 million shares**07 yuan shares, a total of about 21700 million yuan.

On July 18, Wanda Electric issued an announcement that Wanda Investment transferred 17.7 billion shares, 13.7 billion shares transferred**17 yuan shares, a total of about 233.5 billion yuan.

On July 21, Wanda Investment announced that 49% of the company's equity was transferred to Shanghai Ruyi Film and Television for a transaction consideration of 226.2 billion yuan.

In just 10 days, Wang Jianlin has raised a total of 67 shares for 3 consecutive times5.7 billion yuan.

However, if you calculate the stock price of Wanda Film on July 24, Wang Jianlin lost nearly 5 small targets in the two transactions on July 11 and 18.

Why is Wang Jianlin, who has always been shrewd, willing to suffer huge losses and rush to cut meat to cash out?

And after the end of the epidemic this year, the domestic film market has picked up significantly, and Wanda Films is one of the few high-quality assets in Wang Jianlin's hands, why does he frequently cut meat at this time?

This is also due to the huge debt that Wanda is facing.

According to Wind's data, Wanda Commercial Management will repay 79.8 billion yuan in borrowings and other debts this year.

However, as of the first quarter of this year, Wanda's cash and assets that can be realized to repay debts are only 63.6 billion yuan, and the debt gap has reached 162 small targets.

This means that even if he does not borrow new debts at all, Wang Jianlin will have to make up 16.2 billion yuan in one year, but according to Wanda's financial report for the first half of the year, the company's net profit is only 67$2.9 billion.

Therefore, if Wanda's operating capacity is increased by more than 2 times in the second half of the year, it will only be able to repay debts by the end of the year, but this is basically impossible for Wanda.

Of course, this is not the most headache for Wang Jianlin.

After all, there is still room for maneuver through the transfer of debts, but the VAM agreement signed between Wanda and investors is a sword of Damocles hanging over Wang Jianlin's head.

According to the VAM agreement, if Wanda Commercial Management cannot complete the listing this year, then Wang Jianlin must spend 44 billion yuan in cash to buy back the shares in the hands of investors.

The 4400000000000000000000000000000000000000000000000000000

Therefore, for Wang Jianlin, Wanda cannot afford any mistakes at present, and the listing is only allowed to succeed and not fail.

On December 23, 2014, Wanda Commercial was listed in Hong Kong, but its stock price was depressed for a long time after listing, and even hovered around its net assets per share.

Wang Jianlin believed that Wanda Commercial was seriously undervalued by investors, so he angrily withdrew from the Hong Kong stock market in October 2016.

Wang Jianlin's confidence in delisting came from the prospectus documents submitted to the China Securities Regulatory Commission in August 2015, which showed that the listed assets were divided into three sectors: business management, hotels, and cultural tourism.

In 2016, Wanda started fundraising and promised to list A-shares within 2 years, but in 2017, Wanda suffered a double kill of stocks and debts, and the cultural tourism and hotel sectors were cut and sold by Wang Jianlin, and the plan to return to A-shares within 2 years came to naught.

Wang Jianlin had no choice but to introduce investors such as Tencent, JD.com, Suning, and Sunac to replace the previous investment funds, and the listing deadline was postponed to October 31, 2023.

Wang Jianlin, who has no hope of A-share listing, once again set his sights on Hong Kong stocks, which he disliked before.

In October 2021, Wanda submitted its first prospectus to the Hong Kong Stock Exchange, but it failed. In 2022, Wanda made two more attempts, but they were also unsuccessful.

At the end of June this year, Wanda submitted its IPO prospectus on the Hong Kong Stock Exchange for the fourth time.

According to the prospectus, Wanda Commercial Management manages 472 commercial plazas, with a construction area of 65.6 million square meters under management, and an average occupancy rate of 986%。

And in the past 3 years, Wanda's revenue has increased from 1719.6 billion yuan rose to 27.1 billion200 million yuan, gross profit and net profit have also increased significantly.

If only from the perspective of financial data, Wanda is basically "outstanding" in the current downward environment of the domestic real estate market.

And since last year, the top management has continued to loosen restrictions on real estate companies, making it clear that in the IPO and refinancing regulatory arrangements, listed real estate companies are not subject to the restrictions of breakage, net breakage and loss.

This is undoubtedly a major positive for Wanda.

Not long ago, Wanda held an inquiry roadshow in Hong Kong. At this roadshow, there are already two investment institutions willing to be cornerstone investors.

Everything seems to be developing in the direction that is most beneficial to Wang Jianlin.

However, the current downturn in the real estate market has also had many adverse effects on Wanda.

And the current various rescue policies are aimed at the residential market, and commercial real estate is far from the scope of the high-level consideration.

The business of shop operation and leasing that Wanda Commercial Management relies on has been greatly affected by the epidemic and is still in the recovery period.

In addition, combined with multiple factors such as the slowdown of domestic economic growth and the lack of active consumption willingness, Wanda's business in this area is still full of difficulties.

If Wang Jianlin wants to complete the listing target within this year, he must make certain concessions on the stock price.

Whether it can get the "big road" approved by the China Securities Regulatory Commission for listing and complete the listing at the end of the year will be the key to Wanda's continued survival, and Wang Jianlin will definitely give it a go.

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