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China's Evergrande Group, World's Largest Developer: Mobs Of Angry Evergrande Homebuyers And Employees Begin To Protest Over Soaring Probability of Default
ZUBU Brothers: Market Knowledge Services ^ | 09/10/2021 | Tyler Durden

Posted on 09/10/2021 9:03:48 PM PDT by SeekAndFind

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1 posted on 09/10/2021 9:03:48 PM PDT by SeekAndFind
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To: SeekAndFind
The company has more than $300 billion in liabilities...

Well, you know what they say: owe the bank $100,000 and you have a problem, owe the bank $100,000,000 and the bank has a problem...

2 posted on 09/10/2021 9:08:42 PM PDT by Billthedrill
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To: SeekAndFind

“more than $300 billion in liabilities...more than 1.5 million Evergrande customers”

About $200,000/customer - that’s a lot for China


3 posted on 09/10/2021 9:15:57 PM PDT by Brian Griffin
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To: Brian Griffin
Evergrande has become one of the biggest financial risks in China - the epicenter of a potential default shockwave given its massive pile liabilities to banks, shadow lenders, companies, investors, vendors, and home buyers.

They seem to owe everybody.

4 posted on 09/10/2021 9:22:22 PM PDT by FoxInSocks ("Hope is not a course of action." -- M. O'Neal, USMC)
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To: SeekAndFind

When I lived in Hong Kong I knew several Mainland Chinese that ran real estate scams (They didn’t consider it scams) It worked like this.

1. Mr. Chan buys an uncompleted property for 200,000 RMB.
He sells it Mr. Yu (His brother-in-law) for 120,000 RMB.

2. Mr Yu, sells the property to his nephew (Mr. Chan’s Son) for 140,000 RMB.

3. The nephew sells it for 160,000 RMB to Mrs Chau (Mr. Yu’s Wife)

4. Mrs Chau sell the still uncompleted property for 180,000 RMB to Mr Lau (Her cousin)

5. Mr. Lau sell the property to Mr. Johnson, an investor from Australia for 200,000 RMB

persons 1,2,3,&4 walk away with 20,000 RMB each and the Gweilo is left with an over priced property.

However, if the developer goes belly up, or Mr. Johnson from Australia wises up the whole thing falls apart.

Because the PRC has had a booming economy since 1985 or so, many of the investors have never experienced a financial loss and are way to risk tolerant. The banks have no lending controls and very little communication between different banks So people will take out 3, 4 or 5 mortgages on their home and then invest the entire amount in the stock market. That’s great until the stock collapses.


5 posted on 09/10/2021 9:26:56 PM PDT by Fai Mao (I don't think we have enough telephone poles.)
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To: Fai Mao

The first amount should be 200,000 RMB


6 posted on 09/10/2021 9:27:53 PM PDT by Fai Mao (I don't think we have enough telephone poles.)
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To: Fai Mao

And then what’s gonna happen to our housing market or stock market? Guess Biden will blame unvaxxed


7 posted on 09/10/2021 10:01:11 PM PDT by pangaea6
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To: SeekAndFind

Isn’t this the same company that owns that giant ship?


8 posted on 09/10/2021 10:27:42 PM PDT by Track9 (Liberalism is a far worse virus. )
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To: Track9

RE: Isn’t this the same company that owns that giant ship?

Don’t confuse the China property developer, Evergrande with the Taiwanese Shipping and Transport company, EVERGREEN.


9 posted on 09/10/2021 10:43:11 PM PDT by SeekAndFind
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To: SeekAndFind

It is confusing because I thought the ship name was evergrand while being owned by a company, evergreen.


10 posted on 09/10/2021 10:54:42 PM PDT by Track9 (Liberalism is a far worse virus. )
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To: Billthedrill

Known as the Brazilian issue from the 1980’s 😂


11 posted on 09/10/2021 11:01:52 PM PDT by Lockbox (politicians, they all seemed like game show hosts to me.... Sting)
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To: Brian Griffin
Re: $200,000 per customer

Evergrande also sold bonds, so the financial situation is much worse than just customer deposits.

With a bond rating in the $20s, it is impossible to borrow money, and their accounts payable are $148 billion, so no vendor will extend them any credit, either.

It is all over - except for the public executions.

12 posted on 09/10/2021 11:28:58 PM PDT by zeestephen
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To: SeekAndFind

What mutual funds owed bonds, directly or indirectly, from this turkey?

Also, who dumped these bonds into pensions or mutual funds lately?


13 posted on 09/11/2021 12:32:43 AM PDT by Fido969 (45 is Superman!)
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To: zeestephen

Until today, JP Morgan was recommending this turkey. Ibwonder if they were dumping these bonds from their favored clients, to their retail clients.


14 posted on 09/11/2021 12:37:53 AM PDT by Fido969 (45 is Superman!)
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To: SeekAndFind

Xi’s next nationalisation target.


15 posted on 09/11/2021 1:23:59 AM PDT by HYPOCRACY (Cornpop was a good dude.)
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To: Brian Griffin

Would you move into a building built by a defunct company who will cut corners everywhere to get the jobs done?


16 posted on 09/11/2021 3:56:30 AM PDT by oldasrocks
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To: Fido969
Were they recommending Evergrande stock or bonds?

The stock has been below $1 for two months, which almost always means it is going to zero.

The bond would be (or was) tradable if people thought the CCP might bail it out.

17 posted on 09/11/2021 3:59:39 AM PDT by zeestephen
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To: SeekAndFind

It was mentioned that there were two protests. There aren’t THAT many people upset if only 100 showed up. No numbers mentioned for the other “mob”.


18 posted on 09/11/2021 6:18:02 AM PDT by moovova (Joe Biden...Making the Taliban great again!)
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To: Fai Mao

I seem to recall similiar scams operating in the US during the Fannie/Freddie fiasco.


19 posted on 09/11/2021 6:48:56 AM PDT by kanawa ((Securing the 2022/2024 elections is of paramount importance.))
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To: SeekAndFind

Chinese building falling apart - many photos.
https://tinyurl.com/nz2ay64u


20 posted on 09/11/2021 8:03:41 AM PDT by minnesota_bound (I need more money. )
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