Core Viewpoint - Wanda Group is actively selling assets, including 48 Wanda Plaza locations, to alleviate financial pressure and transition towards a lighter asset model, which may be part of a strategic shift [4][8]. Group 1: Recent Transactions - On May 26, 2025, it was reported that Wang Jianlin is selling 48 Wanda Plazas, which has attracted significant media attention [3]. - A consortium led by Taima Investment Group, along with Tencent and other partners, is acquiring 100% equity of 48 target companies from Dalian Wanda Commercial Management Group [4][7]. - The estimated transaction amount for this acquisition is around 500 billion yuan [7]. Group 2: Previous Investments - This is the second investment collaboration led by Taima Investment Group with Wanda, following a previous agreement in March 2024, where investors committed approximately 600 billion yuan to Dalian Wanda [7][8]. Group 3: Financial Performance and Strategy - Wanda Group has been facing financial difficulties, leading to multiple asset sales as a means to recover funds [8]. - In April 2025, a deal was reached for the sale of Wanda Hotel Management (Hong Kong) for approximately 2.49 billion yuan, reflecting a valuation of 9.5 times its adjusted EBITDA for 2023 [8]. - The hotel management segment reported a revenue of 890 million HKD in 2024, with an occupancy rate of 53.9%, down 2 percentage points year-on-year [8].
王建林，再卖48座万达广场