Winton Land Limited (WIN) H2 2025 Earnings Call August 26, 2025 06:00 PM ET Company ParticipantsChris Meehan - Chair & CEOJean McMahon - CFOConference Call ParticipantsNicholas Hill - Research AnalystChris MeehanThank you. Good morning. Thank you for joining us today for Winton's FY 'twenty five Annual Results Call. Alongside me here today is Gene McMahon, who is Winton's Chief Financial Officer. We'll start with a business update followed by the financial overview of Gene.I will then finish with the ESG hi ...

22 August 2025 | 8:39PM HKT Asia Credit Trader Rising Panda Bond Issuance Reflects Diversification of Funding Channels Valuation near historical tight levels and weaker global equities markets contributed to a moderate widening in Asia HY spreads, whilst spreads for Asia IG were broadly unchanged. Search for yield motives are still very much intact, and unless risk assets begin to price in notably weaker US growth, spreads are likely to remain rangebound. With expensive valuation providing very little buffe ...

August 22, 2025 02:47 PM GMT China Vanke Company Ltd. | Asia Pacific M Update 1H25 Results Disappointed as Expected Reaction to earnings Strengthens our thesis Meaningful shortfall Meaningful revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways Outlook remains weak: While Vanke may still fulfill its public debt repayment with the help of unpledged loans from SZ Metro, we maintain our cautio ...

25 August 2025 | 8:06AM CST China Vanke (000002.SZ, 2202.HK) 1H25 below expectation: Early signs of liquidity improvement but not yet sustainable; retain Sell China Vanke (A/H) reported 1H25 net losses of Rmb11.9bn (lower range of Rmb10bn-12bn net loss estimated by profit warning), as above-expectation revenue and gross margin (+9pp qoq to 10% in 2Q25, the highest level since 4Q23) were offset by further impairment charges (total Rmb5.4bn on inventory and AR) alongside higher SG&A, taxation and MI payout. T ...

Chinese property giant Evergrande to be delisted after spectacular fall https://t.co/1MArOUHEr2 ...

15 August 2025 China Real Estate Equities From beta to alpha (2) – Be mindful of MCB dilutions China Another reason to focus on Alpha: Despite progress made on distressed developers' debt restructuring, we are mindful of potential risks tied to mandatory convertible bonds (MCB) as a major component of any holistic debt restructuring proposals. The risks lie in the significant share dilution upon conversion and the corresponding share price impact. These risks are specific to distressed developers and should ...

China is preparing to mobilize centrally owned state enterprises to purchase unsold homes from distressed property developers https://t.co/QUXoMdzC35 ...

Liquidators of China Evergrande, the developer whose default in 2021 set off a broader yearslong property debt crisis, has hired bankers to sell a property management unit after previous attempts failed, people familiar with the matter said https://t.co/22QuDPLphp ...

Minmin, what happens next. What happens to Evergrande now. Yes.So the company's shares are going to be removed on August 25th. And Evergrande has said it's not going to appeal against that decision by the Hong Kong Stock Exchange. And because what happens here is that the company, as you can see on the chart, that it's already suspended trading since January of 2024 after it received this liquidation petition from the Hong Kong courts.And since then, it hasn't been able to resume trading because it hadn't m ...

The Philippines’ most valuable company said its financial statement is currently undergoing “rigorous audit” by external auditors after Manila’s securities regulator said it would look into the property developer’s valuation and deals https://t.co/aj8DMkfaav ...