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Chinese property stocks fall after Evergrande reveals restructuring plan

Heavily indebted developer’s proposal could offer template for other distressed companies

Chinese property stocks fell on Thursday after the long-delayed release of developer Evergrande’s restructuring plan, highlighting doubts about the company’s prospects of recovery.Evergrande was at the centre of a crisis in the Chinese property sector after it defaulted in 2021 with liabilities of $300bn, including offshore debt of $22.7bn.

The company on Wednesday released details about restructuring $19.1bn worth of debt, about 84 per cent of its total offshore leverage. The plan allows creditors to swap debt into new notes with a maturity of 10 to 12 years.

Another option is to convert them into new notes with a five- to nine-year maturity or to swap to equity-linked instruments tied to its two Hong Kong-listed units in electric vehicles and property management.

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