NWD (17 HK) Terminates Airport Mega Mall
NWD is, bit by bit, deleveraging to offset its massive debt obligations. Still too early, in my view, to be picking up shares, despite a P/B <0.1x.
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Town Planning Board's Rezoning Rejection Is The Right Call
Vacancy rates for HK commercial properties remain elevated. Yet, rezoning sets a precedent that cannot easily be reversed (as and) when economic...
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New World Development (17 HK): Synthetic Expert Call Transcript (19 Sep 2026)
Deleveraging takes absolute priority over asset-holding: While New World Development (NWD) averted immediate liquidity pressure with its HK$88.2...
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New World Dev (17 HK)'s Shanghai-Listed REIT Is A Drop In The Bucket
I'd still avoid NWD. This latest deleveraging proposal, if completed, will only make a modest dent. In a normal world, the liquidators would have...
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REF China Property Developers In Distress - Weekly News & Announcements Tracker | Oct 3-8, 2026
This note is a weekly (Oct 3-8, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...
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