Evergrande Considers Special Dividend

The video discusses Evergrande's financial struggles, including asset freezes and unpaid credits, and the impact on equity and bond holders. Analysts propose scenarios like cash or dividend payouts, with the best case involving subsidiary shares. Banks like Bank of China and HSBC are reconsidering mortgage strategies for unfinished projects after inquiries from HKMA.

What has been a major factor in the recent decline of Evergrande's shares?

• Positive news about asset sales

• A series of negative news including asset freezes

• Increased investor confidence

• Successful management of the liquidity crisis

What is considered the best-case scenario for Evergrande's financial strategy?

• Selling off all assets

• Issuing new bonds

• Paying out main entity shares

• Using subsidiary shares for payouts

What is the worst-case scenario for Evergrande's financial strategy?

• Issuing a cash payout

• Paying out main entity shares

• Increasing asset value

• Paying out subsidiary shares

Which banks are reconsidering their mortgage strategies for Evergrande's unfinished projects?

• Deutsche Bank and Barclays

• Bank of China and HSBC

• Bank of America and Citibank

• JP Morgan and Goldman Sachs

What prompted banks to rethink their mortgage strategies for Evergrande?

• A request from the HKMA

• A surge in property sales

• An increase in customer satisfaction

• A decrease in interest rates