Country Garden faces heat from liquidation suit to get cracking on debt revamp talks

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By Marc Jones, Xie Yu and Scott Murdoch

LONDON/HONG KONG (Reuters) -A liquidation petition filed against China's Country Garden will ramp up pressure on the embattled developer to come to the negotiating table for debt restructuring talks, some of its offshore creditors, advisers, and analysts said.

The liquidation order against peer China Evergrande in January will also inject urgency into Country Garden to start formal discussions with creditors, they said.

Country Garden said on Wednesday a liquidation petition had been filed against it in a Hong Kong court for non-payment of a $205 million loan by a creditor, Ever Credit Limited, a unit of Hong Kong-listed Kingboard Holdings. The court hearing has been set for May 17.

"These winding up petitions are often used as a tactic (by the bondholders and their advisers) to get the chairman back to the negotiating table," said Omotunde Lawal, head of emerging markets corporate debt at Barings in London.

She added that "no one wants to go through the winding up process" because it has knock-on effects for the property developers' onshore businesses and causes everything "to grind to a halt".

Foshan, Guangdong-based Country Garden, China's biggest private property company by sales, got entangled in the country's spiralling real estate liquidity crisis that began in 2021. The developer's $11 billion worth of offshore bonds is now deemed to be in default. Its total liabilities are close to $200 billion.

China's property sector, which accounts for a quarter of the world's second-largest economy, has lurched from one crisis to another since 2021 after a regulatory crackdown on debt-fuelled construction triggered a liquidity squeeze.

A string of developers have defaulted on their repayment obligations since then, and they have either launched or are in the process of starting debt restructuring processes to avoid facing bankruptcy or liquidation proceedings.

Evergrande, the world's most indebted developer with $300 billion in liabilities, was ordered to be liquidated by a Hong Kong court.

The long-drawn, and in some cases, financially unviable restructuring processes have frustrated offshore creditors, many of whom are looking at the prospects of massive haircuts on their investments.

"It is a good thing that some creditors are taking actions and putting more pressure on Country Garden to get them to the negotiating table ... the sooner creditors can lock some terms, the better," said a Hong Kong-based Country Garden bondholder.