China Evergrande Group – Levies and Liquidations

China Evergrande Group – Dodging Another Bullet

China Evergrande Group – Making Those Payments

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Thomas J. Monaco

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Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

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Equity Bottom-Up

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<li>
C’mon Guys, Where Have You Been?: S&amp;P issued a scathing report suggesting that China Evergrande Group (3333.HK) [Evergrande] “will likely default because the company has lost its main business”;</li>
<li>
Other Pearls:S&amp;P also believes that “Evergrande’s massive debt will catch up with it”; and    </li>
<li>
Ratings Agencies Are More Than Culpable: Wouldn’t you know it, the sleepy, fee hungry ratings agencies are finally starting work on Evergrande after the market embarrasses them once again.</li>
</ul>



C’mon Guys, Where Have You Been?: S&amp;P issued a scathing report suggesting that China Evergrande Group (3333.HK) [Evergrande] “will likely default because the company has lost its main business”;

Other Pearls:S&amp;P also believes that “Evergrande’s massive debt will catch up with it”; and    

Ratings Agencies Are More Than Culpable: Wouldn’t you know it, the sleepy, fee hungry ratings agencies are finally starting work on Evergrande after the market embarrasses them once again.


Evergrande

China Evergrande Group – Thanks S&P