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The financial stress in China's real estate sector is not limited to Evergrande

A Chinese luxury flat developer has missed $315 million in repayments to creditors, raising fears that financial stress in the country's oversized real estate sector is spreading beyond the troubled Evergrande conglomerate, CNN reports.

Fantasia Holdings, the Shenzhen-based developer, missed a $206 million bond redemption that matured on Monday. The company told the stock exchange that it is currently assessing "the potential impact on the group's financial condition and cash position".

In addition, the property management unit of Country Garden, China's second-largest property developer after Evergrande, said in a filing that Fantasia had defaulted on a loan to the company of about 700 million yuan ($109 million). Fantasia informed the company that it was likely to "default on [its] external debts," Country Garden Services added.

S&P and Moody's gave Fantasia credit ratings of 'default' and said a failure to pay principal was also likely to cause the company to default on its remaining bonds, the report said.

"The downgrade followed Fantasia's announcement ... that the company defaulted on a $205.7 million bond payment due on the same day, and reflects our expectations of a weak recovery prospects for Fantasia bondholders following its default," said Celine Young, senior analyst at Moody's .

The news revived fears that debt problems are worsening in China's overextended property sector, which accounted for 29 per cent of outstanding loans issued by Chinese banks in renminbi in the second quarter of 2021. The sector is vital to China's economy - real estate and related industries account for about 30 per cent of GDP, the report said.

"[China's] real estate sector is worrisome," Larry Hu and Xinyu Ji, Chinese economists at Macquarie Group, wrote in a research note on Tuesday.

They said Fantasia's default shows that Evergrande's problems "could dampen the mood of home buyers, developers and banks, forcing more developers to face a liquidity crisis," the report said.

Always stay up to date on all Asian market news and not just with Exness.

The outlook for the Chinese property market is not encouraging. Macquarie estimates that property sales in China's 30 largest cities fell 31% year-on-year in September.

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