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<Research>UBS: EMPEROR INT'L (00163.HK) Loan Defaults Have Limited Impact on Property Mkt; Small & Medium-sized Developers Expected to Continue Pricing New Projects Aggressively
EMPEROR INT'L (00163.HK)'s annual results disclosed that about $16.6 billion of the Group's bank borrowings were overdue or in breach of certain terms, according to UBS...
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<Research>UBS: EMPEROR INT'L (00163.HK) Loan Defaults Have Limited Impact on Property Mkt; Small & Medium-sized Developers Expected to Continue Pricing New Projects Aggressively
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EMPEROR INT'L (00163.HK)  -0.008 (-3.922%)   's annual results disclosed that about $16.6 billion of the Group's bank borrowings were overdue or in breach of certain terms, according to UBS' research report.

The broker believed that the impact on the residential market will be limited, as the Group only had about 200 saleable units in 1Q25, which is a small figure compared to the 17,000 new homes sold in the whole 2024.

Related NewsJPM Expects EMPEROR INT'L (00163.HK) $16.6B Loan Default to Have <3% Negative Impact on HK Banks' 2025 Earnings
Although the recent drop in HIBOR may help relieve some of the capital pressure, UBS expected that these small and medium-sized developers, which hold about 9,100 units available for sale, will continue to use more aggressive pricing to drive sales.

Therefore, despite the sharp drop in HIBOR, the broker predicted residential property prices in Hong Kong to remain flat throughout the year. UBS anticipated residential property prices to recover by 0-5% in 2026, once destocking is complete.
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