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China Vanke
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NewVanke’s 1H profit misses estimates as shareholders’ tussle distracts operations

Wang Shi, Yu Liang to skip results press conference scheduled for Monday

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Vanke’s president Yu Liang, who seldom misses a company briefing, is likely to skip a Monday press conference for the developer’s results, an official said. Photo: SCMP
Summer ZhenandXie Yu
China Vanke’s first-half profit missed analysts’ expectations, as a protracted tussle among shareholders for control of the country’s largest developer affected its operations, while margins were crimped by a real estate slump that carried over from 2014.

First-half net income rose 10.4 per cent to 5.35 billion yuan (HK$6.27 billion), or 0.48 yuan per share, Vanke said in a statement. That’s lower than the 5.65 billion yuan profit expected by analysts in a Bloomberg poll.

Revenue rose almost 49 per cent to 74.80 billion yuan, while gross margin shrank by 3.49 percentage points to 17.55 per cent compared with last year, Vanke said.

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“The gross margin fell because the company’s earlier sales in Changsha, Hangzhou, Wuxi, Shenyang, Chongqing, Ningbo and Xi’an were affected by the market correction in 2014, “ Vanke said.

Vanke has been embroiled in an eight-month takeover tussle, when Baoneng Group, an obscure Chinese conglomerate, emerged from nowhere as the developer’s largest shareholder in December.

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To deter Baoneng’s hostile takeover, Vanke chairman Wang Shi sought out a white knight, selling the company’s shares to Shenzhen’s subway operator to dilute the acquirer’s stake.

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