LeTV's market value fell below 10 billion | Suspension of listing doubts

Evergrande, which invested in FF, rose by more than 15% yesterday, and its market value reached a new high. LeTV’s online pre-annual loss of about 1.1 billion, net assets may turn negative.

LeTV has continued to decline in recent days. On August 2, LeTV shares closed down 6.98%, and the market value fell below 10 billion to 9.575 billion yuan. In the case of the former reinstatement, its current share price is the highest historical price of 44.7 yuan in May 2015. It fell 94.5%. Compared with the market value of 70.1 billion at the beginning of Sun Chong, the chairman of Sunac China on January 16, 2017, the market value of LeTV has shrunk by 86.34%.

In the first half of the year, the pre-loss of about 1.1 billion, the suspension of listing doubts

LeTV's performance forecast released on July 13th shows that the company expects a loss of 1.105 billion yuan to 1.11 billion yuan in the first half of 2018, a loss of 637 million yuan in the same period of the previous year, which means that LeTV's losses have further expanded. The net announced on July 27 that the company's loss in the first half of the year will result in the company's net assets attributable to shareholders of the listed company on June 30, 2018 being negative. If the company's annual net assets are negative after auditing, the company There is a risk that the stock will be suspended from listing.

At the end of the first quarter of this year, LeTV's net assets attributable to shareholders of listed companies were 304 million, compared with 10.225 billion at the end of 2016.

The performance forecast also shows that in the first half of 2018, the company's terminal revenue, advertising business income, membership and distribution business income have dropped significantly compared with the same period of the previous year. Except for normal operating costs, the company's other costs during the reporting period. The company's operating loss in the first half of 2018 was about 1.1 billion yuan. This means that LeTV's three major incomes are still not optimistic.

'15 LeTV 01 bond does not rule out the risk of not being able to redeem'

The performance forecast also mentioned that the company is still facing more serious financial pressures, especially the debt maturity of some financial institutions is approaching, which brings certain uncertainty to the company's short-term fund planning and arrangement. Is there any more serious LeTV? risk?

On the 1st of this month, the China Debt Financial Valuation Center released a message. LeTV.com’s “2015 Non-public Issuance of Corporate Bonds (Phase I) Bond Redemption Announcement and Delisting Announcement” stated that '15 LeTV 01 will be August 3, 2018. Due to the expiration date, the company is still actively negotiating with the creditor holders to reach an over-the-counter redemption agreement, but does not rule out the risk of being unable to redeem. 'China Bond Financial Valuation Center said that the issuer currently only has one bond, the center According to the latest debt repayment situation of the issuer, the implied rating of the bond market of its deposits - bond debt rating was adjusted from BBB to CCC.

What is the fate of Le Rong?

At present, LeTV Building has been renamed as 'Longrong Building'. The name change of the building is the most symbolic move of Leshi Department to LeTV. Prior to this, 'Le Shizhixin' has been renamed as 'Long Rong Zhixin', '乐乐The film industry has also been renamed 'Le Chuang Entertainment'.

And its important subsidiary, Le Rong, has a new fate that attracts attention.

LeTV.com previously issued a notice on the company's important subsidiary and Tencent's signing of the "Cooperation Agreement", indicating that the company has pledged its shareholding in Xinle Shizhijia. If the company fails to repay the debt on time, the pledge assets will be disposed of according to law, and the company will face May lose the risk of the actual control of Xinle Shizhi (now renamed Le Rongzhixin).

On the 2nd of this month, some media quoted people close to LeTV as saying that the TV business centered on Le Rongxin is likely to be divested from LeTV. The stripping process will gradually advance with the new round of financing. If the news is true, once this quality business is lost, LeTV will be turned into an empty shell.

LeTV.com fell sharply on the same day. Evergrande Health, which invested in Faraday Future (FF), rose 15.04% against the trend, reported HK$10.48, and its market value reached HK$90.55 billion. The stock price and market value reached a record high. On July 30, Evergrande Health Investment Faraday announced in the future that FF completed the first body-in-white construction ahead of schedule, and the Hanford factory has started the assembly of the whole vehicle.

In fact, just like Evergrande's stock price rises similarly, Sunac China Investment has also played a role in boosting Suntech's share price: from the beginning of January 2017 to the nine months of October of that year. , Sunac China's share price rose by about 544%.

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