Will there be any change in the plan to inject light assets into Wanda, a listed company in Hong Kong, and return to A shares?

After the sale, Wanda began to restructure its light assets. On Wednesday night, Wanda Hotels listed in Hong Kong issued an announcement overnight, tentatively acquiring all the shares of Wanda Cultural Tourism Creative Group Co., Ltd. (Wanda Lv Wen) and Wanda Hotel Management (Hong Kong) Co., Ltd. Affected by this news, the share price of Wanda Hotels rose as high as 38.79% yesterday.

According to the announcement of Wanda Hotel, Wanda Hotel tentatively plans to acquire the entire equity of Wanda Lv Wen for 6.3 billion yuan, mainly engaged in the design, construction and operation management of theme parks. At the same time, Wanda Hotel is tentatively scheduled

Acquired the entire equity of Wanda Hotel Management (Hong Kong) Co., Ltd. from Wanda Commercial in cash of 750 million yuan. Wanda official also made it clear that Wanda Hotel is the strategic position of the only listing platform of Wanda cultural tourism industry.

The announcement also showed that Wanda Hotel sold 565,438+0% of Wanda Real Estate Investment Guilin Project, Wanda International Real Estate Investment London Project, Wanda Americas Real Estate Investment Company Chicago Project and Wanda Australia Real Estate Investment Company Sydney Gold Coast Project to Wanda Commercial.

"From the perspective of Wanda Hotel's development of its own business, it has a good development for overseas high-end hotel business. After the reorganization of such business, it has two positive effects on the development of Wanda's cultural tourism industry. " easy

Yan Yuejin, research director of the think tank center of the research institute, said that Wanda has clearly defined its strategic positioning as the only listing platform for Wanda's cultural tourism industry, so it has a strong capital operation orientation and actively finances Wanda's cultural tourism.

Expanding the international development strategy has a positive effect. At the same time, Wanda will continue to introduce cultural tourism, business travel and other resources to play a greater complementary role in the development of Wanda's cultural tourism industry.

In fact, in recent years, Wanda has been taking the road of light capitalization. In July, when Wang Jianlin packaged and sold 77 hotels and 13 cultural tourism projects owned by Wanda to Sunac China and R&F Property, he said that the move was for Wanda to further realize light assets.

The light assets of Wanda Commercial are injected into Wanda Hotel, and the industry generally questions whether such a transaction means that Wanda Commercial's plan to return to A shares has changed.

Yan Yuejin believes that Wanda's decision fully reflects Wanda's determination to return to A shares, and various resources behind it are accelerating integration, which will also help to sort out business lines and accelerate Wanda's return to A shares.

Have a positive effect. Yan Yuejin said that for the cultural tourism sector, with the platform status of Wanda Hotel, the listing will be accelerated; For some hotels and real estate businesses with heavy assets, they will be sold, or the purpose is to improve their financial situation.

And improve the stability of cash flow.