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《大行报告》里昂:恒大(03333.HK)短期股价调整带来买入良机 料债务限期可延长
阿思达克 09-25 14:28
里昂发表报告指,昨日(24日)网上流传恒大(03333.HK)为避免现金紧张,寻求广东省政府支持其於A股上市的重组计划的信件。消息传出後,恒大股价於下午回调,而集团在收市後发澄清,指信件是捏造和纯粹诽谤。

该行表示,虽然是次「假新闻」或会引发市场对恒大流动性方面的忧虑,但认为集团潜在的重组推迟对现金流影响有限,其亦已主动与策略投资者商讨延迟A股上市的可能。里昂估计,有关的债务限期可延长,而集团亦已制定减债计划,及分拆物管等业务,相信其有强劲的去杠杆能力,甚至可能比早前市场预期的更佳。

里昂维持恒大股份「买入」评级,目标价23元,认为集团股价短期调整,为投资者带来了买入良机。

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