You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通:恆大(03333.HK)今年尚有41億人幣利息須支付 料內房反彈短暫
摩根大通發表研究報告,指中國恆大(03333.HK)上日(22日)公佈「如期」支付在岸債利息後,內房A股週三升約4%,而執筆時恆大美國ADR更升45%。不過,由於付款主要透過場外協商達成,恆大其實含糊其辭。報告稱,恆大今年餘下時間仍需支付41億元人民幣利息,支持2億元人民幣利息僅是首個障礙。摩通補充,有報道指恆大將被國企接管,但該行對消息來源的可靠性有保留。 報告指出,在上述兩則消息公佈後,預期內房將有正面反應,但相信反彈屬短暫,現時恆大債務如何處理仍有許多不確定性。該行相信,倘恆大解決方案更趨清晰,內地對內房及按揭輕微放寬,以及市場對恆大對其他內房的溢出效應憂慮緩和,內房纔有望迎來更可觀的反彈。 摩通短期看好具防守性內房,如華潤置地(01109.HK)、中海外(00688.HK)、龍湖(00960.HK)、保利地產(600048.SH)及招商蛇口(001979.SZ)。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account