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《大行報告》裏昂料內房股未來1至2個月或有更多債務違約 市場情緒續低迷
裏昂發表報告指,內銀審批內房股貸款決策之時,除了傳統的基本面因素外,更會受到內房發展商的負面消息,及離岸市場債券價格變動的影響,令有更多負面消息的發展商(無論是否屬實)面臨短期流動性及債券價格走低問題。 該行表示,看到內地部分城市如成都的房地產政策有微調,但料未能有助解決大部分民營發展商的短期流動性問題,預期未來一至兩個月內地發展商或有更多債務違約情況出現,於今年底前估計市場情緒會持續低迷。裏昂預期,內地房地產的預售持續下降,將進一步影響發展商現金流,從而影響股份表現。
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