標普:恆大(03333.HK)違約恐無法避免
標普全球評級表示,中國恆大(03333.HK)收到債權人要求其履行2.6億美元擔保義務的通知,表明其流動性狀況仍極度脆弱,認為其違約恐無法避免。
標普指,擔保履約要求尚不構成違約,恆大集團似乎對債權人現階段能否要求加速還款存在異議,因該還款通知有可能是加速要求,若恆大集團確實須履行擔保義務,是否構成違約還取決於集團能否足額償還擔保債務。
標普說,該公司明年將面臨巨額債務到期,包括將於明年3月和4月到期的共35億美元債券,由於難以獲取新的融資來源,恆大集團在重啟項目工程方面進展艱難,這將繼續拖累其合約銷售額,指截至目前,恆大集團的資產出售收入,也不足以覆蓋其巨額到期債務。
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