評級及展望均維持穩定 旭輝(0884.HK)獲四大國際評級機構全部認可
3月以來,旭輝控股集團(0884.HK)陸續發佈2月運營數據及投資者通訊。公吿顯示,公司2月單月實現合同銷售約人民幣83.0億元,合同銷售面積約57.6萬平方米;2022年1至2月累計實現合同銷售金額約人民幣167.4億元。合同銷售面積約112.63萬平方米。
數據顯示,旭輝2022年1-2月已達成269億元的銷售回款,與去年同期基本持平。據悉,旭輝多個區域回款強勁,東南、江蘇區域小集團月度銷售回款均超20億、華中區域銷售回款超十億、華北區域銷售回款也接近十億。
旭輝集團CFO楊欣在2月曾表示,2022年,旭輝需要剛性兑付的到期債券一共兩筆,一筆是3月下旬到期的8億元境內人民幣債券,另一筆是4月份到期的16億元境外人民幣債券,已陸續回購了4900萬元;兩筆債券的到期兑付均已做妥善安排,用實際行動降槓桿、穩預期。
得益於強勁的銷售回款能力,旭輝的現金流始終得到堅實保障,優異償債能力的持續加碼,更能確保旭輝以從容的姿態,應對行業波動。
據悉,國際四大評級機構穆迪、標普、惠譽及聯合國際均在近期重申和保持了對旭輝較為積極正面的評級,旭輝也成為了目前極少數在評級及展望仍維持穩定的內房民企。
除國際四大評級機構的正面評價外,旭輝亦得到了其他權威機構的高度認可。近日,摩根士丹利發表內房行業報吿,該行認為地產政策將大幅度放鬆,具備優質基本面的內房企業將可跑贏大市,在投資氣氛改善下也有利優質民營房企,建議優先考慮配置旭輝控股。前期花旗和大和資本市場亦發表了行業報吿,旭輝控股同時列為首選股之一。
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