《大行報告》匯豐研究降龍光集團(03380.HK)評級至「持有」 下調目標價至1.8元
匯豐研究表示,隨著評級機構相繼下調龍光集團(03380.HK),私人債務被催促加速償還,其離岸債務處於不良水平,集團將縮減建設規模並尋求資產出售以籌集資金,但在如期兌付上仍有困難。該行將龍光評級由「買入」下調至「持有」,目標價由9.8元下調至1.8元。
匯豐研究認為,龍光前景將取決於債務展期談判,這可能會帶來進一步的評級下調風險。
匯豐研究將龍光集團2022年和23年的收入預測下調6%和11%,核心盈利預測亦下調10%和16%。
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