《大行報告》德銀降雅居樂(03383.HK)評級至「持有」 目標價下調至4.5元
德銀發表報告,儘管中央政府對開發商利用債券市場表示支持,但該行預測已經假設雅居樂(03383.HK)大多數開發貸款將獲展期,並且可以利用在岸債券市場,然而到期的銀團、信託貸款或私人信貸可能會在2022年剩餘時間內繼續拖累公司的流動性。該行將雅居樂目標價由6.95元下調至4.5元,由於缺乏2021財年經審計賬目,將雅居樂評級由「買入」下調至「持有」。
德銀認為,雅居樂仍有必要進行更多的資產處置,但經過今年第一季積極的資產處置後,資產處置的選擇已經減少,因此認為貸款展期的風險高於之前所評估。
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.