You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究:旭輝(00884.HK)及萬科(02202.HK)配股機會不大 內房首選中海外(00688.HK)及潤地(01109.HK)
匯豐研究發表報告指,碧桂園(02007.HK)以大折讓配股,破壞行業氣氛,因為其他房企可能會是下一個。 報告指,碧桂園配售是在營運挑戰和即將到來的債務到期的情況下進行的預防性和機會性集資。該行注意到碧桂園將在今年9月和11月有兩筆可回售在岸債券,總額為40億元人民幣,而其下一筆美元債券的到期日是2023年1月,涉資6.17億美元。 匯豐研究指,大部分物管公司資本充足,但不能消除配股風險,因為配股可以令集團母公司整體受惠。當中,碧桂園服務(06098.HK)有配股歷史,但短期內不太可能配股,因為它在對上一次7月21日回購後一個月內不能配股。 該行指,目前難言下間會配股的房企,但相信旭輝(00884.HK)及萬科(02202.HK)配股機會不大。前者的主要股東在7月增持股份,降低了近期配股的可能性。後者今年無申請配股配額。內房股中,該行首選為中海外(00688.HK)及潤地(01109.HK),物管股首選為中海物業(02669.HK)和綠城服務(02869.HK)。
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.
uSMART
Wealth Growth Made Easy
Open Account