《大行報告》瑞銀:國家支持內房境內發債消息料僅輕微利好
《路透》報道,內地監管機構計劃通過指定國企中債信用增進公司,擔保房企的人民幣債券發行,為少數民營房企提供流動性支持,包括龍湖集團(00960.HK)及旭輝控股(00884.HK)等。
瑞銀發表研究報告回應指,消息短期料僅輕微利好內房股,因擬議境內發債規模15億元人民幣(下同),較今年5月時的5億元更高。不過,該行認為重點在於物業銷售,屬內房最大現金流入來源。該行料今年上半年絕大部分內房錄得經營現金流外流,部分7月已見修復。在8月1日至13日期間,30大城市新屋交易宗數較今年7月日均成交低出8%;按年比較,由於基數較低,則跌8%(相對7月跌幅為26%)。
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.