《大行報告》瑞銀:龍光集團(03380.HK)已遭剔出深港通下港股通證券名單 料面臨南向投資者沽售壓力
瑞銀發表報告指,龍光集團(03380.HK)已遭剔出深港通下港股通證券名單,預料將面臨南向投資者沽售壓力。根據中央結算系統數據,該行估計南向投資者持有約3.13億股,或5.48%。
龍光集團今日復牌,該行預計市場對該股可能會以其他已重組債券的開發商,如寶龍地產(01238.HK)和富力地產(02777.HK)的0.07至0.08倍市賬率為基準。而龍光集團停牌前的市賬率為0.20倍。
瑞銀對該股評級為「沽售」,目標價1.8元。
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