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《大行報告》匯豐研究降旭輝(00884.HK)評級至「減持」 目標價下調至0.4元
阿思達克 10-14 10:29
匯豐研究發表報告指,旭輝(00884.HK)未能就所發行2025年到期年息6.95%可轉換債券(CB)如期支付票息,構成違約事件,認為其股價前景不確定,亦不太可能回升,而合同銷售額亦面臨進一步下滑的更大風險。該行將集團目標價由0.6元下調至0.4元,評級由「持有」降至「減持」,屬一周內第二次下調其評級,反映了公司財務狀況急遽惡化。 報告稱,集團下一次支付離岸息票的時間為10月20日和11月7日。另一方面,由於買家避免從存在明顯資金問題的發展商中購買房產,或致其合同銷售勢頭進一步放緩。該行又認為,集團的最新發展或導致整體私營內房失去認受性,因投資者普遍不願細分私營房企。
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