增持7000萬,強力買入2300萬美元債,龍湖和大股東又出手了
2022年11月3日晚間,龍湖集團(00960.HK)發佈公吿稱,龍湖集團控股股東Charm Talent International Limited(下稱“Charm Talent”)於11月3日在公開市場買入520萬美元公司發行的優先票據。此外,龍湖集團亦出手買入400萬美元公司發行的優先票據。
連續四天,龍湖及大股東在公開市場大幅增持股債。其中10月31日,Charm Talent增持龍湖股權300萬股,購入500萬美元債;11月1日,Charm Talent增持龍湖股權300萬股,購入280萬美元債;11月2日,Charm Talent增持龍湖股權100萬股,購入500萬美元債,龍湖集團亦出手買入100萬美元公司發行的優先票據。
截至目前,龍湖大股東增持股票的金額超過7000萬港元,購入的美元債達到1800萬美元,龍湖集團則買入500萬美元債,共計2300萬美元債。大股東及公司頻繁在公開市場增持股債,顯示其對龍湖財務健康和未來充滿信心。伴隨大股東增持動作,投資者信心迴歸,龍湖集團股價大幅攀升。
大股東力挺公司之外,龍湖集團還連續提前償還兩筆2023年到期的銀團貸,涉及85.5億港元,充分顯示其流動性充足及財務穩健。
在土地市場,龍湖集團通過積極拿地,持續釋放正向信心。從9月底至今,短短一個月的時間,龍湖在已經在全國第三輪集中土拍中摘下11幅地塊,且聚焦一二線核心城市優質土地,拿地範圍包括北京、上海、合肥、西安等地,累計投入超100億元。截至目前,龍湖共獲取25塊地,總建築面積301萬平方米,合計權益地價達到222億元。
摩根大通報吿認為,“龍湖仍然未表現任何壓力信號。事實上,龍湖仍在持續買地,資產負債表仍是行業中最穩固之一。如果行業流動性的擔憂緩解後,龍湖未來或強勁反彈”。
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