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《大行報告》瑞銀削旭輝(00884.HK)目標價至0.65元 評級「沽售」
瑞銀發表研究報告指,旭輝(00884.HK)最近發出盈警,該行隨即下調其盈利預測,料2023及24財年的淨虧損分別為61億元人民幣(下同)和25億元,各自較市場預期低266%和161%。 該行表示,集團的重大損失將轉化為資產負債表上的股權減少,因此,將其2023及24財年的每股賬面價值(BVPS)預測分別下調35%及41%,至2.8元及2.54元,比市場預期低46%和55%,目標價由1港元下調35%至0.65港元。該行憂慮旭輝有關潛在境外債務重組的公告,現有股東債轉股後股權稀釋可能性非常大,維持「沽售」評級。
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