惠譽下調龍湖(00960.HK)評級至「BBB-」 展望負面
評級機構惠譽宣布將龍湖集團(00960.HK)的長期外幣發行人違約評級、高級無抵押評級及未償付高級評級,從「BBB」下調至「BBB-」,評級展望「負面」。
評級下調主要由於內房行業及集團近月銷售表現較惠譽預期弱,可能會抑制龍湖的現金生成能力及流動性緩衝。惠譽認為,銷售惡化以及近期其他民營房地產開發商的信貸事件,將進一步影響龍湖融資渠道正常化步伐。
惠譽指出,今年首八個月龍湖合約銷售額按年下跌3%,近幾個月跌幅加劇,與行業一致,相應將龍湖全年合約銷售額預測從增長6%,下調至下跌10%,即達到約1,810億元人民幣。
龍湖通過提前償還2024年1月到期的72億港元銀團貸款,部分解決了近期債務問題。惠譽認為,集團近期再融資壓力仍可控。
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