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惠譽下調保利及萬科(02202.HK)評級至「BBB」 前景「穩定」
惠譽報告指,將萬科(02202.HK)的長期外幣發行人違約評級、高級無抵押評級及將其全資子公司萬科地產的高級無抵押評級和評級從「BBB+」下調至「BBB」,展望穩定。今次降級反映了惠譽預期萬科的中期淨負債率將保持在35%以上,亦反映惠譽最近下調2023年中國新房銷售預測的觀點。 對於保利發展(600048.SH),惠譽同樣將其集團及其全資子公司恆利(香港)置業的長期外幣發行人違約評級,由「BBB+」下調至「BBB」,前景「穩定」。 惠譽指,今次下調則是反映該行預期保行發展的負債率亦將保持在45%以上,而集團的強大的業務概況及融資管道將支持其前景評級「穩定」。
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