You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
晨星料恆大(03333.HK)清盤令不太可能對內房債券及亞洲高息債產生連鎖反應
恆大(03333.HK)被香港高等法院頒布清盤令,晨星高級分析師Arvind Subramanian預期,恆大的清盤令不太可能對內房債券及亞洲高收益投資基金產生連鎖反應,因為大多數內房債的價格已反映行業受到宏觀經濟不利因素、房地產銷售下滑以及發行人特定信用事件影響等負面因素。 同時他指出,中國房地產行業在晨星亞洲高收益債券中的權重一直下降,認為市場架構已朝向更加多元化和廣泛化的方向發展。 晨星證券分析師Jeff Zhang則表示,大多數陷入債務危機的發展商將集中精力於推進債務重組計劃,但由於境外債權人通過方案的不確定性較高,認為內房債務重組前景未明。 該行較看好品牌知名度高、項目交付有保障的國企背景開發商,包括中國海外(00688.HK)及華潤置地(01109.HK);而債務規模較大的發展商則仍然難以扭轉銷售增長乏力的局面。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account