《大行》瑞銀:市場應已預期萬科(02202.HK)錄中期虧損 評級「沽售」
瑞銀髮表報告指,萬科(02202.HK)預計截至6月30日止中期淨虧損100億至120億元人民幣。公司亦提供最新的流動資金狀況,目前已籌集借款及再融資249億元人民幣(不包括股東貸款),以及償還164.9億元人民幣的公開債券。在2027年之前沒有離岸債券到期。
該行認爲,由於合約銷售下降、公司側重於流動資金而非盈利,以及缺乏土地收購,市場應已預期萬科將錄得虧損。至於萬科的第一大股東深圳地鐵的支持,則強化了萬科的流動性狀況。
瑞銀對萬科評級爲「沽售」,目標價2.6港元。
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