《大行》摩通:从广泛行业角度看 若违约新世界(00017.HK)比万科(02202.HK)带来更大影响

阿斯达克财经
Jan 23, 2025

摩通发表报告指,近期万科(02202.HK) 和新世界发展(00017.HK) 流动性问题再次引起市场关注,两者债券价格出现大幅波动。报告称,对两家公司而言,要避免债务违约,来自控股股东(分别为深圳地铁及周大福企业)的支持属必需。从更广泛的行业角度出发,摩通认为,新世界发展如发生违约情况将会带来更大的影响,因为万科可能被视为是内地内房发展商中“最后倒下的企业之一”,但新世界就可能会为香港房地产行业...

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