金吾财讯 | 评级机构标普全球评级发表报告指，市场猜测部分香地地产商面临信贷压力，而任何涉及大型发展商困境事件，都可能引发连锁反应，打击受评级实体的财务实力，增加债券持有人风险，又指香港住宅房地产复苏前景的能见度减弱，预期楼价今年可能下跌5%至7%。标普全球评级信用分析师Edward Chan指，一些未评级地产商的流动性缓冲看来很薄弱。为了补充流动性，一些公司向股东注入现金，或出售资产。然而，股东支持发展商的意愿可能会减弱，资产出售谈判可能会失败。在这种情况下，一些发展商的流动性状况欠佳，可能会演变成全面的财务困境。另一分析师WilsonLing认为，大型开发商的高调违约将打击市场信心，潜在置业者可能会推迟入市。在这种情况下，今年主要住宅销量将下降到该行基香预测2万伙的一半左右。报告指，香港住宅市场的稳定程度尚不够强劲。减息预期可能延后，置业者情绪似乎很脆弱，且市场面临供应过剩问题，如果再出现大型发展商违约，情况将变得不稳定。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.