《大行》汇丰研究降碧桂园(02007.HK)目标价至0.4元 偏好润地(01109.HK)华润万象生活(01209.HK)贝壳(BEKE.US)

阿斯达克财经
Feb 11, 2025

汇丰研究发表研报指,一众陷入财务紧张的内房发展商纷纷在第二轮债务重组过程中持续取得进展,该行维持债务重组是新兴正面催化剂的看法,预期融创(01918.HK) 在岸债券重组获批、碧桂园(02007.HK) 离岸债券重组获批及万科(02202.HK) 管理层改组等,都已成为稳定市场情绪的关键因素,反映各方通力合作以解决复杂的债务问题是至关重要。汇丰研究又指,虽然对投资者而言境内外债券“剃头”(...

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