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《大行報告》瑞銀料人民幣匯價每貶值5% 料拖低內房股市值11%及現金流0.8%
瑞銀發表報告表示,該行近期已下修美元兌人民幣匯價至2022年年底預測至6.9水平,並評估人民幣匯價貶值對各內房股市值及現金流的敏感性分析,假設人民幣匯價每貶值5%,料影響(香港及內地上市)內房股市值預測11%、對內房股的現金流影響為0.8%。 該行指,香港及內地上市的內房股旗下所持非人民幣債佔比平均值27%,若計本港上市的內房股所持非人民幣債佔比為35%,並指世茂集團(00813.HK)、中駿集團(01966.HK)、雅居樂(03383.HK)、中國海外(00688.HK)及合景泰富(01813.HK)旗下所持非人民幣債佔較高。(wl/s) ~
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