《大行報告》摩通降旭輝(00884.HK)及旭輝永升服務(01995.HK)評級至「減持」 大削目標價
摩根大通發表研究報告指,旭輝(00884.HK)為天津的一個物業開發項目進行融資,而其未能就該股權類信託產品如期支付款項,這事凸顯了合資企業的風險。該行認為,事件將損害投資者對旭輝流動性狀況及其管理合資風險能力的信心。在下一個債券到期日為2023年1月之前,相信旭輝的股價仍會面臨壓力。
同時,該行認為,旭輝永升(01995.HK)對集團是附帶傷害,該行將以上兩隻股票的評級從「中性」下調至「減持」,將旭輝目標價由2.1元大削至0.7元,另旭輝永升目標價由5元下調至2.5元,目前,旭輝的銷售表現遜於未陷入困境的私營同行,同時,風險水平相近的公司,如碧桂園(02007.HK)、新城(01030.HK)亦可能因市場的負面情緒而面臨壓力傳播。
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