萬科債券午後上漲 內房舞高 萬科、龍湖、潤地及旭輝漲9%至11%
繼日前市場傳出內地政府要求大型銀行加強對萬科(02202.HK)融資支持力度後,內媒報道,本月上旬多家險資派出管理層到萬科深圳總部進行新一輪磋商,方案包括將萬科債務償付期限延長至少一年、追加增信擔保和抵押品,以及發行債券將「非標轉標」等,截至本月10日,萬科與險資的談判仍在進行中。
評級機構穆迪另宣布撤銷萬科「Baa3」發行人評級,授予「Ba1」公司家族評級,高級無抵押債務評級從「Ba1」下調至「Ba2」,同時將萬科所有評級,列入下調觀察名單。不過,萬科(02202.HK)多隻債券今日(12日)午後價格上漲。「20萬科08」漲逾8%,「22萬科05」漲逾6%,另「22萬科06」、「20萬科06」和「21萬科04」亦各升逾3%。萬科H股現升9.1%,報6.23元,成交5.34億元。。
受消息刺激及A股同業帶動下,藍籌內房股集體上行,萬象生活(01209.HK)、碧服(06098.HK)各升6.5%、龍湖(00960.HK)及潤地(01109.HK)漲8.9%至10.7%。
其他內房股同步炒高。旭輝(00884.HK)揚10.5%。融創(01918.HK)、越秀(00123.HK)、富力(02777.HK)、禹洲(01628.HK)、中海外宏洋(00081.HK)及綠城(03900.HK)漲介乎7%至8%。
世茂(00813.HK)、建發國際(01908.HK)、合生創展(00754.HK)、新城(01030.HK)、合景泰富(01813.HK)、龍光(03380.HK)、雅居樂(03383.HK)、遠洋(03377.HK)、佳兆業(01638.HK)及碧桂園(02007.HK)升2.8%至6.1%。
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