【星展维持雅生活持有评级,料其受雅居乐重组拖累】星展发表研报称,雅居乐的重组在持续推进,雅生活作为雅居乐持股 45%的有价值境外资产,可能被纳入境外重组计划,通过增信或债转股抵销部分未偿境外债务,这将近期给雅生活股价带来压力。此外,来自第三方及关联方的未收回应收款项能否收回存在不确定性,鉴于盈利前景受限,基于收入及利润率预测下调,星展进一步将雅生活今明两年盈利预测下调 21%至 25%,维持持有...
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