《大行》晨星:相信新世界(00017.HK)很可能避免违约

阿斯达克财经
Jun 03, 2025

宣布推迟支付永续债利息的新世界发展(00017.HK) 昨日急跌逾6%后,今早曾反弹近9%。晨星表示,尽管市场反应负面,延迟支付利息符合该行的预期,因为新世界的流动性依然紧张。该行预计公司将优先于2025年7月之前为875亿元的银行贷款进行再融资。虽然晨星相信新世界很可能避免违约,但其净负债比率(2024年12月为55%,不包括永续债务)应高于大多数同行。鉴于2025财年强劲的物业预售表现,该行将...

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