高盛之后，又一家外资行看好中国地产商

华尔街见闻2023-04-12

华尔街投行Jefferies认为，随着地产销售重新加速、经常性收入的增长及房地产市场趋于稳定，中国地产商2023年前景会更好。房地产市场的逐步回暖，各大投行正纷纷看好中国地产商的未来。就在高盛高呼中国地产美元债存在“高回报机会”后，华尔街投行Jefferies认为，随着房地产销售触底反弹，中国地产商2023年前景会更好。Jefferies分析师Calvin Leung等在最新的报告中指出：随着销售...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

treebug
2023-04-12
treebug
房产销售还有触底反弹呀，我看房产应该是弹簧形变了，很难谈起来了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1153562658?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7ae0555dd414b3f7de4af00b547725e6","is_english":false,"pubTime":"2023-04-12 12:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1153562658","market":"sh","top_or_hot":-1,"title":"高盛之后，又一家外资行看好中国地产商","media":"华尔街见闻","content":"<div>\n<p>华尔街投行Jefferies认为，随着地产销售重新加速、经常性收入的增长及房地产市场趋于稳定，中国地产商2023年前景会更好。房地产市场的逐步回暖，各大投行正纷纷看好中国地产商的未来。就在高盛高呼中国地产美元债存在“高回报机会”后，华尔街投行Jefferies认为，随着房地产销售触底反弹，中国地产商2023年前景会更好。Jefferies分析师Calvin Leung等在最新的报告中指出：随着销售...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686279\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛之后，又一家外资行看好中国地产商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后，又一家外资行看好中国地产商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 12:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3686279><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街投行Jefferies认为，随着地产销售重新加速、经常性收入的增长及房地产市场趋于稳定，中国地产商2023年前景会更好。房地产市场的逐步回暖，各大投行正纷纷看好中国地产商的未来。就在高盛高呼中国地产美元债存在“高回报机会”后，华尔街投行Jefferies认为，随着房地产销售触底反弹，中国地产商2023年前景会更好。Jefferies分析师Calvin Leung等在最新的报告中指出：随着销售...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686279\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01516","symbol_name":"融创服务","start_time":0,"source_url":"https://wallstreetcn.com/articles/3686279","article_id":"1153562658","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7ae0555dd414b3f7de4af00b547725e6"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3686279","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1153562658","pubTimestamp":1681272597,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"华尔街投行Jefferies认为，随着地产销售重新加速、经常性收入的增长及房地产市场趋于稳定，中国地产商2023年前景会更好。房地产市场的逐步回暖，各大投行正纷纷看好中国地产商的未来。就在高盛高呼中国","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01516":"融创服务"},"translate_title":"After Goldman Sachs, another foreign bank is optimistic about Chinese real estate developers","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6ac3da7a2c4cdf6df6a2b8a3b80630ae","symbols_score_info":{"01516":0.9},"content_text":"华尔街投行Jefferies认为，随着地产销售重新加速、经常性收入的增长及房地产市场趋于稳定，中国地产商2023年前景会更好。房地产市场的逐步回暖，各大投行正纷纷看好中国地产商的未来。就在高盛高呼中国地产美元债存在“高回报机会”后，华尔街投行Jefferies认为，随着房地产销售触底反弹，中国地产商2023年前景会更好。Jefferies分析师Calvin Leung等在最新的报告中指出：随着销售重新加速、经常性收入的增长，以及对房地产市场趋于稳定后的潜在重新评级，我们认为2023年中国地产商会有更好的前景。中国地产商2022年的业绩大致符合预期，继续看好在一二线城市有丰富可销售资源的开发商。4月11日，央行公布3月货币金融数据，贷款增长继续加快，居民及企业贷速度双双加速，进一步证明地产销售正在复苏。国元证券认为，社融重新回到双位数增长，随着地产这个资金出口正逐步开启，社融后续持续加快的可能性偏大。华尔街见闻此前提及，高盛资管亚洲固定收益主管Salman Niaz在接受采访时表示，此前面临困境的房企的大多数违约已经结束了，后面即便有零星违约，也不再会有系统性风险，“痛苦已经成为过去式”：能为信用市场投资者带来更好回报的公司通常较有规模，并具备多元化、业务布局在高质量城市且管理层强大这些特点。今年以来，多家房企境外债务重组出现积极进展，如恒大和融创近期与债权人签订了境外债务重组支持协议。3月底，融创中国发布公告称，公司针对90.48亿美元的境外债务重组，已与境外债权人小组订立重组支持协议，拟就境外重组方案向现有债务持有人寻求更广泛的支持。在融创公布境外债务重组方案不久，4月3日，中国恒大也公告称，已签订境外债重组正式协议。根据重组核心条款，恒大将发行新的债券对原债券进行置换。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":653789160,"gmtCreate":1681277304851,"gmtModify":1681277306724,"author":{"id":"3481001870129872","authorId":"3481001870129872","name":"treebug","avatar":"https://static.tigerbbs.com/60ecf14d704d26a201de47d350d9f79a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3481001870129872","idStr":"3481001870129872"},"htmlText":"房产销售还有触底反弹呀，我看房产应该是弹簧形变了，很难谈起来了","listText":"房产销售还有触底反弹呀，我看房产应该是弹簧形变了，很难谈起来了","text":"房产销售还有触底反弹呀，我看房产应该是弹簧形变了，很难谈起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653789160","repostId":1153562658,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1153562658"}