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危险的赌注:对冲基金、私银客户接盘佳兆业离岸债微弹

来源: 南方日报网络版     时间: 2019年11月20日 00:36:56
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极速PK拾代理平台直招龙虎代理龙虎和龙虎1赔2.211合1赔9.95,定位胆1赔9.95腾讯分分彩,5分,10分彩,最高返水100反9快,最高赔率,正规信誉大平台平台24h提供注册及登录。危险的赌注:对冲基金、私银客户接盘佳兆业离岸债微弹

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(  导)(读)(  “周)(三)(早)(上)(市)(场)(上)(一)(些)(公)(募)(基)(金)(纷)(纷)(减)(持)(手)(上)(的)(债)(券)(,接)(手)(的)(主)(要)(包)(括)(一)(些)(对)(冲)(基)(金)(和)(私)(人)(银)(行)(客)(户)(,但)(整)(体)(市)(场)(情)(绪)(不)(是)(很)(乐)(观)(。”一)(位)(对)(冲)(基)(金)(人)(士)(向)(记)(者)(透)(露)(。  本)(报)(记)(者)(朱)(丽)(娜)(秦)(伟)(香)(港)(报)(道)(  1月)(7日)(清)(早)(,佳)(兆)(业)(集)(团)((1638.HK)在)(香)(港)(联)(交)(所)(发)(布)(公)(告)(,正)(式)(澄)(清)(“破)(产)(重)(组)(”传)(言)(。  “董)(事)(会)(于)(2015年)(1月)(6日)(并)(无)(举)(行)(会)(议)(,而)(本)(公)(司)(亦)(没)(有)(通)(过)(任)(何)(有)(关)(本)(集)(团)(的)(清)(盘)(及)(重)(组)(的)(决)(议)(案)(。”公)(司)(在)(公)(告)(中)(表)(示)(。  2014年)(12月)(以)(来)(,佳)(兆)(业)(深)(圳)(数)(十)(处)(房)(产)(项)(目)(遭)(到)(“锁)(定)(”,随)(后)(公)(司)(主)(席)(、副)(主)(席)(以)(及)(首)(席)(财)(务)(官)(等)(多)(名)(高)(管)(相)(继)(离)(职)(。这)(一)(事)(件)(在)(二)(级)(市)(场)(上)(迅)(速)(引)(起)(连)(锁)(反)(应)(,佳)(兆)(业)(的)(五)(只)(离)(岸)(债)(券)(快)(速)(变)(身)(为)(“垃)(圾)(债)(”。  “周)(三)((7日)()早)(上)(佳)(兆)(业)(的)(五)(笔)(离)(岸)(债)(券)(价)(格)(都)(跌)(至)(30以)(下)(,大)(约)(在)(25-28的)(水)(平)(,但)(下)(午)(价)(格)(有)(些)(反)(弹)(,主)(要)(因)(为)(市)(场)(上)(有)(些)(投)(资)(者)(仍)(抱)(着)(赌)(博)(的)(心)(态)(。但)(总)(体)(来)(看)(,整)(体)(交)(易)(气)(氛)(不)(如)(昨)(天)(活)(跃)(。”一)(位)(消)(息)(人)(士)(向)(21世)(纪)(经)(济)(报)(道)(记)(者)(透)(露)(。  债)(券)(价)(格)(反)(弹)(  在)(过)(去)(三)(年)(间)(,佳)(兆)(业)(共)(发)(行)(了)(4笔)(美)(元)(债)(以)(及)(1笔)(可)(换)(股)(人)(民)(币)(债)(,包)(括)(:一)(笔)(5亿)(美)(元)(2017年)(9月)(到)(期)(,一)(笔)(8亿)(美)(元)(2018年)(3月)(到)(期)(,一)(笔)(4亿)(美)(元)(2019年)(6月)(到)(期)(,一)(笔)(5亿)(美)(元)(2020年)(1月)(到)(期)(,以)(及)(一)(笔)(2015年)(12月)(到)(期)(的)(15亿)(人)(民)(币)(的)(可)(换)(股)(点)(心)(债)(。  根)(据)(彭)(博)(系)(统)(显)(示)(,截)(至)(1月)(7日)(下)(午)(,2017年)(到)(期)(的)(美)(元)(债)(的)(价)(格)(仍)(徘)(徊)(在)(36-39美)(分)(,三)(只)(分)(别)(于)(2018、2019及)(2020年)(到)(期)(的)(美)(元)(债)(均)(徘)(徊)(在)(32-35美)(分)(,而)(2015年)(到)(期)(的)(点)(心)(债)(则)(维)(持)(在)(35-38分)(附)(近)(。  “周)(三)(早)(上)(市)(场)(上)(一)(些)(公)(募)(基)(金)(纷)(纷)(减)(持)(手)(上)(的)(债)(券)(,接)(手)(的)(主)(要)(包)(括)(一)(些)(对)(冲)(基)(金)(和)(私)(人)(银)(行)(客)(户)(,但)(整)(体)(市)(场)(情)(绪)(不)(是)(很)(乐)(观)(。”一)(位)(对)(冲)(基)(金)(人)(士)(向)(记)(者)(透)(露)(。  目)(前)(,投)(资)(者)(正)(在)(密)(切)(关)(注)(佳)(兆)(业)(能)(否)(按)(时)(支)(付)(一)(笔)(在)(1月)(8日)(到)(期)(的)(2600万)(美)(元)(的)(债)(息)(。一)(旦)(公)(司)(不)(能)(如)(期)(支)(付)(该)(笔)(利)(息)(,无)(疑)(会)(引)(发)(债)(券)(市)(场)(更)(多)(的)(抛)(售)(,债)(券)(价)(格)(将)(继)(续)(下)(行)(。  “市)(场)(上)(大)(部)(分)(人)(认)(为)(公)(司)(很)(有)(可)(能)(无)(法)(按)(时)(支)(付)(这)(笔)(债)(息)(,而)(且)(是)(否)(支)(付)(也)(改)(变)(不)(了)(目)(前)(的)(不)(明)(朗)(状)(态)(。现)(在)(问)(题)(的)(关)(键)(是)(公)(司)(的)(深)(圳)(项)(目)(能)(否)(解)(封)(以)(缓)(解)(公)(司)(资)(金)(链)(的)(问)(题)(,或)(者)(是)(否)(有)(第)(三)(方)(出)(手)(相)(救)(,从)(而)(彻)(底)(打)(破)(目)(前)(的)(僵)(局)(。”上)(述)(基)(金)(经)(理)(表)(示)(。  德)(意)(志)(银)(行)(认)(为)(,如)(果)(此)(前)(贷)(款)(违)(约)(是)(由)(于)(佳)(兆)(业)(在)(海)(外)(没)(有)(充)(足)(资)(金)(导)(致)(,那)(么)(能)(否)(如)(期)(支)(付)(债)(息)(也)(是)(一)(个)(需)(要)(关)(注)(的)(问)(题)(;另)(一)(方)(面)(深)(圳)(项)(目)(被)(禁)(售)(是)(否)(会)(影)(响)(公)(司)(未)(来)(资)(金)(汇)(回)(内)(地)(的)(审)(批)(程)(序)(等)(问)(题)(也)(值)(得)(继)(续)(关)(注)(。  “如)(果)(周)(四)(公)(司)(未)(能)(按)(时)(支)(付)(债)(息)(,根)(据)(条)(款)(,公)(司)(还)(有)(30天)(的)(缓)(冲)(期)(来)(筹)(集)(资)(金)(。超)(过)(这)(个)(时)(限)(,公)(司)(依)(然)(未)(能)(支)(付)(,债)(券)(持)(有)(人)(则)(有)(权)(进)(行)(投)(票)(,要)(求)(公)(司)(立)(即)(还)(本)(付)(息)(。如)(果)(公)(司)(仍)(然)(未)(能)(支)(付)(,则)(可)(能)(需)(要)(通)(过)(法)(院)(诉)(讼)(来)(启)(动)(清)(盘)(程)(序)(。”熟)(悉)(债)(券)(市)(场)(的)(人)(士)(向)(记)(者)(透)(露)(。  “一)(旦)(进)(入)(清)(盘)(程)(序)(,根)(据)(两)(地)(的)(法)(律)(规)(定)(,由)(于)(公)(司)(的)(资)(产)(主)(要)(在)(境)(内)(,因)(此)(在)(岸)(的)(债)(权)(人)(将)(获)(得)(优)(先)(清)(偿)(,而)(海)(外)(投)(资)(者)(则)(排)(在)(最)(后)(。”上)(述)(人)(士)(表)(示)(。  111亿)(元)(现)(金)(  佳)(兆)(业)(1月)(1日)(宣)(布)(无)(力)(偿)(还)(汇)(丰)(银)(行)(一)(笔)(4亿)(港)(元)(的)(贷)(款)(后)(,市)(场)(担)(忧)(这)(将)(触)(发)(集)(团)(5只)(总)(数)(值)(25亿)(美)(元)(的)(离)(岸)(债)(券)(的)(交)(叉)(违)(约)(事)(件)(。  然)(而)(,从)(基)(本)(面)(来)(看)(,佳)(兆)(业)(并)(不)(在)(情)(况)(最)(差)(的)(队)(列)(中)(,甚)(至)(在)(这)(次)(“意)(外)(事)(件)(”发)(生)(前)(,佳)(兆)(业)(还)(名)(列)(在)(一)(些)(券)(商)(的)(首)(推)(个)(股)(中)(。  截)(至)(今)(年)(6月)(30日)(的)(财)(务)(数)(据)(显)(示)(,佳)(兆)(业)(的)(收)(入)(为)(67.93亿)(元)((人)(民)(币)(,下)(同)(),由)(于)(已)(确)(认)(的)(物)(业)(销)(售)(减)(少)(,同)(比)(微)(跌)(3.2%,净)(利)(11.56亿)(元)(,净)(利)(率)(19.8%,比)(上)(年)(同)(期)(高)(出)(5.5个)(百)(分)(点)(。  期)(内)(,现)(金)(及)(银)(行)(存)(款)(账)(面)(值)(约)(为)(110.91亿)(元)(,较)(2013年)(12月)(31日)(增)(加)(27.4%;负)(债)(净)(额)(与)(权)(益)(总)(值)(比)(率)(为)(72.5%;净)(流)(动)(资)(产)(由)(2013年)(12月)(31日)(的)(307.22亿)(元)(增)(加)(36.1%至)(418.05亿)(元)(;流)(动)(比)(率)(为)(1.8倍)(。  “流)(动)(性)(并)(不)(是)(一)(个)(紧)(迫)(的)(问)(题)(,截)(至)(2014年)(6月)(手)(上)(还)(有)(111亿)(元)(现)(金)(,足)(够)(支)(付)(60亿)(元)(的)(短)(期)(债)(务)(。相)(比)(之)(下)(,我)(们)(更)(担)(心)(如)(果)(事)(件)(继)(续)(发)(酵)(,佳)(兆)(业)(在)(资)(本)(市)(场)(融)(资)(的)(能)(力)(受)(到)(影)(响)(。”瑞)(银)(房)(地)(产)(分)(析)(师)(EdwinChan认)(为)(,另)(一)(方)(面)(,佳)(兆)(业)(日)(后)(在)(深)(圳)(获)(得)(旧)(城)(改)(造)(项)(目)(的)(能)(力)(是)(否)(会)(受)(到)(影)(响)(。  在)(一)(些)(分)(析)(师)(看)(来)(,对)(于)(以)(旧)(城)(改)(造)(为)(优)(势)(的)(佳)(兆)(业)(而)(言)(,问)(题)(并)(不)(在)(于)(其)(自)(身)(质)(素)(如)(何)(,而)(在)(于)(多)(个)(项)(目)(被)(长)(期)(禁)(售)(这)(样)(的)(状)(况)(,对)(很)(多)(内)(房)(企)(业)(而)(言)(都)(是)(不)(可)(承)(受)(之)(重)(。  “深)(圳)(楼)(盘)(占)(30%左)(右)(,对)(现)(金)(流)(的)(影)(响)(很)(大)(。”克)(而)(瑞)(信)(息)(集)(团)(研)(究)(中)(心)(研)(究)(总)(监)(洪)(圣)(奇)(对)(21世)(纪)(经)(济)(报)(道)(表)(示)(,即)(便)(是)(想)(通)(过)(其)(他)(方)(式)(融)(资)(,现)(在)(市)(场)(上)(也)(少)(有)(投)(资)(者)(仍)(然)(有)(信)(心)(买)(入)(,毕)(竟)(,佳)(兆)(业)(的)(贷)(款)(已)(经)(违)(约)(。  以)(去)(年)(前)(十)(个)(月)(的)(合)(约)(销)(售)(为)(基)(准)(,深)(圳)(三)(个)(被)(禁)(售)(项)(目)(的)(占)(比)(达)(30%,本)(应)(在)(去)(年)(最)(后)(两)(个)(月)(带)(来)(20亿)(元)(的)(收)(入)(。在)(其)(2015年)(计)(划)(中)(,全)(部)(可)(售)(项)(目)(约)(达)(600至)(700亿)(元)(,其)(中)(深)(圳)(项)(目)(约)(100亿)(元)(。  内)(房)(境)(外)(发)(债)(降)(温)(  此)(次)(的)(佳)(兆)(业)(“违)(约)(风)(波)(”已)(经)(在)(二)(级)(债)(券)(市)(场)(产)(生)(了)(一)(定)(的)(蔓)(延)(效)(应)(,尤)(其)(是)(一)(些)(评)(级)(较)(低)(的)(地)(产)(公)(司)(的)(海)(外)(债)(券)(价)(格)(亦)(出)(现)(明)(显)(的)(下)(滑)(。  “目)(前)(二)(级)(市)(场)(上)(基)(本)(所)(有)(的)(内)(房)(债)(的)(价)(格)(都)(低)(于)(票)(面)(价)(值)(。”某)(外)(资)(投)(行)(债)(券)(发)(行)(人)(士)(表)(示)(。以)(龙)(光)(地)(产)((3380.HK)一)(笔)(3亿)(美)(元)(2019年)(到)(期)(的)(美)(元)(债)(为)(例)(,二)(级)(市)(场)(的)(交)(易)(价)(格)(由)(1月)(6日)(100美)(分)(暴)(跌)(12%至)(7日)(的)(88美)(分)(。龙)(光)(地)(产)(获)(穆)(迪)(Ba3评)(级)(,惠)(誉)(则)(给)(予)(BB-评)(级)(。  “佳)(兆)(业)(事)(件)(还)(在)(发)(展)(中)(,迄)(今)(为)(止)(,很)(多)(投)(资)(者)(都)(认)(为)(这)(是)(单)(一)(事)(件)(,未)(来)(两)(周)(或)(许)(会)(明)(朗)(化)(一)(点)(。”瑞)(银)(债)(券)(承)(销)(部)(主)(管)(区)(俊)(杰)(对)(21世)(纪)(经)(济)(报)(道)(表)(示)(。  尽)(管)(投)(资)(者)(短)(期)(内)(还)(抱)(有)(“单)(一)(事)(件)(”的)(共)(识)(,但)(佳)(兆)(业)(事)(件)(对)(于)(其)(他)(房)(企)(已)(发)(行)(债)(券)(和)(债)(券)(融)(资)(渠)(道)(已)(经)(带)(来)(一)(定)(影)(响)(。区)(俊)(杰)(指)(出)(,佳)(兆)(业)(的)(情)(况)(已)(经)(波)(及)(二)(级)(市)(场)(,其)(他)(内)(房)(地)(产)(商)(的)(债)(券)(收)(益)(率)(也)(已)(经)(较)(12月)(初)(有)(一)(定)(升)(幅)(。  “通)(常)(每)(年)(1月)(份)(都)(是)(很)(忙)(的)(时)(候)(,今)(年)(因)(为)(佳)(兆)(业)(的)(事)(情)(,很)(多)(发)(展)(商)(都)(想)(先)(停)(一)(停)(,不)(愿)(贸)(然)(出)(来)(发)(债)(,现)(在)(这)(个)(情)(况)(,没)(有)(很)(多)(投)(资)(者)(愿)(意)(去)(买)(新)(发)(行)(的)(债)(券)(,发)(行)(价)(格)(也)(比)(很)(多)(公)(司)(的)(心)(理)(价)(位)(高)(出)(不)(少)(,未)(来)(几)(个)(星)(期)(,甚)(至)(春)(节)(前)(应)(该)(都)(不)(会)(看)(到)(很)(多)(发)(行)(。”区)(俊)(杰)(坦)(言)(。  但)(站)(在)(投)(资)(者)(角)(度)(,区)(俊)(杰)(认)(为)(尽)(管)(其)(情)(绪)(受)(到)(影)(响)(,但)(并)(不)(会)(造)(成)(过)(于)(严)(重)(的)(后)(果)(。“高)(息)(债)(的)(投)(资)(者)(都)(是)(比)(较)(大)(型)(的)(机)(构)(或)(者)(有)(经)(验)(的)(私)(人)(投)(资)(者)(,每)(个)(人)(都)(是)(专)(业)(的)(,也)(都)(见)(过)(违)(约)(,佳)(兆)(业)(目)(前)(为)(止)(并)(没)(有)(违)(约)(,即)(便)(违)(约)(也)(只)(是)(单)(一)(事)(件)(。”  近)(年)(来)(,越)(来)(越)(来)(的)(内)(地)(房)(地)(产)(企)(业)(将)(目)(光)(投)(向)(了)(海)(外)(债)(券)(融)(资)(市)(场)(。根)(据)(Dealogic向)(本)(报)(记)(者)(提)(供)(的)(数)(据)(显)(示)(,过)(去)(两)(年)(中)(国)(房)(地)(产)(企)(业)(在)(海)(外)(市)(场)(分)(别)(发)(行)(了)(累)(计)(金)(额)(195亿)(美)(元)(、214亿)(美)(元)(的)(G3债)(券)((以)(美)(元)(、欧)(元)(或)(日)(元)(计)(价)(的)(债)(券)(),占)(整)(个)(亚)(洲)(房)(地)(产)(企)(业)(发)(债)(的)(比)(例)(高)(达)(76%以)(上)(。  同)(时)(,海)(外)(离)(岸)(人)(民)(币)(债)(券)(市)(场)(亦)(日)(趋)(成)(熟)(。中)(国)(房)(地)(产)(企)(业)(在)(2013年)(和)(2014年)(境)(外)(还)(分)(别)(发)(行)(了)(26.5亿)(美)(元)(、29.4亿)(美)(元)(的)(离)(岸)(人)(民)(币)(债)(券)(,  “相)(比)(去)(年)(同)(期)(,今)(年)(年)(初)(内)(地)(房)(企)(在)(海)(外)(发)(债)(明)(显)(有)(所)(降)(温)(。到)(目)(前)(为)(止)(,还)(没)(有)(任)(何)(内)(房)(在)(海)(外)(发)(债)(融)(资)(。这)(主)(要)(是)(因)(为)(发)(债)(人)(考)(虑)(成)(本)(因)(素)(,投)(资)(者)(也)(担)(忧)(市)(场)(波)(动)(。”穆)(迪)(企)(业)(融)(资)(助)(理)(副)(总)(裁)(梁)(镇)(邦)(向)(记)(者)(表)(示)(。  同)(时)(,他)(指)(出)(,2015到)(期)(的)(内)(地)(房)(企)(境)(外)(债)(券)(累)(计)(达)(30亿)(美)(元)(,其)(中)(有)(超)(过)(3亿)(美)(元)(的)(高)(息)(债)(,包)(括)(华)(南)(城)(、恒)(盛)(、首)(创)(置)(地)(、佳)(兆)(业)(等)(。  “2016年)(的)(海)(外)(债)(券)(到)(期)(金)(额)(为)(73亿)(美)(元)(,但)(真)(正)(的)(境)(外)(债)(券)(到)(期)(的)(高)(峰)(在)(2018年)(,累)(计)(达)(120亿)(美)(元)(。”他)(表)(示)(。
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