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花旗上调新濠(0200.HK)目标价至30港元维持“买入”评级
格隆汇 07-25 14:33

花旗发表报告指,新濠国际发展(00200)今年第二季收入达14.43亿美元,按年及按季分别升17%及6%,以及经调整物业EBITDA录得4.42亿美元,按年及按季分别增加24%及9%,明显优於该行及市场预期。

报告续指,受惠于澳门新濠天地新VIP泥码及马尼拉赌场的VIP赢率偏高达5.21%(预期3.45%),带动该公司次季业务表现,又指现时其EBITDA有超过90%来自非VIP的贡献。

该行估计,次季新濠国际在澳门市占率按季上升1.6个百分点至16.4%,故上调该公司2019至2021年盈利预测2%至3%,目标价由28港元上调至30港元,维持“买入”投资评级。

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