《大行報告》花旗上調新濠國際(00200.HK)目標價至30元維持「買入」評級(更正)
花旗發表報告指,新濠博亞娛樂今年第二季收入達14.43億美元,按年及按季分別升17%及6%,以及經調整物業EBITDA錄得4.42億美元,按年及按季分別增加24%及9%,明顯優於該行及市場預期。
報告續指,受惠於澳門新濠天地新VIP泥碼及馬尼拉賭場的VIP贏率偏高達5.21%(預期3.45%),帶動該次季業務表現,又指現時其EBITDA有超過90%來自非VIP的貢獻。估計集團在澳門第二季市佔率按季上升1.6個百分點至16.4%
為反映新濠博亞最新預測,該行將新濠國際發展(00200.HK)目標價由28元上調至30元,維持「買入」投資評級。
(更正:2019-07-25 14:04:26 《大行報告》花旗上調新濠國際(00200.HK)目標價至30元 維持「買入」評級)
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