大和降香格里拉(亚洲)(0069.HK)评级至“持有”目标价下调至9港元
大和发表报告指,相信香格里拉(亚洲)(00069.HK)今年将会首度录得综合EBITDA倒退,并持续至少五年,料上半年业绩表现疲弱,原因包括:主要市场房价下跌;大部份主要货币兑美元下跌,对集团以美元汇报业绩构成盈利;加上香港正进行的示威活动;以及斯里兰卡首都哥林堡今年4月发生恐怖袭击。大和料香格里拉(亚洲)上半年酒店业务之综合EBITDA将录得约15%跌幅。

该行降香格里拉(亚洲)2019年至2021年收入预测3%至5%,降期间综合EBITDA预测10%至12%,及降每股核心盈利预测20%至26%,目标价自14港元降至9港元,评级由“买入”降至“持有”。
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