大摩银娱(0027.HK)次季经调整EBITDA胜预期评级“与大市同步”
摩根士丹利发表研究报告,指银河娱乐(0027.HK)次季经调整EBITDA按季升9%及按年持平于43亿港元,高过该行及市场预期,主要受惠于赢率影响(3.49亿港元),经赢率调整后EBITDA则符合该行预期。
该行指,银娱期内维持稳定市占率。该行重申银娱“与大市同步”评级,以反映公司贵宾厅业务占比较大及股息回报率低,以及澳门银河第三及第四期延迟开幕的因素,目标价50港元。
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