中金:宏观不确定性仍在 降新濠国际(0200.HK)目标价至25港元
中金发表报告指,宏观不确定性仍然存在,遂将新濠国际(0200.HK)目标价下调7.4%至25港元。
报告指,新濠国际半年调整后EBITDA同比上升15.9%,符合预期。而公司目前股价较净资产值折让约38%,相信短期内净资产折让较难收窄。
该行又表示,新濠国际约99%的净资产来自于其对新濠博亚娱乐的控股,因此对其收入和盈利预测,乃基于对新濠博亚娱乐之预测。
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