《大行报告》大摩:金界(03918.HK)第三季中场表现强劲 料全年EBITDA升32%
摩根士丹利发表报告表示,金界控股(03918.HK)今年第三季博彩收入4.15亿美元(按季跌25%、按年则升17%),低於该行原先4.8亿美元预期。期内贵宾厅转码数录107亿美元(按季跌29%、按年则升30%)表现疲弱,但中场收入录4.68亿美元(按季升14%、按年升49%),高於该行原预期,表现强劲。
该行指,若按年计,金界控股第三季贵宾厅及中炀收入增长介乎15%至45%,假设情况持续,相信有助公司达到今年EBITDA增长32%的预测。
大摩重申对金界「增持」投资评级及目标价14元,料公司增长可快於澳门博彩股份及亚太区同业,指其目前股价相当预测市盈率13倍,料有进一步上升空间。
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