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港股異動 | 金界控股漲4.75% 股價再創歷史新高
格隆匯 10-17 10:49
格隆匯10月17日丨金界控股(03918.HK)漲4.75%,報14.12港元,股價再創歷史新高,成交3882萬港元,總市值613億港元。

瑞銀本月發表研究報告,預期第三季賭收及毛利按年增33%,高於上半年31%的增長。公司重申新的税法會於2020年上半年實行,Naga 1於第四季增加250間翻新房間,及明年上半年可獲取額外250間房間供應。集團留意到,開支低於預算,而這些新增房間比較高級,有助提升中場賭枱日均收益率至8,000美元以上,目標價由12.25港元升8%至13.2港元,評級“買入”。
中金公司10月7日發佈公告。由於前九個月運營數據符合我們預期,維持收入及盈利預測不變。我們維持跑贏行業評級,將估值所基於的盈利預測往前移至2020年,給予10x/9x2020e/21eEV/EBITDA,相應地上調目標價13.8%至14.8港元。
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