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《大行報告》瑞銀下調金界(03918.HK)目標價至14.7元 評級「買入」
阿思達克 03-03 10:05
瑞銀發表報告指,假設受新冠肺炎疫情影響持續六個月,料金界(03918.HK)今年博彩收益按年增長由原預期24%放緩至11%,這仍是亞洲地區其中一個錄得最高賭收增長的地方,主要由於東盟業務具防禦性及新酒店房供應所帶動。集團去年第四季及今年上半年新增共500個酒店房間,長期而言將有助提升中場收益率。該行相信肺炎亦將影響金界業務,假設疫情持續六個月,該行下調金界今明兩年EBITDA預測8%,2020-22年每股盈測亦被下調3%、8%及8%,目標價相應自16.3元下調至14.7元,評級維持「買入」。
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