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《大行報告》瑞銀下調金界(03918.HK)目標價至11.4元 評級「買入」
阿思達克 07-23 10:04
瑞銀發表報告指,金界(03918.HK)自全面重開後訪客數字良好,本地市場貢獻EBITDA料可達3億美元,因其本地市場中國人口達13.5萬人,其中5萬人為目標客戶,主要為高端中場盈利來源,料短期可帶動利潤率上升,該行料旅客須待至明年較後時間或2022年初才可入境。

由於金界自新冠肺炎疫情復甦較慢,料今年賭收按年下跌52%,明年則可回復至去年疫情前水平的92%,即按年增長93%。該行下調金界今年及明年EBITDA分別69%及30%,至分別2.3億美元及6.05億美元,目標價自14.7元下調至11.4元,維持「買入」評級。

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