《大行報告》瑞信降新濠國際(00200.HK)評級至「中性」 目標價下調至16.1元
瑞信發表報告表示,濠賭股對業務復甦及逐步放寬旅遊限制存有較高期望,而行業正過渡至由更具可持續性的中場市場所帶動,惟料轉型之路漫長且斷斷續續,因此相對於投資者高預期下,板塊有短期風險。
該行又指,新濠國際(00200.HK)於高端中場及貴賓廳的收益比例較高,基於對賭收的最新預測,下調其2020至2021年度盈利預測27%至逾100%,目標價由22.5元降至16.1元;且由「跑嬴大市」降至「中性」評級。
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