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大和:維持金界控股(3918.HK)買入評級 目標價12港元
格隆匯 10-06 11:52

大和總研發表研究報告指,金界控股(3918.HK)第三季度博彩總收入(GGR)為2.38億美元,按年跌42.7%,符合管理層早前的指引;而復甦亦在軌道上,重啟後期間的日均博彩淨收入已復甦至首季度關閉前的91%。該行維持買入評級,目標價維持12港元。

大和指,金界的大廳賭桌業務引領GGR復甦,認為復甦是可持續的,並非由於被抑壓的需求所短期驅動;而9月份的貴賓業務則有所放緩。大和續指,到9月尾,每週飛往柬埔寨的國際直航逐漸恢復到32班,其中包括21班來自一線內地城市的航班,如上海、北京、廣州、深圳、成都和福州,預計未來幾個月會進一步放寬旅行限制,以推動整體博彩收入恢復增長。

大和指,如果柬埔寨在放寬商務旅行限制方面繼續取得進展,預計金界的博彩總收入將從2021年起恢復增長。

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