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《大行報告》大摩下調金沙中國(01928.HK)目標價至33元 評級「與大市同步」
阿思達克 10-28 12:58
摩根士丹利發表的研究報告,將金沙中國(01928.HK)目標價由35元降至33元,評級「與大市同步」,主要因為將公司2022年貴賓廳收入預測降36%,拖累其2022年EBITDA預測下調4%,相信行業貴賓廳業務復甦將較慢。

另外,該行亦將公司2022年每股盈測降7%,主要亦是基於對貴賓廳業務的估算,料明年公司淨收入將跌7%,而EBITDA及淨利潤將分別跌4%及7%。而今年來說,該行將公司淨收入預測降6%,但認為虧損將收窄一成,而每股虧損亦將收窄3%,因為雖然貴賓廳業務較弱,但高端中場表現有助帶動收入及利潤,估計金沙亦將受惠奢侈品零售銷售好過預期。(el/a) ~

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