《大行报告》摩通升永利澳门(01128.HK)评级至「中性」 目标价上调至13.5元
摩根大通发表报告,上调永利澳门(01128.HK)评级,由原来「减持」升至「中性」,指出公司第三季业绩表现合符预期,加上第四季至今表现理想,在澳门总赌收回复至疫情前正常水平的约33%时。
该行指,永利澳门已於10月达到收支平衡,因此将2021至2022年EBITDA轻微上调约5%,至亏损21.73亿元及盈利57.25亿元,认为成本控制措施凑效,升目标价,由11元上调至13.5元。
摩通指出,即使市场为疫苗有望面世的消息感到振奋,但未有因此改变对澳门博彩行业的预测及「减持
」看法,认为澳门赌业仍受当局收紧监管、出游限制影响。
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