You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》美银证券:银娱(00027.HK)风险回报吸引 目标价上调至72元
阿思达克 11-17 10:12
美银发表研报指,银河娱乐(00027.HK)的股价自9月初至10月中旬曾一度累跌18%,相信主要是受市场担忧内地打击海外博彩所影响,认为监管主要针对中介活动,预计将减慢澳门贵宾厅业务的复苏步伐,但预期对银娱影响可控。

该行解释,贵宾厅业务对其2019年EBITDA仅贡献14%,预期明年占比更会降至7%,相信下行空间有限,又预计路(乙水)城银河第三及第四期可能有助取得更多市场份额,并实现EBTIDA增长,料第三期将为2022年EBITDA贡献31亿元,但将2021至2022年EBITDA预测下调26%及7%,以反映贵宾厅业务风险及第三期工程可能延期等因素。

考虑疫苗消息利好及澳门赌收改善,银娱股价最近出现反弹,该行重申「买入」评级,指其风险回报吸引,目标价由64.7元升至72元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account