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《大行报告》银河娱乐(00027.HK)投资评级及目标价(表)
阿思达克 02-19 16:27
受新冠疫情大流行拖累下,各地区采取严格防疫措施,澳门去年博彩收入按年倒退79.3%至604.41亿澳门元,银河娱乐(00027.HK)将於下周四(25日)公布去年业绩。本网综合7间券商预期银娱2020年业绩将录得盈转亏蚀41.68亿元至62.64亿元,中位数为亏损47.33亿元,对比2019年录纯利130.42亿元。

因澳门已复批自由行签证,赌收持续温和复苏,券商普遍料银娱去年第四季EBITDA已回复正数,但内地疫情早前反覆,内地部门呼吁原地过年减少出行,令澳门客量淡静且稍逊预期,投资者观望疫苗与疫情发展,等待澳门将向内地争取恢复网上签注及团队游,期待银娱管理层最新营运、澳门银河第三期工程完工等指引。

本网综合11间券商列出对其投资评级及目标价:

里昂|买入|73.88元

高盛|买入|73.4元

美银证券|买入|72元

花旗|买入|72元

中银国际|买入|70元

摩根大通|增持|77元

广发证券|买入|66.64元

瑞银|中性|62.9元

汇丰环球研究|持有|61.5元

摩根士丹利|与大市同步|58元

瑞信|中性|54元

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