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《大行報告》花旗上調新濠(00200.HK)目標價至21.5元 評級「買入」
阿思達克 02-26 15:36
花旗發表研究報告,維持新濠國際(00200.HK)「買入」評級,目標價由18元升至21.5元。

該行指,公司去年第四季收入按年跌64%至5.28億美元,經調整EBITDA為5,300萬美元,經調整幸運因素EBITDA為3,900萬美元,大致符預期,按季改善表現反映澳門高端中場帶動復甦,以及馬尼拉市場復甦。澳門貴賓廳賭收按年跌77%,贏率維持在80%。

該行又指,管理層指目前利好因素多於負面,並提供多個正面前景,管理層對農曆年後表現感鼓舞,同時相信隨著旅遊回復正常,被抑制的需求進一步復甦。至於公司發展方面,目前新濠影匯第2期正在建設,管理層期望於今年底可以封頂,以及預期新濠天地酒店將關閉重裝,並於2023年完成。

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