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《大行报告》花旗上调新濠(00200.HK)目标价至21.5元 评级「买入」
阿思达克 02-26 15:36
花旗发表研究报告,维持新濠国际(00200.HK)「买入」评级,目标价由18元升至21.5元。

该行指,公司去年第四季收入按年跌64%至5.28亿美元,经调整EBITDA为5,300万美元,经调整幸运因素EBITDA为3,900万美元,大致符预期,按季改善表现反映澳门高端中场带动复苏,以及马尼拉市场复苏。澳门贵宾厅赌收按年跌77%,赢率维持在80%。

该行又指,管理层指目前利好因素多於负面,并提供多个正面前景,管理层对农历年後表现感鼓舞,同时相信随着旅游回复正常,被抑制的需求进一步复苏。至於公司发展方面,目前新濠影汇第2期正在建设,管理层期望於今年底可以封顶,以及预期新濠天地酒店将关闭重装,并於2023年完成。

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