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》汇丰研究:永利澳门(01128.HK)中场业务呈复苏 但指估值已合理
阿思达克 05-11 14:35
汇丰研究发表报告指,受幸运因素带动,永利澳门(01128.HK)首季经调整後物业EBITDA达约4,400万美元,按年增长49%,按季增长11%,超出该行预期。

期内由於永利皇宫转码数按季下跌22%,公司整体贵宾厅转码数亦下跌13%;中场收入按季下跌7%,表现较同业逊色,亦低於该行预测的按季增长8%,管理层认为今年开局表现相对较弱。回顾刚过去的「五一」假期,永利贵宾厅业务仅恢复至2019年同期的25%至30%,在强劲的高端中场需求带动下,整体中场表现回复至2019年同期的约76%,酒店出租率达到93%,零售收入亦较2019年增长80%。

管理层有信心经历相对疲软的4月份後,5月及6月份将复苏。该行认为,访澳旅客量增长将带动中场业务,与同行相比永利澳门从中受惠较少,维持「持有」评级及目标价15.5元不变,指出目前估值属合理水平。

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