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富瑞:上調銀娛(0027.HK)目標價至62港元 首季業績表現略遜預期
格隆匯 05-14 17:33

富瑞發表研究報吿指,銀河娛樂(0027.HK)今年首季業績表現略遜預期,正常化後經調整EBITDA錄得6.9億港元,較市場預期差,認為令人失望,因其業務焦點正轉移至復甦的前景及步伐,但需要耐心等待,上調目標價24%,由50港元升至62港元,重申“持有”評級。

富瑞相信,短期復甦將依賴進一步的旅遊限制放寬,但若要放寬來香港的強制隔離措施,需要當地14天沒有出現當地感染新冠肺炎個案,雖然中國內地或放寬旅行團方面的限制,但這些旅行團所得到的盈利較低,預期未來會放寬更多旅遊限制措施,但實行時機仍不清晰。

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