《大行報告》美銀證券上調銀娛(00027.HK)目標價至82元 評級「買入」
美銀證券發表報告表示,銀娛(00027.HK)今年首季經調整EBITDA為8.59億元,按年升204%,惟按季下跌15%,高於該行預期,主因期內淨贏率偏高。季內收入按年升1%及按季持平於51億元,當中貴賓廳收益下跌27%,中場收益升7%;市佔率由去年第四季21.9%降至首季之21.6%。
報告引述公司管理層指,「五一」黃金周賭收回復至2019年度之50%,當中中場收益達至2019年同期水平的60%至70%,但貴賓廳仍弱。該行將銀娛2021至2022年度EBITDA預測分別降21%及升5%,目標價由79元上調至82元,重申其「買入」評級。
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