《大行报告》瑞银下调金界(03918.HK)目标价至10.4元 评级「买入」
瑞银与金界(03918.HK)董事总经理兼投资者关系总监Gerard Chai会面後,发表研究报告指,目前公司的经营成本正由每日29万美元,降至22万美元,同时会持续派息,以及未来12至18个月将更为针对中场与高端中场表现。
公司未有对旗下Naga重开提供时间表,但该行估计若金边疫情受控,料可於第三季重开。虽然去年下半年的复苏表现胜预期,但相信在2023年以前都不会见到完全复苏,因星马方面仍有旅游限制,以及贵宾厅业务受限。
该行下调EBITDA预期,2021至23年每股盈利预分别下调76%、449%及26%,目标价降9%至10.4元,维持「买入」评级。
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