《大行報告》匯豐研究微降金沙中國(01928.HK)目標價至37.2元 評級「買入」
匯豐研究發表報告,指金沙中國(01928.HK)第二季表現大致符該行預期,經調整EBITDA按季增30%,而剔除贏率後,則按季升51%。維持「買入」評級,目標價由37.3元微降至37.2元。
該行指出,倫敦人以及四季酒店的翻新,都有助公司在5月期間需求增長,特別是高端中場表現,並有望延續至下半年,因旅遊需求持續及暑假客流復甦。展望未來,政府計劃於9月新一屆立法會選舉後,提交有關賭牌的公衆諮詢,料延續現有賭牌亦是選擇之一。公司繼續在現有項目再投資,以及維持就業。隨着疫苗接種普及,管理層有信心中港澳三地的旅遊氣泡可於年底前開通。
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