《大行報告》美銀證券下調金界(03918.HK)目標價至13.4元 評級「買入」
美銀證券發表報告,指金界控股(03918.HK)今年上半年EBITDA按年跌87%,因只有兩個月的營運,其上半年賭收按年跌65%,該行決定調低對金界今明兩年EBITDA預期分別93%及1%,下調對金界的目標價,由15.7元降至13.4元,反映國際間重啟通關較預期為遲的因素,維持「買入」評級。
該行指,公司Naga 3項目料於2025年9月完成,疫情並無引起延期。日均經營開支因已減少1,200至1,300員工,而下調至21萬美元。若今年下半年可項目重開,基於只有當地客戶,相信公司EBITDA預測為每月2,000至3,000萬美元。金界管理層相信,柬埔寨將跟隨新加坡,未來將分階段開放,同時需提高防疫措施。
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