《大行報告》大摩引述銀娛(00027.HK)指現酒店入住率約五成 復甦視乎個人遊簽證及疫苗接種
摩根士丹利發表報告,近日與銀河娛樂(00027.HK)管理層進行視像亞太區投資者會議,該行引述銀河娛樂管理層指,目前旗下酒店入住率目前約50%,高於8月上旬時僅介乎30%至35%,但仍低於 7月份入住率60%至65%。該行維持對銀娛「增持」評級及目標價70元。
銀娛管理層認爲澳門旅遊行業復甦,將視乎內地個人遊簽證及新冠疫苗接種,相信個人遊簽證電子渠道的恢復、澳門疫苗接種率的提高(目前澳門及香港新冠疫苗接種率在40%至50%之間),應可鼓勵更多遊客到澳門,並最終實現全面恢復。
至於「澳門銀河」新項目方面,銀娛管理層預計3A期將於2022年初開放,而第4期或會於2024年開放,指綜合資本支出400億至450億港元的預算保持不變。迄今爲止,該公司爲上述新項目支出約 120億至150億港元。
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