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《大行報告》瑞信下調永利澳門(01128.HK)目標價至5.3元 評級「跑輸大市」
阿思達克 10-15 10:54
瑞信發表研究報告,重申對賭股的審慎看法,認為缺乏短期催化劑、盈利有下行風險、監管不確定性等。 該行指,永利澳門(01128.HK)第三季賭收受累入境限制,料EBITDA跌至2,300萬美元。 該行又下調2021至23年賭收預期至疫情前水平的31%、56%及70%(原本33%、62%及72%),降公司盈利預期,目標價由7.1元降至5.3元,維持「跑輸大市」評級。
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