《大行報告》瑞信上調金界控股(03918.HK)目標價至7.7元 評級「跑贏大市」
瑞信發表研究報告指,金界控股(03918.HK)管理層對前景仍然樂觀,指出儘管亞洲旅遊政策依然嚴格,但柬埔寨疫苗接種率高及需求強勁,自去年11月起當地開始放寬防疫限制,至今中場及直接貴賓廳業務持續回升,賭場訪問量恢復至疫情前50%,農曆新年期間更恢復至80%。
該行指,柬埔寨去年11月起對已接種疫苗的遊客重新開放,目前復甦步伐將決於東南亞主要客源市場的邊境管制,預期任何潛在放寬都將成爲近期催化劑。隨着Naga3項目的分階段建設,管理層預期目前每月現金運行率足以覆蓋2022年資本開支。
瑞信表示,本地需求強勁,但貴賓廳業務恢復速度仍然緩慢,因此將2022年每股盈利預測調整約6%,2023年預測基本保持不變,目標價由7.4元上調至7.7元,維持「跑贏大市」評級,認爲金界牌照的優勢,在市況開始復甦的前景下處於有利位置。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.