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《大行報告》高盛下調銀娛(00027.HK)目標價至54.2元 評級「買入」
阿思達克 05-13 10:27
高盛發表報告指,由於3月初以來中國廣泛出現Omicron疫情令旅行受限,銀河娛樂(00027.HK)首季EBITDA 一如預期下跌,但幅度並未有預期般大。經贏率調整後,集團首季EBITDA為5.72億元,相當於2019年同期的15%,優於該行預期的4.61億元,主要由於「澳門銀河」的表現較預期佳,部分抵銷「澳門星際酒店」的損失。 該行重申銀娛股份「買入」評級,但目標價由55.5元降至54.2元,並調整集團今年至2024年EBITDA預測,最多下降34%。該行提到,銀娛為過去三個月表現最好的澳門博彩股,反映市場對其賭牌續期風險的憂慮較少,加上集團有31億美元的淨現金在手。
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