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《大行報告》富瑞下調永利澳門(01128.HK)目標價至4.5元 評級「持有」
阿思達克 08-11 11:03
富瑞發表評級報告指,永利澳門(01128.HK)今年次季虧損高於市場預測及第三季或會是另一個艱難的季度;但該行認為,鑑於永利拉斯維加斯有強勁恢復,令投資者現時更關注其復甦步伐。由於現時只有當地玩家入場,澳門博彩收入現時陷於低迷,該行料旅客近期仍會避免到訪澳門,而十月黃金週假期將會成為關鍵,惟仍然取決於疫情走勢。 該行表示,料訪客量於今年底反彈,令其復甦步伐將推遲至2023年,以致今年博彩總收入僅錄得疫前水平的14%,並料明年GGR按年增229%至170億美元,但仍只是疫前的46%,而2024年則料回升至疫情前60%。 該行將其目標價由4.8元下調至4.5元,維持其評級為「持有」。
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