《大行報告》高盛下調永利澳門(01128.HK)目標價至6.9元 評級「中性」
高盛發表研究報告指出,澳門於7月份連續關閉賭場兩周導致賭收下跌約35%,澳門賭場營運商第三季EBITDA普遍虧損按季擴大,然而,永利澳門(01128.HK)經調整後的物業EBITDA虧損則由第二季的約9,000萬美元,收窄至第三季的約6,600萬美元,主要由於其有效的成本控制,每日營運開支由第二季的190萬美元降至第三季的160萬美元,以及賭收趨勢更具韌性。
該行對永利澳門2022財年EBITDA上調31%,2023及2024財年則各下調2%。對其目標價由7.1元下調至6.9元,維持「中性」評級。另認為永利澳門近期股價表現跑輸同業,但如公司成功延長賭牌期限,股價或將大幅反彈。
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