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《大行報告》匯豐研究上調金沙中國(01928.HK)目標價至33.5元 評級「買入」
阿思達克 01-27 09:43
匯豐環球研究發表報告指,中國經濟重新開放後,博彩市場強勁的被壓抑需求支撐農曆新年強勁復甦,指貴賓廳玩家向高端中場的潛在遷移亦可能在最初加快復甦步伐上發揮作用。該行預計近期行業數據和市場情緒將保持積極,並應有助於提供濠賭股估值支持。該行又提到,金沙中國(01928.HK)最近的酒店翻新工程應有助其地捕捉回歸的中場需求。 該行引述金沙中國管理層表示,一旦經營現金流恢復正常,集團將考慮恢復派息,因為回報股東價值仍然是首要任務,這或是一個中期催化劑。該行根據公司指引調整資本支出預期,並將目標價從32.5元上調至33.5元,維持「買入」評級。 匯豐環球研究提到,金沙中國2022年第四季的物業EBITDA虧損按季收窄至4,800萬美元,是由於強於預期的收入和有效的成本控制推動。
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