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大行評級 | 高盛:料銀娛第四季虧損收窄,維持目標價65.9港元
格隆匯2月21日丨銀河娛樂(0027.HK)將於本週四(23日)公佈全年業績,高盛發研報預料,集團去年第四季將錄EBITDA虧損2.58億港元,較第三季虧損5.81港億元有所收窄,預期澳門銀河將稍錄盈利和星際酒店EBUTDA虧損將趨於穩定,又認為澳門銀河第三期項目開幕將成為該股的催化劑。報吿維持“買入”評級,目標價65.9港元。銀娛宣佈財務總裁戴力弘(Robert Drake)將於今年3月1日卸任,並由集團日本發展首席營運總監陳應達於同日接任。報吿指出,陳應達在2012年至2016年曾擔任新濠的營運總裁,對公司轉向和專注於高端中場市場起到了重要作用,而現時大阪和長崎以外的日本開發計劃基本被擱置,銀娛可能認為並毋須急於探索當地的機遇,但集團對陳應達的任命不一定會影響銀河在澳門以外的長期增長或戰略,認為陳應達逾20年在行業的經驗令他非常適合擔任相關職務。該股現報51.2港元,總市值2237億港元。

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