《大行報告》高盛下調永利澳門(01128.HK)目標價至9.9元 評級「中性」
高盛發表報告指出,永利澳門(01128.HK)管理層預期,當行業賭收達至265億美元時,公司物業EBITDA有望實現12億美元,與2019年水平相若。儘管該行看法略微謹慎,但預期有關的市場規模可在2024財年實現,而賭收265億美元相當於2019年水平的73%。
該行對永行澳門2023至2025財年物業EBITDA預測作出調整,由下調2%至上調6%不等,目標價由10.2元下調至9.9元,維持對其「中性」評級。行業中,更為看好當前上升周期中產能擴張的營運商,如銀娛(00027.HK)、金沙中國(01928.HK)、新濠博亞娛樂(MLCO.US)/新濠國際發展(00200.HK)。
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