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大行評級 | 大摩:銀娛下半年市場份額或擴大 予目標價60港元
格隆匯 05-31 12:36
格隆匯5月31日丨大摩發研報指,由於銀河娛樂(0027.HK)強勁的資產負債表和可靠的執行力,投資者將銀娛視為所有澳門公司中具防禦性的公司,隨着澳門銀河萊佛士和澳門安達仕酒店的開業,銀娛也可能在今年下半年中獲得市場份額,予目標價60港元及“與大市同步”評級。該行表示,由於勞動力短缺,銀河酒店在今年第一季度僅開放了其現有酒店容量的60%,但其中大部分已於5月全面開放,今年第一季度的每日營運支出較2019年的水平低30%,而首季中場收入則達2019年首季水平的70%。該股現報48.6港元,總市值2123億港元。

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