《大行報告》匯豐研究引述銀娛(00027.HK)指8月底前客房預訂爆滿 重申「買入」
匯豐研究發表報告指,銀娛(00027.HK)對6月份需求表現強勁感到驚訝,並似乎會持續至夏季;即使7月1日推出擁有400間客房的全套房萊佛士酒店,惟指8月底前客房預訂爆滿。
該行表示,據銀娛觀察,即使訪客數字跌10%,但與疫情前相比,博彩玩家及賭博行為變化不大;銀娛推出更多非博彩活動,提升年輕玩家佔比,並在某些場合下促進奢侈品銷售。
該行指,銀娛目前開放了約80%的賭博廳,惟其分配於中場的比例遠高於疫前;儘管恢復中介人賭博廳,銀娛仍對貴賓廳採取觀望態度。
該行指,銀娛現擁有200億元淨現金和正面的現金流,集團擁有充足的流動性,支付未完成的資本支出計劃。該行指,集團正積極檢視其派息政策。該行給予其目標價為60元,以及其評級為「買入」。
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