《大行報告》富瑞上調金沙中國(01928.HK)目標價至41元 評級「買入」
富瑞發表研究報告指,金沙中國(01928.HK)今年第二季的盈利復甦基本與利潤率一致,預計市場將關注管理層對前景的樂觀看法。管理層對金沙前景樂觀,雖然暫未能確實何時全面復甦,但認為這只是時間問題。特別考慮到次季末的強勁表現、夏季月份旺季、酒店客房供應恢復正常及利潤率持續改善,該行上調盈利預測並將目標價由35元上調至41元,維持「買入」評級。
該行預計集團的季度盈利將繼續改善,因從歷史數據來看,澳門在夏季月份時表現強勁。另外,澳門旅遊局亦預計,8月每日旅客人數將由6月的約7萬人次增至8萬人次。該行又預期澳門2023及24年的中場賭收將分別達到疫情前的86%及100%水平。
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