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《大行報告》花旗下調金界(03918.HK)目標價至3.5元 評級「沽售」
花旗發表研究報告指,金界(03918.HK)今年第三季EBITDA按季下跌13%至7,200萬美元,按季減少13%,略低於該行預期的7,500萬美元,而季內賭收按季跌6%至1.27億美元。該行認為,這主要是由於本季的貴賓客推薦量低於預期。 今年8月由內地赴柬埔寨旅遊的人數維持在2019年水平的約23%。該行表示,當隨著內地出境航班運力的改善,旅客數量回升時,他們可能會先到其他提供更好服務的優質賭場。相信隨著新產品增加,金界將在未來幾年成為市場份額的貢獻者,維持其「沽售」評級,並將目標價由3.65元下調至3.5元。
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