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《大行報告》高盛引述銀娛(00027.HK)指上季業務或受幸運率欠佳影響 但重申對今年樂觀
阿思達克 01-11 12:14
高盛發表報告表示,本周一(8日)與銀河娛樂(00027.HK)首席財務官與投資者關係代表進行溝通,引述公司管理層表示,雖然近幾個月來繼續看到健康的訪問量和潛在的博彩量,但其2023年第四季的業績可能會受到貴賓廳和中場市場領域的幸運率欠佳、以及去年9月份開業澳門安達仕酒店產生的較高成本所拖累。 該行料銀娛2023年第四季EBITDA錄28億至29億元,按季保持平穩,估計其在澳門博彩市場份額會降至17.1%(對比2023年第三季18.5%)。 高盛引述銀娛管理層稱對2024財年業務前景保持樂觀,指澳門遊客數據的改善反映博彩業復甦、農曆新年假期酒店客房預訂強、於去年12月中旬在澳門銀河南區增設40張優質中場賭桌的區域,並計劃於農曆新年之前完成博彩樓層的其他裝修工程,以推動未來更好的賭桌生產力和博彩收入增長。 高盛指,濠賭股去年12月平均反彈約15%,因受到優於預期的賭收數據所推動,但銀娛股價落後,相信是市場憂慮其賭收市場份額下降所致,並估計其在2月公布去年第四季業績時股價短期內可能仍面臨壓力。該行指銀娛旗下博彩場的各種擴建和翻新工程應能更好地幫助公司做好準備,以取回博彩收入份額。該行維持銀娛「買入」評級及目標價57.8元。(wl/cy) ~
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