大行評級|花旗:銀河娛樂第三季業績勝預期 予“買入”評級及目標價62.5港元
花旗發表研究報吿指,銀河娛樂第三季收入按年升11%至106.7億港元,經調整EBITDA按年升6%至29.4億港元,勝預期。公司管理層正在探討在澳門星際酒店進行重大升級,包括主要賭場大堂、大堂到達體驗,以及餐飲選擇。隨着澳門星際酒店三樓升級的完成,該地產的現場賭枱終端成為澳門最大的之一。該行予公司評級“買入”,目標價62.5港元。該行指,澳門銀河嘉佩樂的裝修進展順利,以非博彩為主的第四期也在推進中。管理層強調,重點是第四期的發展,該計劃將包括多個在澳門全新的高檔酒店品牌,以及最多可容納5,000人的劇院、廣泛的餐飲和零售設施、非博彩便利設施、園藝、水上度假區和賭場。第四期預計將於2027年完成,總開發面積約為60萬平方米。花旗亦提到,管理層稱影星劉德華於黃金週期間在銀河綜藝館舉行的演唱會吸引了額外的客户,並相信2024年第四季的終極格鬥冠軍賽(UFC)也會受到歡迎。
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