大行評級|星展:下調銀河娛樂目標價至42.13港元 維持“買入”評級
星展發表研究報告指,銀河娛樂擁有超過160億港元強勁淨現金來支持其擴張計劃,其中澳門銀河嘉佩樂酒店(Capella)將於今年中開業、路凼城四期將於2027年推出新的豪華酒店,將進一步增加酒店容量。星展指,雖然澳門首季總博彩收入按年增長0.6%,但銀娛今年首兩個月博彩收入理想,達到低雙位數增長,該行料銀娛首季業績表現優於大多數同行。星展將集團在2024年至2026年收入和盈利複合年增長率分別微調至9%和15%,其目標價由45.2港元下調至42.13港元,維持“買入”評級。
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