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大摩相信銀娛(00027.HK)未來60天內股價可跑贏大市
阿思達克 07-02 10:07
摩根士丹利發表策略性投資報告,認為在未來60天內,銀河娛樂(00027.HK)股價會跑贏大市。 大摩表示,這是因為2025年第二季度博彩總收入按年增長8%,這一增長水平應能支撐行業EBITDA利潤率。在此期間,銀娛市場份額有所增加,部分得益於Cappella新增的容納量。6月,澳門博彩總收入按年增長19%,受Galaxy Arena全月舉辦的張學友演唱會系列推動,市場份額增長可能進一步得到強化。綜合來看,穩健的博彩總收入表現及銀娛通過Cappella和演唱會增加的市場份額,應為公司帶來強勁的2025年第二季度業績。大摩預計銀娛2025年第二季度企業EBITDA將按年增長8%,高於市場共識預期11%。 大摩估計該情景的發生概率約為80%以上(即「極有可能」)。
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