大行評級|花旗:次季澳門博彩總收入同比增長8% 行業目標價平均調高9%
花旗發表研究報告指,次季澳門博彩總收入(GGR)同比增長8%至611.15億澳門元,是自疫後重開以來最好的季度表現,預期期內行業EBITDA增3%至20.45億美元。而EBITDA增長遜於GGR增長,主要是由於演唱會不僅吸引高端中場客戶,亦吸引到VIP客戶,因而對收入組合略爲不利,EBITDA利潤率略減60個基點至27.3%。
該行將行業的目標價平均調高9%,當中新濠博亞目標價升幅最高,由8.6美元升至11美元,維持“買入”評級;將永利澳門評級降至“中性”,目標價則升至6.75港元,因預期短期內公司會流失市場份額;而銀河娛樂、美高梅中國及金沙中國目標價分別升至51.5港元、17.1港元及24.5港元,均維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.