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《大行》華泰證券升新濠國際(00200.HK)目標價至6.1元 維持「增持」評級
阿思達克 08-04 10:48
華泰證券發表報告指,新濠國際發展(00200.HK)子公司新濠博亞(MLCO.US)第二季財報顯示,市場份額基本維持,但澳門業務賭收恢復不及行業。然而,公司在電話會議表示以削減債務和成本管控為首要目標。EBITDA利潤按季上升,或說明成本削減措施如優化客戶回饋和營銷開支初見成效。該行維持對新濠國際「增持」評級,目標價從4.1上調至6.1元,並將其2025至2027年EBITDA預測各上調6%、2%及2%至107億、112億及115億元。 該行認為, 下半年澳門博彩板塊的上行趨勢有望受政策利好、財富效應和非博彩協同而延續。珠澳一簽多行、香港跨境支付通,疊加「金股幣」齊漲財富效應,或增強旅客的出行與消費意願。展望下半年,11月將迎來第十五屆全運會(粵港澳合辦)和澳門格蘭披治賽車大賽,或將出台更多便利措施吸客。
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