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《大行》瑞銀:永利澳門(01128.HK)第二季調整後物業EBITDA低預期
阿思達克 08-08 11:30
瑞銀發表研究報告,永利澳門(01128.HK)控股股東永利渡假村(Wynn Resorts)公佈,澳門調整後物業EBITDA為2.54億美元,較去年同期下降約10%,EBITDA達2.66億美元,低於預期,主要是賭博表現低於預期。 該行指,永利澳門管理層預料博彩需求於6、7月加速,調整後EBITDA運行速度為每日330 萬美元。管理層將繼續進行物業升級改造,以保持競爭力,包括擴建永利皇宮主席俱樂部博彩區,以及翻新永利大廈客房。管理層預計,活動及娛樂中心的建設將於2028年之後完成,但需獲得政府批准。 瑞銀指,永利澳門管理層將今年資本支出指引下調5,000萬美元,至2億至2.5億美元,明年指引維持不變,為4.5億至5億美元。該行維持永利澳門目標價為6.1元,其評級為「中性」。(ca/w) ~
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