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匯證:銀娛(0027.HK)中期業績勝預期 微升目標價至58港元
格隆匯 08-14 15:52

匯證發表研究報告指,銀河娛樂(0027.HK)中期業績優於該行預期,建築材料業務表現優於預期。該行續指,“澳門銀河”的貴賓廳業務及中場業務皆略遜預期,而“星際酒店”的復甦更好。該行維持其“持有”評級,將目標價由57港元上調1.75%至58港元。

該行指,銀娛管理層有信心可維持2021年中開放第三期項目的時間表,又相信自由行和團體旅遊簽註重新開放將推動復甦。該行續指,銀娛將支出減少至每日250萬美元,引述管理層認為,如果博彩收入和租金等業務收入可以恢復到去年第四季度的30%左右,集團整體運營將可以實現收支平衡。

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