智通财经APP获悉,麦格理发布研报称,给予银河娱乐(00027)“跑赢大市”评级,将目标价从48.8港元上调至50.1港元。基于较低博彩收入预测,该行下调银娱今明两年净利润预测1.4%及1%。
澳门银河嘉佩乐酒店将在2025年中开业,麦格理预期可引来更多顶级高端中场及贵宾厅客户。另外,澳门星际酒店正在进行升级工程,将现有赌台换为直播电子赌桌游戏,预测将推动每张赌台日均收入从现时的每日9万澳门元再提升。
麦格理指,银河娱乐2024年第四季收入同比增长9%,经调整EBITDA同比增长15%,分别超出该行预期1%和3%,农历新年后的长尾效应下客流持续,加上娱乐活动不断吸引到高端中场客户到访,推动2月表现向好。
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