摩根大通发表研报指，银娱(00027.HK) 首季业绩好过市场预期，今年劳动节五一黄金周长假表现亦跑赢行业， 银娱在五月黄金周表现出色，澳门嘉佩乐酒店大部分客房和赌场区域已正式投用，其余客房将在未来几个月逐步开放，超高端客户初步反馈极为正面。虽然银河国际会议中心及银河综艺馆等设施目前仍处于亏损状态，但摩通相信客流量增加所带来的博彩业务协同效将有助抵销亏损。
摩通强调银娱具明确增长前景，维持“增持”评级，列为濠赌股长期首选之一，将今明两年经调整EBITDA预测上调3%至4%，从121.09亿及122.12亿元上调至125.62亿及127.3亿元，目标价从36元上调至37元，认为其估值具有吸引力。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-09 16:25。)
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