大行评级丨高盛:永利澳门中场博彩毛收入表现强劲,维持“买入”评级

格隆汇
Aug 06
高盛发表研报指,永利澳门第二季物业EBITDA为2.97亿美元,符合该行预期的2.96亿美元,并高于市场预期的2.8至2.9亿美元,是期内唯一实现EBITDA环比增长的博彩营运商。若剔除较低的贵宾厅赢率因素,经调整EBITDA约3.06亿美元,环比增长3%,同比增长15%。高盛指,永利澳门中场博彩毛收入表现强劲,加上较高的赢率,反映高端中场玩家的质量有所提升。永利皇宫顶级贵宾博彩空间主席会(Chairman Club)仅重开约4至5个月,已成功吸引更多高端玩家,管理层认为仍有进一步增长空间。该行维持“买入”评级,目标价8.1港元不变。

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