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《大行報告》高盛升銀娛(00027.HK)目標價至54.9元評級「買入」 @ 2013-11-08T14: Back Hot News
Keyword:銀娛
Concept:12個月經調整 , 2013年第三季
昨日公布營運數據後,至今年9月底止第三季未經審核業績。經調整EBITDA達32億元,按年增長24%,略優市場預期,集團收益按年上升16%至163億元。本網現列13間券商對銀娛的最新投資評級及目標價,有5間券商上調了目標價。
摩根大通亦表示,永利澳門第三季經調整後物業EBITDA按季增約13%,主要是豪客增加並推高了毛利率。該行認為,該季度的增長強勁,目標價會由28.8元微升至29元,評級維持「增持」。另金沙公布第三季純利6.18億美元,按年增長89%,股價全月升14.9%,為表現第二好之藍籌股;銀娛則升6.3%,為表現第八佳之藍籌。
濠賭股發力,多只再創新高,金沙中國第三季度業績表現理想,獲多家券商調高目標價,金沙見60.5元新高。銀河娛樂見62.65元新高,升百分之4。新濠博亞見96元新高,升百分之4。
受惠第三季業績好過市場預期推動,金沙中國(01928)股價愈升愈有,曾高見58.4元,再創上市新高,現報57.5元,升4.4元或8.3%,成交額12.62億元。德銀上調金沙目標價至65元;瑞信則維持看58.5元。 其他賭股亦被炒上,銀河娛樂(00027)亦彈2.15元或3.74%,報59.6元;永利澳門(01128)揚1.55元或5.12%,報31.85元;澳博(00880)漲1.2元或4.8%,報26.2元;美高梅中國(02282)漲1.35元或4.76%,報29.7元。(FW)
該行指,雖然擴張計劃帶動下看好銀娛長期增長前景,惟今年以來股價已跑贏,估值看齊同業金沙中國(01928.HK),成為行內最昂貴股份之一,相信市場需時適應新的估值范圍。基於澳門銀河進度良好,調升集團2013-15年財測3-7%,目標價由53.8元升至65.6元,評級由「跑贏大市」降至「中性」。(TO/T)

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