华泰金融(HK):给予新濠国际发展(00200.HK)“买入”评级 目标价5.60港元

2024-11-08 15:01:03 来源: 同花顺金融研究中心

  华泰金融(HK)11月8日发布公告。Macao’s gaming revenue could rebound to c 80% of the 2019 level in 2024 on our estimates. While footfall has exceeded pre-pandemic levels, contributions to gaming revenue remain to be seen. Although Melco International Development has responded to the transformation of Macao by ramping up efforts in non-gaming businesses, its Macao arm has seen a slower GGR recovery vs the sector and sequential declines in VIP and mass revenue. We thus continue to value the stock at 7.0x 2025E EV/EBITDA, below its Macao peers’average of 8.7x on Bloomberg consensus. Our target price is HKD5.60. BUY.

关注同花顺财经(ths518),获取更多机会

0

+1
  • 有研新材
  • 科大讯飞
  • 供销大集
  • 金桥信息
  • 中国卫通
  • 启明信息
  • 世纪鼎利
  • 日出东方
  • 代码|股票名称 最新 涨跌幅