云顶业绩逊色照涨不误 轻松升破5令吉大关
(吉隆坡30日讯)受名胜世界云顶持续关闭至第三季影响,云顶(GENTING,3182,主板消费产品服务组)上半年财报表现逊于市场预期,达证券在考量云顶大马(GENM,4715,主板消费产品服务组)财测调低下,集团现财政年恐亏损3亿2000万令吉,2022和2023财政年盈利目标也调低至11.6至20.3%。
尽管业绩逊色,但市场憧憬封锁放宽将提振云顶业绩展望,推动其股价走高,一度升上5令吉零5仙,休市报5令吉零4仙,半天上扬11仙,有631万8200股易手。
达证券指出,云顶2021年上半年核心亏损6亿3350万令吉,表现远逊于全年净利目标5亿零460万令吉,但上半年经调整营运盈利(EBITDA)增长逾倍至15亿令吉,归功于新加坡和美国盈利强劲增长,以及英国业务亏损收窄成功抵销大马业务亏损扩大冲击。
“此外,种植臂膀贡献增加,加上名胜世界拉斯维加斯(RMLV)带来初步正面贡献。不过,与疫情前相比,今年上半年营运盈利仍显著低于2019年上半年的40亿令吉。”
业务表现方面,云顶新加坡上半年经调整营运盈利,在营业额增长23.8%和赚益扩张下,按年成长超过4倍至2亿7610万新元;云顶大马首半年营运亏损在美国业务转亏为盈,以及英国业务亏损收窄下,减少50.5%至6480万令吉。
RWLV在6月24日开业,并为云顶上半年带来6天1490万美元营业额和310万美元经调整营运盈利贡献,达证券对RWLV表现感到惊艳,相信这主要源自赌客来新赌场试手气。
“管理层透露,首6日营运的博彩与非博彩业务贡献相当。虽然RMLV现仍无法为我们的预测提供任何有用的营运数据,但管理层相信长期盈利增长前景可与赌城大道同侪一致。”
达证券说,云顶管理层忧虑Delta变种病毒,以及美国可能重新落实口罩令可能抑制客流量,但集团将善用集团和拉斯维加斯伙伴希尔顿强劲的客户层。
“不过,在调低云顶大马财测后,我们下砍云顶2021财政年盈利目标至亏损3亿2000万令吉,同时2022和2023财政年盈利也调低11.6至20.2%。我们也调低2021和2022财政年每股股息目标,从16和19仙减至零和16仙。”
随着财测和云顶大马估值调低,达证券也下砍云顶目标价,从5令吉63仙减至5令吉60仙,但维持其“买进”评级不变。
https://www.sinchew.com.my/content/content_2538880.html
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