云顶大马(GENM,,4715,主板消费股)否极泰来 2023财年好事连连
(吉隆坡13日讯)虽然云顶大马(GENM,,4715,主板消费股)在今年第3季业绩失色,但丰隆投行分析员相信,在云顶高原酒店和主题乐园的支撑下,加上农历新年、美国哈德逊谷名胜世界(RWHV)开张的利好因素,明年业绩表现将显著好转。
丰隆投行分析员指出,云顶大马有望在明年开放全部的云顶高原酒店房间,将剩余的21%房间库存开放予顾客,同时,SkyWorld主题乐园的游乐项目将增加2项,至20个项目,而且乐园的营业时间也将延长。
“截至9月底,云顶大马只开放了1万500个房间中的8300间。”
帝国接近收支平衡
此外,该分析员称,其博彩业务往往在农历新年旺季表现更好,加上纽约哈德逊谷名胜世界在12月开张,以及明年2月美国的美式足球“超级碗赛事”(Super Bowl)可能对帝国度假村(Empire Resort)的手机体育博彩业务有利,云顶大马在2023年的业绩将大幅改善。
分析员同时指出,虽然云顶大马当初对帝国度假村的收购不获看好,但如今后者的前景好转,这项收购的价值逐渐浮现。
“目前帝国度假村已接近收支平衡,今年第3季的亏损减少至200万美元以下。”
他亦称,帝国度假村通过今年3月赢获的手机体育博彩执照,以及营运全新的哈德逊谷名胜世界,将为云顶大马创造更多获利机会。
云顶大马 GENM
卖迈亚密土地减债
另一方面,分析员指出,云顶大马有意脱售位于迈阿密的16英亩土地,放眼收获10亿美元(约45亿令吉)以上的收入,一旦成事,将大大降低该公司的负债率。
“假设云顶大马成功以10亿美元脱售上述土地,该公司的净负债率,将从此前的75.8%,一口气降低至39.2%。”
综合而言,丰隆投行继续看好云顶大马,维持其“买入”评级,并保持3.44令吉的目标价。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC%E5%90%A6%E6%9E%81%E6%B3%B0%E6%9D%A5-2023%E8%B4%A2%E5%B9%B4%E5%A5%BD%E4%BA%8B%E8%BF%9E%E8%BF%9E
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