Omicron影响 GENM 4715 GENTING MALAYSIA BERHAD云顶大马复苏 马银行投行将2022财年每股盈利大砍40%
(吉隆坡6日讯)马银行投资银行将云顶马来西亚(Genting Malaysia Bhd)截至今年12月杪财年(2022财年)的每股盈利大砍40%,因为我国从2月开始爆发的Omicron疫情减缓了云顶名胜世界(Resorts World Genting)的复苏。
据马银行投行分析员Yin Shao Yang的了解,受到Omicron疫情影响,云顶名胜世界的业务从3月起放缓,尽管4月1日起获准全部重新开放,但云顶名胜世界只重新开放了大约1万间客房的一半。
他说:“因此,根据云顶名胜世界在2022财年运营大约5000间客房,我们将2022财年访客量预测从2400万(600万名酒店客户及1800万人一日游)调低至2100万(300万名酒店客户及1800万人一日游)。”
然而,他的2023财年/2024财年每股盈利变化不大(+0%/+1%),这是基于2600万至2700万访客量。
随着国内新冠肺炎新增确诊病例下跌,他预计,云顶名胜世界将从2023财年起重开全部1万间客房。
他维持给予云顶马来西亚的“买入”评级,但把目标价从3.37令吉下调至3.30令吉。
他说:“如果纽约名胜世界转为一个全面的赌场,可能还有53仙上涨潜能。”
截至早上11时09分,云顶马来西亚跌1仙或0.32%,至3.08令吉,市值达183亿5000万令吉。从年初至今,该股上升了5.84%。
(编译:魏素雯)
http://www.theedgemarkets.com/article/omicron%E5%BD%B1%E5%93%8D%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC%E5%A4%8D%E8%8B%8F-%E9%A9%AC%E9%93%B6%E8%A1%8C%E6%8A%95%E8%A1%8C%E5%B0%862022%E8%B4%A2%E5%B9%B4%E6%AF%8F%E8%82%A1%E7%9B%88%E5%88%A9%E5%A4%A7%E7%A0%8D40
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