SkyWorlds扩大回教市场 券商:云顶大马(GENM,4715,主板消费股)更胜疫前
(吉隆坡5日讯)今年新落成的云顶天城世界主题乐园(Genting SkyWorlds)受看好可扩大回教徒市场,让券商看好云顶大马(GENM,4715,主板消费股)可较疫情前更上一层楼!
虽然云顶大马首季业绩失色,不过丰隆投行研究分析员在最新报告中就认为,云顶天城世界主题乐园的逐渐开放,辅以其余利好因素刺激,让云顶世界今年次季,乃至下半年的业绩,料将有质的飞跃。
分析员特别指出,新主题乐园的开放,让云顶世界的吸引力,不再局限于赌场。
“这让云顶世界可以吸引占我国总人口63%,庞大的回教徒市场。”
尤其,随着该主题乐园料于下半年逐渐开放全部设施,搭配上防疫限制的日益松绑,以及云顶云天酒店(Genting SkyWorlds Hotel)的重开等,都预料可以为云顶大马下半年的破茧而出,做好充分准备。
投资终迎丰收
分析员还特别提到,天城世界主题乐园的落成,象征着云顶大马高额资本投资周期的结束,本财年料不再有大额贷款。
这同时也象征着,盈利复苏将为该集团带来现金流,同时逐渐降低集团高达68.9%的净负债比例水平。
“我们相信,这可及时帮助云顶大马,在升息周期中减轻财务负担。”
与此同时,马币的疲软,相信也可成为云顶大马喜闻乐见的事情。
“这让云顶世界更加吸引外国游客的同时,本地游客也更倾向于在国内旅游。”
大马正式迈入地方病阶段、公积金特别提领计划,以及开斋节长假等,料也可助长云顶大马于今年次季业绩。
情况较2019年更佳
另一方面,针对云顶大马股价已经返回2019年的疫前水平,让投资者认为该股已经不再被低估的说法,分析员也发表了自身观点。
“我们认为,2019年的云顶大马受到多项负面新闻的影响,使得股价走低。”
当年政府调高博彩税至35%,让该集团受挫;而云顶大马选择收购面临亏损的帝国度假村,也重挫了集团股价。
”不过和2019年相比,现在的云顶大马有了天城世界主题乐园、英美两国营运表现正在增强、帝国度假村亏损也减少,而且还获得了纽约体育博彩执照。“
丰隆投行研究因此看好这家国内旅游巨头可迎来疫后的复苏增长,因此喊买云顶大马,并将目标价定在3.91令吉。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/skyworlds%E6%89%A9%E5%A4%A7%E5%9B%9E%E6%95%99%E5%B8%82%E5%9C%BA-%E5%88%B8%E5%95%86%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC%E6%9B%B4%E8%83%9C%E7%96%AB%E5%89%8D
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