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趙俊邦先生 (Joseph Chiu)
助理經理

現任職輝立助理經理,投資股票經驗豐富。擅長期權及期貨倉位分析,誠意為客戶提供實戰應用策略或交流心得!
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200 新濠國際 - 共同進步‧超越界限

Friday, September 2, 2022 Views5310

中期業績

1. 截至二零二二年六月三十日止六個月之淨收益為60.3億港元,較截至二零二一年六月三十日止六個月的84.3億港元減少24.0億港元或28.5%。淨收益減少,主要是由於截至二零二二年六月三十日止六個月內澳門及中國內地為應對2019冠狀病毒病疫情而收緊出入境限制,導致集團旗下的娛樂場及酒店營運的表現回軟。
2. 本集團於截至二零二二年六月三十日止六個月錄得經調整EBITDA為1.682億港元,而截至二零二一年六月三十日止六個月則錄得經調整EBITDA為7.325億港元。
3. 截至二零二二年六月三十日止六個月的除稅後虧損為45.8億港元,而截至二零二一年六月三十日止六個月則錄得除稅後虧損為37.5億港元。
4. 截至二零二二年六月三十日止六個月,本公司擁有人應佔每股基本虧損為1.58港元,而截至二零二一年六月三十日止六個月則錄得本公司擁有人應佔每股基本虧損為1.09港元。
5. 於二零二二年六月三十日,本公司擁有人應佔每股資產淨值為2.8港元,而於二零二一年十二月三十一日為4.5港元。
6. 董事會建議不派發截至二零二二年六月三十日止六個月之中期股息。

短評:疫情持續減弱澳門博彩監察協調局公布,今年8月博彩收入21.89億澳門元,按年跌50.7%,按月則升4.5倍,對澳門賭業帶來機遇。

建議買入價$4.95

目標價$6.19

止蝕$4.55

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