---
title: "傑富瑞：維持銀河娛樂 “買入” 評級 預測上季經調整 EBITDA 按年升 10%"
description: "傑富瑞維持銀河娛樂 “買入” 評級，預測上季經調整 EBITDA 按年升 10% 至 30.99 億港元，按季升 5%。收入按季升 12%，博彩毛收按季升 7% 至 109 億港元，跑贏同業 3% 增長。受益於活動及演唱會，銀河澳門三期業務擴展。下調去年淨利潤預測 2.4%，維持今明兩年預測，目標價 47 港元。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/225301984.md"
published_at: "2025-01-17T06:54:51.000Z"
---

# 傑富瑞：維持銀河娛樂 “買入” 評級 預測上季經調整 EBITDA 按年升 10%

> 傑富瑞維持銀河娛樂 “買入” 評級，預測上季經調整 EBITDA 按年升 10% 至 30.99 億港元，按季升 5%。收入按季升 12%，博彩毛收按季升 7% 至 109 億港元，跑贏同業 3% 增長。受益於活動及演唱會，銀河澳門三期業務擴展。下調去年淨利潤預測 2.4%，維持今明兩年預測，目標價 47 港元。

傑富瑞發表報告，預測銀河娛樂上季經調整 EBITDA 按年升 10% 至 30.99 億港元，按季升 5%，收入按季升 12%。博彩毛收料按季升 7% 至 109 億港元，跑贏同業的 3% 增長，受惠於活動及演唱會提供豐富，包括劉德華、刀郎及韓國女團 I-DLE 等演唱會，以及銀河澳門三期業務持續擴展，與星際酒店升級並設澳門最大規模現場桌上游戲終端機。該行預期市場在全年業績關注高端中場業務進展，基於銀河嘉佩樂將於今年年中開業。該行下調對銀娛去年淨利潤預測 2.4%，大致符合經調整 EBITDA 預測修訂，並大致維持今明兩年預測，維持銀娛 “買入” 投資評級及 47 港元目標價。

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