《大行报告》瑞信上调澳门赌业股目标价金沙(01928.HK)银娱(00027.HK)美高梅(02282.HK)评级升至「跑赢大市」
瑞信发表研究报告指,现在是收集赌股的时机,因高利润率中场博彩收入(GGR)持续出现惊喜,今年第二季按年增13%,高於市场预期的8%至10%。自港珠澳大桥启用後,强劲的访澳旅客带动收入,高端中场变得稳定及中端市场急增等,都成为持续性推动力;受惠流动性放松,贵宾厅GGR亦走出谷底,由首季转码(Rolling)下跌22%收窄至6月份的10%。
该行指,将濠赌行业2019年至2021年盈利预测分别调高2%/10%/10%,但仍较市场预期低3%至5%。瑞信将金沙(01928.HK)、银娱(00027.HK)及美高梅(02282.HK)评级由「中性」升至「跑赢大市」,分别将目标价由48.8元、67.5元及18.2元,上调至50元、72.8元及18.5元;永利(01128.HK)及新濠国际(00200.HK)维持「跑赢大市」评级,目标价由24.5元及22.5元,上调至26.8元及31.8元;澳博(00880.HK)评级则由「跑输大市」升至「中性」,目标价由8元升至10元。
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