《大行報告》中金升新濠(00200.HK)評級至「跑贏大市」金沙中國(01928.HK)評級降至「中性」
中金公司發表報告,重申對澳門博彩業中場業務的樂觀看法,料其將有按年一成增長。該行同時相信有新場地啟用的博彩商將在下半年跑贏同業,上調新濠博亞及新濠國際(00200.HK)投資評級至「跑贏大市」,基於旗下博彩場地經營狀況改善;同時下調金沙中國(01928.HK)投資評級至「中性」,關注其倫敦人項目裝修影響業務。
該行維持對澳門貴賓廳業務持謹慎看法,下調永利澳門(01128.HK)投資評級至「中性」,基於公司貴賓廳曝險最大,與及在澳門上葡京項目明年上半年開幕後或導致市佔流失。
該行重申對金界控股(03918.HK)的「跑贏大市」投資評級,基於赴柬埔寨遊客及對當地投資持續增長,柬埔寨施亞努市對公司於當地業務的稀釋作用有限,與及禁止代理賭博對公司的業務影響有限。
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