中金升新濠(0200.HK)评级至“跑赢大市”金沙(1928.HK)评级降至“中性”
中金公司发表报告,重申对澳门博彩业中场业务的乐观看法,料其将有按年一成增长。该行同时相信有新场地启用的博彩商将在下半年跑赢同业,上调新濠博亚及新濠国际(00200.HK)投资评级至“跑赢大市”,基于旗下博彩场地经营状况改善;同时下调金沙中国(01928.HK)投资评级至“中性”,关注其伦敦人项目装修影响业务。
该行维持对澳门贵宾厅业务持谨慎看法,下调永利澳门(01128.HK)投资评级至“中性”,基于公司贵宾厅曝险最大,与及在澳门上葡京项目明年上半年开幕後或导致市占流失。
该行重申对金界控股(03918.HK)的“跑赢大市”投资评级,基于赴柬埔寨游客及对当地投资持续增长,柬埔寨施亚努市对公司于当地业务的稀释作用有限,与及禁止代理赌博对公司的业务影响有限。
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