You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高盛下修澳门今年赌收预测至跌5%调整濠赌股目标价
格隆汇 08-20 15:51

高盛发表报告,基于预期中美贸易谈判至明年前不会有结果、兼且宏观因素、人币兑兑美元汇价处7.05水平下,决定下修澳门今年赌收按年预测,由原来下滑3%调整至跌5%(至354.4亿美元),并下调澳门2020年赌收按年预测,由原来增长6%降至增长3%(至365.01亿美元)。

该行最新预测,澳门2019年贵宾厅业务赌收按年跌18%至140.92亿美元、料2019年中场赌收按年可升8%至192.24亿美元。该行料澳门2020年贵宾厅业务赌收按年持平录140.48亿美元、料2019年中场赌收按年升5%至202.29亿美元。

高盛表示,濠赌股近一个股价平均回调17%,对比恒指期内累跌8%,指濠赌股现价相当预测2020年企业价值/EBITDA跌至11.3倍,对比历史平均13倍(而历史低谷为10倍)。

该行称,调整濠赌股目标价,维持澳博控股(00880.HK)“买入”(「确信买入」名单)投资评级,将目标价由11.4港元微降至11.3港元;该行维持对银娱(00027.HK)“买入”投资评级,将目标价由61.6港元升至62.9港元;该行维持对金沙中国(01928.HK)“中性”投资评级,将目标价44.2港元降至40.9港元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account