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中金:料2020年澳門博彩收入同比增長3% 首選金沙中國(1928.HK)
格隆匯 01-14 10:47

中金髮表研究報告指,金沙中國(1928.HK)2019年第四季盈利有望超預期,將其2020財年預估淨收入調高3%,在澳門博彩股中為首選。該行上調其目標價13%至50.8港元,並上調投資評級至“優於大市”。

中金指,預計2020年澳門博彩收入同比增長3%,其中,中場業務保持較強成長,推動力包括澳門酒店接待能力的成長、基礎設施的改善、大灣區相關政策的實施,而貴賓業務有望在下半年恢復增長。

中金續指,金沙在澳門的客房最多,有望受益於今年中場需求的持續成長。該行對澳門博彩股推薦順序為:金沙中國、美高梅中國(2282.HK)、新濠國際發展(0200.HK)、澳博控股(0880.HK)、銀河娛樂(0027.HK)和永利澳門(1128.HK)。

另外,該行預計,柬埔寨博彩收入2020年同比增長17%,受入境遊成長等因素帶動,對金界控股(3918.HK)評級仍為“優於大市

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