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大摩:下調澳門博企目標價 料收入跌勢延續至十月份
格隆匯 03-30 14:22

摩根士丹利發表研究報告預計,澳門博彩毛收入的下滑趨勢可能會在10月份停止,比之前估計的7月更遲。由此,該行已下調澳門博彩企業的盈利預測,每股目標價。

其中,給予美高梅中國(2282.HK)目標價11港元、下調永利澳門(1128.HK)目標價30%至14港元、下調金沙中國(1928.HK)目標價25%至33港元、下調銀河娛樂(0027.HK)目標價11%至50港元,以及下調澳博控股(0880.HK)目標價5.7%至11.5港元。

大摩報告指出,市場對澳門博彩股短期盈利仍然擔憂,儘管中期在低估值等因素下,博彩股的風險回報已經比較有利。

大摩已將今年澳門博彩毛收入預測由原來估計下跌16%,調整至下滑35%,並因此下調今年税息折舊及攤銷前利潤預測37%。

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