大摩:上調多隻濠賭股目標價 料受惠放寬邊境管制預期
摩根士丹利發表報告稱,澳門博彩股將會在邊境口岸開放的預期中率先反彈,同時受惠於博彩毛收入和利潤的按月提升,看好在貴賓和優質大眾業務上有更多空間的本地運營商,並上調多隻濠賭股的目標價,包括上調金沙中國(1928.HK)目標價至35港元、美高梅中國(2282.HK)目標價升至13港元、永利澳門(1128.HK)目標價升至18港元、銀河娛樂(0027.HK)目標價升至53港元。
大摩指,澳門博彩毛收入已在4月觸底,預期未來收入上升將成短期股價驅動因素,而受中國流動性寬裕所帶動等,貴賓業務將優於大眾業務,但將今年澳門博彩收入預測由下滑38%,進一步下調至跌55%。
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