《大行報告》美銀證券:珠海放寬自由行為驚喜 看好澳博(00880.HK)、金沙中國(01928.HK)及新濠博亞
美銀證券發表報告指,中國國務院宣布由澳門入境的人士持新型肺炎檢測證明,不再需要隔離14日,而澳門政府亦宣布將於明日(12日)恢復珠海個人及團體旅客簽證,認為是次放寬措施是驚喜。
該行表示,是次宣布與澳門媒體早前傳出的消息一致,消息提到珠海恢復個人遊時間為8月12日,廣東省為8月24日,全國則為9月23日。雖然政府沒有確認廣東及全國其他地區開放個人遊,但該行相信兩個有關日期為合理目標,因澳門需要出示7日內檢測證明及綠色健康碼,相信第二波爆發風險低。
美銀證券近期看好澳博(00880.HK)、金沙中國(01928.HK)及新濠博亞。其中看好澳博是因相信集團會在未來數月公布上葡京開業日期。而新濠博亞估值吸引,現價相當於預測明年企業價值對EBITDA比率約11倍,年初至今股價跑輸於同業7%,亦較其歷史平均水平低10%。至於金沙中國年初至今股價亦落後同業11%,預測明年企業價值對EBITDA比率約13.5倍,較其長期平均僅低7%。
該行認為,金沙集團將最受益於個人遊恢復,「倫敦人」等的新容量帶來的上行空間,應足以抵消中美關係負面消息帶來的潛在風險。
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