大摩:下调濠赌股全年盈测至负值 看好银河娱乐(0027.HK)等3股
摩根士丹利发表研究报告,将澳门博彩股今年税息折旧及摊销前利润(EBITDA)预测下调至负值,不过预计行业博彩毛收入年底前将保持改善趋势,板块四季度有望达到盈亏平衡。看好本地特许经营的澳博控股(0880.HK)、新濠国际发展(0200.HK)及银河娱乐(0027.HK)。
大摩报告将所覆盖澳门博彩股的EBITDA预测下调40%-600%不等,预计板块EBITDA在-16亿美元,此前预测为1.55亿美元
大摩指,银河娱乐接待能力提升,将其目标价由53港元上调至62港元,澳博控股目标价亦由11港元升至12港元,料路凼新赌场提升EBITDA,与金沙中国(1928.HK)相比,更看好以贵宾╱高端中场业务为主的永利澳门(1128.HK)。
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