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《大行报告》大摩:奢侈品销售增长加速 看好澳门博彩及内地零售物业股
阿思达克 09-16 09:49
大摩发表研究报告指,中国奢侈品零售销售增长由7月的8%,加速至8月17%,相信澳门贵宾厅短期内显着恢复。该行同时亦看好恒隆地产(00101.HK)、新地(00016.HK)及太古地产(01972.HK),因其在中国零售占比较大。

该行指,中国奢侈品销售与澳门贵宾厅业务长久以来有很强的关连性,因应贵宾能业务於过去数月录得超过90%跌幅,故相信未来数月会有明显复苏。国内个人游签证於9月23日恢复,料10月起赌收会开始改善,预期第四季赌收可以回复至去年50%水平。大摩认为澳门博彩业目前估值吸引。

该行又指,恒隆地产有超过50%的租金收入来自中国,主要是商场,而且大部分走高档路线,近期需求增加有助续租租金潜在上调;新地亦指7月份上海IFC零售销售增长50%,8月表现更佳。

在该行覆盖的股份当中,以太古地产、嘉里建设(00683.HK)及九龙仓(00004.HK)在内地零售占比最大。

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