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摩根大通:下調多隻濠賭股評級及目標價
格隆匯 10-08 10:16

摩根大通發表研究報告,稱對澳門博彩業樂觀的看法有變,因賭場重開後的趨勢令人沮喪、貴賓廳的不確定性增加,以及有下行風險。由於需求不振,2021年恢復正常的希望愈來愈小,令該行認為風險回報沒有想像中那麼吸引。

該行將金沙中國(1928.HK)、澳博控股(0880.HK)、新濠國際(0200.HK)及美高梅中國(2282.HK)評級由增持降至中性,目標價分別下調至33港元、9.5港元、13.5港元、9港元;永利澳門(1128.HK)評級更由增持降至減持,目標價由17.5港元下調至11港元;另維持對銀河娛樂(0027.HK)增持評級,目標價由70港元下調至63港元。

該行表示,其對行業2021年EBITDA預測低於市場預測約三成,會先等待市場預測下降,才會嘗試撈底。 

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