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《大行报告》摩通下调金沙、澳博、新濠、美高梅及永利澳门评级 全线降目标价
阿思达克 10-08 12:24
摩根大通发表报告,基於澳门近期博彩业趋势并不理想,贵宾厅业务存不明朗因素,市场同业有下调濠赌股预测的风险,该行看好行业前景的看法有所减弱,料澳门博彩业明年重返正常水平憧憬正减弱,并认为濠赌股目前风险与回报比率不吸引。

该行表示,决定下调对金沙中国(01928.HK)、澳博控股(00880.HK)、新濠国际(00200.HK)及美高梅中国(02282.HK)的投资评级,均由「增持」降至「中性」,并将永利澳门(01128.HK)评级由「增持」一举降至「减持」,在行业中仅对银娱(00027.HK)维持「增持」评级。

摩通表示,下调对银河娱乐目标价由70元降至63元,调低金沙中国目标价由39元降至33元,将澳博目标价由11元降至9.5元,调低美高梅目标价由12元降至9元,将新濠国际目标价由20元降至13.5元,并将永利澳门目标价由17.5元降至11元。

该行估计澳门2020年赌收为616亿澳门元将按年跌79%、估计澳门明年赌收为2,080亿澳门元将按年升2.38倍、料2022年赌收为2,921亿澳门元将按年升40%,对比2018年赌收为3,017亿澳门元。

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