You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》大摩:市场夸大澳门贵宾厅赌收忧虑 上调永利澳门母企评级
阿思达克 11-02 15:15
摩根士丹利发表研究报告指,永利澳门(01128.HK)母企永利渡假村(Wynn.US)年初至今股价累计下跌48%,主要由於疫情严重影响旗下澳门、拉斯维加斯及波士顿赌场业务。但大摩指出,近月市场情况已有所改善,内地恢复办理居民赴澳旅游签注,金沙及美高梅数据亦反映高端中场业务不断改善,澳门博彩业10月更录得EBITDA盈亏平衡,而且新冠病毒疫苗亦即将面世。

大摩指出,永利主要收入来自中国,澳门赌场业务占69%,考虑到中国疫情缓和,当地确诊个案减少,预期永利2021财年第三、第四季度盈利将跑赢同业8%及18%。该行认为,市场对澳门高端赌博市场过分担忧,加上拜登获胜美国大选的潜在股价催化剂,将目标价由90美元上调至95美元,评级上调至「增持」。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account