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.
《大行報告》大摩:市場誇大澳門貴賓廳賭收憂慮 上調永利澳門母企評級
阿思達克 11-02 15:15
摩根士丹利發表研究報告指,永利澳門(01128.HK)母企永利渡假村(Wynn.US)年初至今股價累計下跌48%,主要由於疫情嚴重影響旗下澳門、拉斯維加斯及波士頓賭場業務。但大摩指出,近月市場情況已有所改善,內地恢復辦理居民赴澳旅遊簽註,金沙及美高梅數據亦反映高端中場業務不斷改善,澳門博彩業10月更錄得EBITDA盈虧平衡,而且新冠病毒疫苗亦即將面世。

大摩指出,永利主要收入來自中國,澳門賭場業務佔69%,考慮到中國疫情緩和,當地確診個案減少,預期永利2021財年第三、第四季度盈利將跑贏同業8%及18%。該行認為,市場對澳門高端賭博市場過分擔憂,加上拜登獲勝美國大選的潛在股價催化劑,將目標價由90美元上調至95美元,評級上調至「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