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濠赌股全面涨逾4%-7% 大摩上周调高行业今年赌收预测
阿思达克 11-09 14:30
澳门10月赌收优於市场预期大摩随即调高澳门今年赌收预测,濠赌股今天全面报升兼成交增加,蓝筹银娱(00027.HK)及金沙中国(01928.HK)六连升,今天高见59.45元及31.1元,创近两个月高,现造59.1元及30.8元,升5.9%及4.4%,後者挑战百天线(30.94元)。

美高梅中国(02282.HK)四连升,今天股价升破牛熊线(10.4元),最高见10.82元,现造10.7元,续升5.7%。永利澳门(01128.HK)六连涨,股价曾重越50天线(12.63元),最高见12880.84元,现造12.6元,升7.3%。新濠国际(00200.HK)及澳博(00880.HK)继上周五稍作整固结束四连涨後,最高见14.22元及8.97元,现造14.16元及8.89元,回升6%及4.2%,後者重越牛熊线(8.75元)。

澳门博监局本月初公布,今年10月博彩收入按月急升近2.3倍至72.7亿澳门元,高於花旗之前预测40亿澳门元,赌收按年减少72.5%。

大摩基於澳门10月赌收表现胜预期,将澳门今年11月/12月及全年赌收预测由原先估计跌70%/60%及80%,调高至仅分别跌65%/55%/78%,料今年第四季整体仅跌65%,主因受惠高端中场复苏带动,相信末季行业EBITDA可达收支平衡。另外,该行预期濠赌业2022年EV/EBITDA值为9.5倍,较长远平均数12.5倍为低,相信在未来数月访客数字改善带动下,将有助澳门赌股表现。该行关注明年盈利预期调整,料快将走出谷底。

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