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《大行报告》大摩料濠赌股续波动 看好永利澳门(01128.HK)及新濠博亚
阿思达克 11-24 09:57
摩根士丹利发表研究报告指,近日香港及内地新型肺炎新增确诊个案激增,相信澳门濠赌股表现短期内可能会持续波动,但考虑到濠赌股近期受消息影响一直下挫,相信股份最终可以回升至企业价值倍数至长期平均倍数约12.5倍。

大摩表示,中期仍看好澳门博彩股的前景,主要由於中国的旅游业及奢侈品消费增长令人惊讶,海南旅客量由3月的按年跌87%,至9月已复苏,中国奢侈品销售於9月及10月分别按年升13%及18%,认为强劲的中国经济增长及人民币升值鼓励消费,加上网上赌博及海外旅行减少,将为澳门赌业有利好作用带来好兆头。

该行,看好永利澳门(01128.HK)及新濠博亚等大型优质股份,予「增持」评级,目标价分别为16港元及22美元。

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