大摩:美高梅中國(2282.HK)市佔有率或下跌 降評級至減持
摩根士丹利發表報吿表示,隨着競爭對手擴大接待能力,料美高梅中國(2282.HK)的市場佔有率或在2021-22年下降,將其評級由增持下調至減持。
大摩又下調澳門2021年博彩毛收入預測10%,以反映貴賓預期的下調,並預計上半年的出行仍將疲軟,不過建議投資者在一季度板塊疲軟時伺機買入,隨着今年旅行開始恢復正常,板塊下半年的表現有望超越大盤。相對美高梅中國而言,大摩更看好永利澳門(1128.HK);與金沙中國(1928.HK)相比,則更看好銀河娛樂(0027.HK)。
另外,麥格理將美高梅中國評級下調至中性,目標價13港元。

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.