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》花旗升六大濠賭股目標價介乎6%至35% 首選金沙、澳博及銀娛
阿思達克 01-08 12:19
花旗發表研究報告,維持對濠賭股正面看法,升六大濠賭股目標價介乎6%至35%,指去年所見到最令人鼓舞趨勢,在於自旅客簽證局部恢復後,高端中場引領賭收復甦。該行料中場(特別是高端中場)維持屬今年增長引擎。隨著內地與澳門之間旅客出行正常化,受惠新酒店供應及基建改善,旅客可有更多時間參與博彩。

報告稱,賭收組合改善及經營開支節省,助力賭股稅息折舊及攤銷前盈利(EBITDA)復甦,今年料達41億美元,相當於2019年水平的43%,明年料達104億美元,較2019年水平高出約7%。首選金沙中國(01928.HK)、澳博(00880.HK)及銀娛(00027.HK)。該行料新產品將支持上述賭企未來12至24個月擴大市佔,將轉化為高於市場同業的EBITDA增長。

花旗料今年澳門賭收1,560億澳門元(或195億美元),相當於2019年水平的約53%。六大賭企投資評級及目標價見另表。

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