《大行报告》汇丰研究:市场对濠赌股倾向选择性 喜爱金沙中国(01928.HK)
汇丰研究发表报告表示,截至2月15日澳门录得赌收为30亿澳门元,意味过去八天的日均收益率为1.88亿澳门元,低於去年10月黄金周及前一周之日均收益率为2.79亿及2.14亿澳门元,当中贵宾厅按月下跌5%至8%,而中场收益更按月跌12%至13%。
报告指出,据澳门数据显示,农历年假期间访澳内地旅客按年跌幅由年初一、二之逾70%,收窄至初五的10%,主因去年初四新冠疫情开始爆发。然而整体而言,贵宾厅客流量与今年1月新年情况相若,而中场需求增加惟客流量仍较2019年低逾90%。
该行认为,在港上市的濠赌股估值合理,而投资者倾向选择性,该行持续看好金沙中国(01928.HK),予「买入」评级及目标价为36.6元。
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