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《大行報告》匯豐研究:市場對濠賭股傾向選擇性 喜愛金沙中國(01928.HK)
阿思達克 02-17 14:29
匯豐研究發表報告表示,截至2月15日澳門錄得賭收為30億澳門元,意味過去八天的日均收益率為1.88億澳門元,低於去年10月黃金周及前一周之日均收益率為2.79億及2.14億澳門元,當中貴賓廳按月下跌5%至8%,而中場收益更按月跌12%至13%。

報告指出,據澳門數據顯示,農曆年假期間訪澳內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開始爆發。然而整體而言,貴賓廳客流量與今年1月新年情況相若,而中場需求增加惟客流量仍較2019年低逾90%。

該行認為,在港上市的濠賭股估值合理,而投資者傾向選擇性,該行持續看好金沙中國(01928.HK),予「買入」評級及目標價為36.6元。

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