《大行报告》摩通吁增持濠赌股 升金沙中国、银娱、澳博及永利目标价
摩根大通发表报告表示,濠赌股股价自今年2月份抽升後,於过去四周内已回调10%,对比恒指同期累跌2%,而资者对短期澳门博彩总收入的转变和旅行限制的进一步放宽之预期都较低。该行预计澳门赌收於今年第二及第三季将按季各录24%及35%的升幅,认为行需求的持续回升,可为赌股上升提供了有利的条件。
该行持续看好濠赌股的前景,确认「增持」评级,当中澳博控股(00880.HK)为行业首选,其次是永利澳门(01128.HK)及金沙中国(01928.HK),再者是银娱(00027.HK)及新濠国际(00200.HK),最後是美高梅中国(02282.HK)。
摩根大通表示,上调金沙中国目标价由42元升至42.5元,维持「增持」评级;该行升银娱目标价由77元升至80元,维持「增持」评级;该行升澳博目标价由12元升至12.5元,维持「增持」评级;该行上调对永利澳门(01128.HK)目标价由17元升至18元,维持「增持」评级。
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