《大行报告》瑞信下调澳门今明两年赌收预测 上调赌业股目标价
瑞信发表报告表示,复苏预期带动市场气氛改善,惟疫情控制措施持续下,澳门整体赌收仍低於预期,更相信赌业因疫情而出现不利的结构性转变,导致行业复苏路漫长。
该行维持对澳门赌业审慎的看法,下调今明两年赌收预测20%及12%,不过预期自5至6月份旅游限制会逐步及缓慢地回复正常下,短线而言看好金沙中国(01928.HK)及澳博控股(00880.HK),分别上调目标价20%及32%,以反映两者之中场业务比重较高及新增项目等因素,而其他赌股目标价亦升1%至7%。但整体而言,濠赌股之风险回报率不吸引。
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