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《大行報告》瑞信下調澳門今明兩年賭收預測 上調賭業股目標價
阿思達克 04-21 09:39
瑞信發表報告表示,復甦預期帶動市場氣氛改善,惟疫情控制措施持續下,澳門整體賭收仍低於預期,更相信賭業因疫情而出現不利的結構性轉變,導致行業復甦路漫長。

該行維持對澳門賭業審慎的看法,下調今明兩年賭收預測20%及12%,不過預期自5至6月份旅遊限制會逐步及緩慢地回復正常下,短線而言看好金沙中國(01928.HK)及澳博控股(00880.HK),分別上調目標價20%及32%,以反映兩者之中場業務比重較高及新增項目等因素,而其他賭股目標價亦升1%至7%。但整體而言,濠賭股之風險回報率不吸引。

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