You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究升美高梅中國(02282.HK)評級至「持有」 調整賭業股目標價
阿思達克 04-26 10:28
匯豐環球研究發表報告,指農曆年後,內地一線城市的居民申請前往澳門的簽證數目見增長,今年4月份已回復至2019年約40%水平(當中剔除旅行團數字),5月假期訂房數字見增長,認為目前賭收落後訪客數字與預期,降2021年入預期14%,而貴賓廳與中場收入回復約45%及65%水平,較早前預期低。

該行表示,降美高梅中國今年EBITDA預期26%,及下調2022年貴賓廳數字,以及中場數字不變,目前認為估值上升空間有限,貴賓廳業務未見起色,而其他仍見挑戰,信貸擴張限制,令中場受惠,因目前正鼓勵貴賓廳轉往高端中場,但長遠來說,認為缺乏生態環境與市場渠道將未能助吸取高端新客戶,令增長受限。

匯豐環球研究指,目前對新場的新增賭檯數字可見性較低,在計入2023年數字,及重新調整2021至2022年數字後,行業平均目標價升12%,當中首選金沙中國(01928.HK),將目標價由36.6元升至42.5元,並升美高梅(02282.HK)評級由「減持」升至「持有」,將目標價由10元升至12.8元。該行上調銀河娛樂(00027.HK)目標價由61.5元升至68元,維持「持有」評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account