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《大行報告》瑞銀:濠賭股按敏感性分析料至年底潛在回升115% 行業首選金沙及銀娛
瑞銀發表報告指若按敏感性分析,如果澳門對博彩業監管風險完全消除,並使用該行對2022至2023年的基本情形估計,認為目前價位到2022年底,澳門濠賭股回報率有1.15倍。該行濠賭股首選是金沙中國(01928.HK)和銀河娛樂(00027.HK),均予「買入」評級,目標價分別為27.3元和56.2元。 瑞銀估計在2022年第二季,澳門與香港和內地的出入境限制會進一步放鬆。該行認為,特許權條款的變化可能不大,因為預計經濟穩定和政策目標將被優先考慮。
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