《大行報告》瑞信下調濠賭股目標價 降新濠國際(00200.HK)評級至「中性」
瑞信發表研究報告,估計2024年澳門中場總博彩收入年可恢復至疫情前水平的80%,而早前估計為98%。
報告解釋,下調總博彩收入預測,並降濠賭股目標價介乎10%至59%,以反映需求疲弱,主要假設為最快中共「二十大」後、明年首季政策才會有所放寬、博彩稅上調1%,以及推廣費用增加。
瑞信指出,澳門博彩行業再下行空間有限,因預期不再對負面消息作出反應,但仍然缺乏催化劑,建議投資者可等待賭收出現可持續復甦的更多實質信號。
該行選股排名依次為金沙中國(01928.HK)、銀河娛樂(00027.HK),隨後為新濠國際發展(00200.HK),並將新濠的投資評級由「跑贏大市」降至「中性」。濠賭股目標價詳見另表。
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