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《大行報告》里昂削澳門今年賭收預測49% 升美高梅中國(02282.HK)評級至「買入」
里昂發表報告,預計濠賭股第二季盈利將是2020年第三季以來最差的表現,6間博企的Ebitda將為負值,但相信已在股價反映。該行認為,訪澳人數在今年剩餘時間內仍然疲軟,直至明年第一季才會回升。 里昂削澳門今年賭收預測49%,但2023年和2024年的賭收預測基本不變,預計中場業務收入將在2024年第四季恢復至2019年第四季的水平。 該行升美高梅中國(02282.HK)評級至「買入」,澳博控股(00880.HK)評級就由「跑贏大市」下調至「跑輸大市」。同時維持對新濠博亞(MLCO.US)和永利澳門(01128.HK)「買入」評級。至於行業首選是銀河娛樂(00027.HK)和金沙中國(01928.HK),評級均為「買入」。
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