《大行報告》瑞銀下調澳門今年賭收預測25% 調整濠賭股目標價
瑞銀發表報告,考慮到第二季業績和澳門自6月中以來的疫情,將2022年博彩業收入預測下調25%,由原來87億美元(約703.17億澳門元)降至65億美元(約525.36億澳門元),維持對澳門2023年及2024年賭收預測184億美元(約1,487.2億澳門元)及274億美元(約2,214.6億澳門元)。而該行下調澳門今年中場及角子機賭收預測26%至73億美元(約590億澳門元)。
該行指在澳博(00880.HK)獲母企股東貸款及供股下,預料行業短期流動性風險有限。該行調整澳門博彩股目標價,首選金沙中國(01928.HK)及新濠博亞(MLCO.US)。該行維持對金沙中國「買入」投資評級,下調目標價由24.1元降至23.7元,維持對銀河娛樂(00027.HK)「買入」投資評級,上調目標價由52.4元降至52.7元。該行維持新濠國際(00200.HK)「買入」投資評級,下調目標價由9.9元降至9元。
瑞銀預料,澳門在今年第四季發出新的賭牌,估計澳門和內地會在2023年第一季進一步放寬出入境限制,預料2023年博彩收入將為疫情前51%,2024年博彩收入將為疫情前76%。
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