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《大行報告》里昂一舉升澳博(00880.HK)評級至「跑贏大市」 降永利澳門(01128.HK)目標價至5.9元
里昂發表評級報告指,由於7月賭場須關閉12日,故該行預料,澳門博彩業今年第三季盈利表現為2020年第三季以來最差,料該行業EBITA虧損擴大至6.33億美元。 該行表示,雖然第四季復甦速度超於預期,包括恢復內地旅行團和個人電子簽證,但該行仍持審慎態度,主要是預料明年內地清零政策仍然持續,故該行將今年總博彩收入預測上調6%至449億元,明年及2024年則維持不變。 該行將澳博(00880.HK)目標價由3.1元下調至2.9元,其評級則由「跑輸大市」升至「跑贏大市」;同時將永利澳門(01128.HK)目標價由6.3元下調至5.9元,維持其評級為「買入」。
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