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《大行報告》大和維持澳門10月日均賭收介乎1.3億至1.5億澳門元預測 近期博彩股回落為長線投資者吸納良機
大和發表報告指,根據其調查,澳門在黃金周過後的訪客及賭收放緩情況持續,本月初至23日的日均賭收約1.3億澳門元。由於澳門與珠海的邊境政策自9月開始沒有大變動,因此維持澳門10月日均賭收介乎1.3億至1.5億澳門元的預測。 大和表示,雖然中共二十大未能緩和投資者對內地疫情清零政策的憂慮,但估計政策會繼續有所放鬆。而近期澳門博彩股股價回落,相信會是長線投資者提供吸納良機。 以短期估值重評股份而言,該行看好美高梅中國(02282.HK)及新濠博亞(MLCO.US),兩企評級均為「買入」。長線方面,大和繼續喜好以中場為中心及具有更多非博彩元素的企業,首選金沙中國(01928.HK)及銀河娛樂(00027.HK),評級同為「買入」。
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