《大行報告》里昂:部署內地重新開放 薦海底撈(06862.HK)、美蘭(00357.HK)、金沙(01928.HK)及銀娛(00027.HK)
里昂發表研究報告指,內地防疫措施放鬆但步伐緩慢,料部分受到疫情嚴重影響的內地消費行業公司,業務將會恢復增長,料放寬政策將從城市層面開始,然後擴展到跨省,最終擴展到跨境旅行,投資喜好次序依次為餐飲、旅遊和澳門博彩,將會受惠於內地重新開放。
在餐飲行業方面,該行推薦海底撈(06862.HK),其目標價為18元,維持其評級為「買入」,並指公司暫未有任何大型開店計劃,明年每間分店收入料按年增24%,放寬政策有助於市場反映其增長潛力。
在旅遊業方面,該行則推薦美蘭空港(00357.HK),主要公司對放寬政策的敏感度較高,其目標價為24.4元,維持其評級為「買入」。
在澳門博彩方面,隨著中場板塊持續增長以及現有賭牌料獲續期,行業中,該行看好金沙(01928.HK)及銀娛(00027.HK),其目標價分別24.7元及58.9元,其評級均為「買入」。
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