《大行報告》美銀證券:澳門博彩股及內地酒店股仍有不俗上升空間 偏好銀娛(00027.HK)及華住集團(HTHT.US)
美銀證券發表研究報告指,中國文旅部日前宣布省旅遊經營活動不再與風險地區實施「聯動管理」措施,但由於各地疫情仍然持續,預期新政策在短期內不會顯著推動旅遊活動復甦,但認為會是當局發出防疫逐步放寬的另一重要信號。
該行表示,雖然股價已自谷底回升,但澳門一眾博彩股及華住集團(01179.HK)(HTHT.US)現價仍較歷史平均水平有約15%至20%折讓,認為政策或復甦預期的微小利好都將支持股價作出反應。
考慮到旅行開支更能抵禦疫情後的宏觀經濟放緩,該行更看好銀娛(00027.HK)、新濠博亞(MLCO.US)及華住集團,分別給予目標價58港元、11.5美元及48美元,重申澳門博企及中國酒店公司的「買入」評級,同時憧憬澳門當局公布博彩牌照續期,以及中國與澳門之間的邊境政策放寬等利好消息。(gc/k)
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