《大行報告》摩通維持看好澳門賭業股 首選金沙中國(01928.HK)
摩根大通發表研究報告指,現有6家博彩營運商全數獲續發新賭牌,其公布時間及結果均符合預期,不過,這仍或會成為股票的強大催化劑。營運商仍需時簽署正式合同,該行續預計,所有合同都將在今年底前完成簽署,這亦與澳門政府的目標一致。
該行維持看好澳門賭業股,這並不是預期博彩總收入在當前疫情下復甦,而是目前股票倉位低及估值便宜。該行建議投資者可留意基本面,又料一旦估值正常化,股票有很大上升空間。該行仍然將金沙中國(01928.HK)列為首選股,其次則為永利澳門(01128.HK)。
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