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《大行報告》大摩上調澳門賭業股目標價 偏好金沙中國(01928.HK)多於銀娛(00027.HK)
摩根士丹利發表報告指,由於賭牌問題解決,澳門博彩股於11月走高,行業年初至今表現跑贏恆指32%。不過,行業目前市值較2019年底的疫情前水平仍低42%。 該行認爲,重新開放和更容易旅行將是澳門賭業明年的關鍵主題,料可令行業收入於2024年正常化。另外,因內地奢侈品零售額持續上升、強勁的積壓需求、中場佔比由疫情前的六成升至九成,以及有約兩成員工成本可永久節省,預期行業於疫情後的盈利將較疫前更爲強勁。 大摩上調澳門賭業股目標價(另見表),偏好金沙中國(01928.HK)多於銀娛(00027.HK),同時偏好新濠博亞(MLCO.US)及永利澳門(01128.HK)多於澳博(00880.HK)及美高梅中國(02282.HK)。
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