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《大行報告》摩通:澳門六博企續牌無驚喜 首選金沙中國(01928.HK)
摩通發表研究報告指,澳門六間博彩企業續牌並無驚喜,營運者一致承諾在未來十年內投資150億美元,符合該行及市場預期,當中以金沙中國(01928.HK)及銀河娛樂(00027.HK)花費最多,分別爲38億美元及35億美元,而其他較小型的則爲15億至22億美元不等,這似乎是可控和合理。該行認爲,目前盈利預期和估值,以至於股價仍有良好的上行空間,行業首選金沙中國,其後依次爲銀娛、永利澳門(01128.HK)、美高梅中國(02282.HK)、新濠(00200.HK)及澳博(00880.HK)。 股份 | 投資評級 | 目標價 金沙中國(01928.HK) | 增持 | 30.0元 銀河娛樂(00027.HK) | 增持 | 60.0元 永利澳門(01128.HK) | 增持 | 8.5元 美高梅中國(02282.HK) | 增持 | 7.5元 新濠國際(00200.HK) | 中性 | 7.3元 澳博控股(00880.HK) | 中性 | 4.2元 (ca/u) ~
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