《大行報告》美銀證券上調大部份濠賭股目標價 偏好金沙中國(01928.HK)、美高梅(02282.HK)及新濠博亞(MLCO.US)
美銀證券發表報告,重申對澳門博彩業的積極看法,期待出現復甦,並建議投資者在今年買入。該行相信,在內地重新開放的早期階段,澳門將成為內地人的首選出境目的地,因為疫情之前的內地熱門出境目的地如日本、韓國等最近正收緊入境限制。而內地和澳門之間進一步放寬邊境政策將是近期的催化劑。
該行指,更喜愛具有市場份額增長潛力的賭股,與疫情之前的水平相比,可受惠酒店客房和賭桌分配的增加,偏好金沙中國(01928.HK)、美高梅(02282.HK)及新濠博亞(MLCO.US)。另將澳博(00880.HK)的評級從「買入」下調至「中性」,目標價下調17%至4.9元,以反映上葡京(GLP)進一步升級,及衛星賭場持續不確定性。另上調大部份濠賭股目標價,詳見另表。
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