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《大行報告》摩通上調澳門賭業股目標價 首選銀娛(00027.HK)及金沙中國(01928.HK)
摩根大通發表報告指,澳門口岸在1月8日起全面開放,博彩需求在1月以來大幅回升,並預料其需求會持續上升,休閒和非核心玩家將會回歸,推動每季持續增長,大眾市場的復甦或於今年底達100%,明年則會超越疫前水平。 該行表示,相較2019年,預計大眾博彩毛利收入在今年各個季度分別恢復至60%、70%、80%及95%水平,並將於明年及2025年分別達105%及115%;貴賓廳收入預測則維持當前水平,即僅及2019年的低雙位數(約10%至14%)水平,同時預料今年、明年及2025年的總博彩毛利收入分別達到2019年的50%、70%及75%的水平。 摩通上調澳門賭業股目標價,詳見另表;並列銀娛(00027.HK)及金沙中國(01928.HK)為澳門賭業股首選。 該行指現時板塊復甦仍處初步階段,即使最新目標價仍低於2021年3月水平,濠賭股過去三個月累升約130%,同期恆指升41%,受惠於中國重新開放及賭牌續期帶來的股價正常化,但認為現時正邁向第二階段升浪。該行認為市場對2023至2024年行業EBITDA預測有15%上行風險,相信是過去五年來最大幅度上行。短線而言,該行予「增持」評級的濠賭股最少有35%至40%上行空間,甚至更多。
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