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《大行報告》大摩:濠賭首選股改為美高梅中國(02282.HK) 看好中場市佔擴張
摩根士丹利發表研究報告指,由於當前的估值和中場的市場份額,將濠賭首選股由新濠博亞(MLCO.US)改為美高梅中國(02282.HK)。該行將美高梅中國的評級一舉上調至「增持」,目標價13元。 該行表示,美高梅中國是澳門唯一一間在新特許經營權下賭桌數量有所增加的營運商,預計其按賭桌數量計算的市場份額將從2019年的8%增加到今年的13%。該行相信,其中場的市場份額將從2019年的10%增加到2024年的13%。該行指美高梅中國中場市場份額在疫情期間持續上升,而新濠博亞則有所下降。更重要的是,該行對美高梅中國2024年的預測比市場高出30%,因為市場普遍看跌其明年獲得更高市場份額的能力。 目前該行對濠賭股的偏好依次分別為美高梅中國、新濠博亞、金沙中國(01928.HK)、銀娛(00027.HK)、永利澳門(01128.HK)及澳博(00880.HK)。
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