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《大行報告》花旗:澳門博彩股首選銀娛(00027.HK) 納入泛亞焦點名單
花旗發表研究報告指出,澳門現時重新開放,估計在來自內地與香港的入境旅客的利好下,首季將實現行業總賭收346.42億澳門元,對行業總EBITDA預測為10.38億美元,意味著與2019年首季相比,恢復至約42%。 該行預期澳門六間賭場營運商將被市場衡量他們的EBITDA與2019年相比的恢復速度,估計EBITDA復甦的出色表現將利好股價,相信中場收入恢復至2019年首季約70%水平。當中認為美高梅中國(02282.HK)的EBITDA復甦至2019年首季的約76%,居於行業首位;另外四間營運商的EBITDA恢復程度相若,銀娛(00027.HK)約47%、新濠博亞(MLCO.US)約46%、金沙(01928.HK)約42%,永利澳門(01128.HK)約40%,至於澳博(00880.HK)可能是唯一一家EBITDA處於負數的營運商,料首季為負3,500萬美元。 此外,澳門博彩股中該行首選銀娛,目標價70元,並將其納入泛亞焦點名單,認為澳門銀河第三期將於第二季起開業,相信有助於今明兩年獲得市場份額,盈利增長應重新加速。其次該行看好金沙,目標價36元。緊隨其後依次為新濠博亞、美高梅中國、永利澳門,最後為澳博。 花旗對澳門博彩股最新投資評級及目標價表列如下: 股份|投資評級|目標價(港元) 銀河娛樂(00027.HK)|買入|70元 新濠國際發展(00200.HK)|買入|15元 美高梅中國(02282.HK)|買入|12.5元 金沙中國(01928.HK)|買入|36元 澳博控股(00880.HK)|中性|4.25元 永利澳門(01128.HK)|買入|11.5元
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