《大行報告》瑞信料濠賭股短期仍有上行空間 續喜愛金沙中國及美高梅中國
瑞信發表研究報告表示,渠道數據顯示4月29日至5月1日澳門每日博彩收入預期達到7.5億澳門元,對沖基金等投資者估計濠賭股短期內仍有上行空間,但由於多數投資者普遍更加重視收入表現高於利潤率,目前都只是維持現有投資取態,未有進一步「加注」。
該行指出,考慮到企業盈利質素改善(中場佔比增加),以及較低的政策風險,預期行業估值將高於歷史水平,但同時提醒市場復甦下貴賓廳規模較細,現時行業正常化增長率仍是未知數。
瑞信指,市場普遍看好美高梅中國(02282.HK)、金沙中國(01928.HK)及銀娛(00027.HK),預測金沙中國、美高梅及銀娛下半年市場份額將持續提升,重申行業短期內有上行空間的看法,但建議從中選擇盈利具增長空間的個股,續喜愛美高梅及金沙。
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