《大行報告》摩通:澳門上週賭收按周改善頗多 續看好行業
摩根大通發表報告指,據該行預測,澳門6月首11日總博彩收入達55億澳門元,或日均收入(daily run-rate)達5億澳門元,意味着上週賭收按周改善頗多至約每日5.3億澳門元(過去2-3星期日均收入約4.5億澳門元),創下疫情以來非假日的最高水平,相信週末於澳門威尼斯人金光綜藝館舉行的張學友演唱會及澳門上葡京開幕典禮,均有助推動日均賭收。
該行指,基於季節性因素,6月博彩收入可能疲弱,但本季至今走勢顯示,賭場次季表現強勁,將繼續勝市場預期,中場及EBITDA有可能復甦至疫前80%及65%水平。次季業績公佈將反映暑期旺季表現,亦是通關後酒店及人手無限制下的首個長假期,該行期望基於基本面回升,投資情緒將趨向穩定。
該行留意到近期濠賭股、旅遊及休閒板塊暫未受利好因素刺激,但繼續看好行業,相信基本面勝預期將推動投資情緒或股票走高,估值降至太便宜而不容忽視的水平。
該行給予銀娛(00027.HK)及金沙中國(01928.HK)目標價分別爲75元及40元,評級均爲「增持」,並視兩者爲其行業首選。(ca/k)
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