《大行報告》瑞銀:澳門6月賭收符預期 首選金沙中國(01928.HK)及澳博(00880.HK)
瑞銀發表報告指出,澳門博彩監察協調局公布,6月份博彩收入152億澳門元,按年增長5.1倍,按月跌2%。平均每日博彩收入約為5.07億澳門元,按月升1%,與預期的每日5億至5.2億澳門元基本一致,並為2019年第二季水平的64%(中場賭收約為2019年第二季水平的80%至90%)。
此外,該行指澳門6月份旅客量約每日7萬人,按月持平,而每名旅客的中場收益仍較2019年水平高出20%至35%(按月持平),6月份約為5,400至6,200澳門元(約680至770美元),反映高端需求反彈。至於夏季旅遊需求強勁,營運商透露酒店預訂率為90%至100%,而一個月前的酒店價格亦處於今年高位。
該行看好濠賭股,首選金沙中國(01928.HK)及澳博(00880.HK),認為其估值吸引。
瑞銀對濠賭股最新評級及目標價表列如下:
股份|評級|目標價(港元)
金沙中國|買入|34.2元
澳博|買入|6.5元
銀娛(00027.HK)|買入|61.3元
永利(01128.HK)|買入|11.4元
美高梅中國(02282.HK)|買入|12.9元
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