《大行報告》高盛:銀娛(00027.HK)萊佛士酒店即將開業 料未來兩季賭收份額提升
高盛發表報告表示,澳門6月份賭收達152億澳門元,相當於疫情前的64%,相較4至5月份進一步改善。展望暑假旺季,將有多個演唱會及活動在澳門舉辦,而銀娛(00027.HK)旗下萊佛士酒店計劃於今個月開業,之後安達仕酒店亦會於第四季開幕,料集團未來兩季的博彩收益份額可獲提升。
該行補充,即使中國消費相關股於過去2至3個月因擔心消費能力減弱而出現回調,但澳門賭股表現出較強的韌性,故相信基本博彩收入和非博彩業務有逐步改善的趨勢;繼續建議捕捉內地境外出遊加速機遇,且在上述新項目/活動帶動下,料對賭股帶來支持。維持銀娛、金沙中國(01928.HK)、新濠博亞(MLCO.US)及澳博(00880.HK)「買入」評級。
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