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《大行報告》摩通微降美高梅中國(02282.HK)及澳博(00880.HK)目標價 首選銀娛(00027.HK)及金沙中國(01928.HK)
摩根大通發表研報指,澳門博企將於下月公布次季業績表現,考慮到6月份及第二季博彩收入強勁復甦,將今明兩年預測上調,現時較市場普遍預期高出10%及5%。 該行表示,澳門博彩行業是中國極少數能夠在宏觀經濟面對挑戰時較輕鬆度過困難的行業之一,認為現價水平而言價值尚未獲充分釋放,因此相信第二季業績表現將有助推動濠賭股表現。 摩通輕微調整偏好股份次序,現時首選為銀娛(00027.HK)及金沙中國(01928.HK),其次為新濠國際(00200.HK)、美高梅中國(02282.HK)、永利澳門(01128.HK)及澳博(00880.HK)。該行微降美高梅中國(02282.HK) 目標價由15.5元降至15元,維持「增持」投資評級;微降澳博(00880.HK)目標價由4元降至3.8元,維持「中性」投資評級。
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