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《大行報告》里昂升銀娛(00027.HK)評級至「買入」 首選金沙中國(01928.HK)及美高梅中國(02282.HK)
里昂發表研究報告指,澳門博彩業表現維持強勁,現時預測今年第二季博彩總收入將達到460億澳門元,較首季增長31%。隨著賭收預測提升,該行亦將2023至2024年行業Ebitda預測上調1%,並預期次季行業Ebitda將按季增長31%至15億美元,恢復至2019年同期的63%。 里昂表示,關注博企次季業績中的高端細分市場表現,以及恢復股息的時間表,指出澳門博彩行業2024年預測企業對Ebitda水平為11.8倍,低於平均值14.8倍,當中將銀娛(00027.HK)評級從「跑贏大市」升至「買入」,並上調美高梅中國(02282.HK)、金沙中國(01928.HK)、新濠(00200.HK)及銀娛的目標價,列金沙及美高梅為首選股。
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