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《大行報告》瑞銀:濠賭業7月開局鞏固迎暑假檔 行業首選金沙中國及澳博
瑞銀發表研究報告指,澳門博彩行業7月開局表現穩固,首9天日均博彩收入達到5.33億澳門元,較6月日均收益的5.07億澳門元有所提升,達到2019年第三季同期近70%,當中中場更已恢復至2029年第三季80%至90%水平,而貴賓廳則按月持平,贏率維持在平常的約3%。 該行指出,截至目前為止暑假檔表現向好,夏季需求似乎強勁,澳門旅遊局數據顯示,7月第一星期酒店入住率達到90%,與博彩營運商預訂數據一致。 瑞銀指,濠賭行業現價水平為2024年預測企業對EBITDA比率約8.9倍,低於兩年遠期平均水平,板塊首選為金沙中國(01928.HK)及澳博(0880.HK),認為估值相對有吸引力,該行維持金沙中國及澳博「買入」評級,各予目標價34.2元及6.5元。
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