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大摩料濠賭業末季可保持增長勢頭 相關股逆升 永利續升近5%
港股反覆五連跌,恆指現報18,039,反覆續跌56點或0.3%,總成交額僅681億元。 然而,大摩料濠賭股於今年10月和末季將會保持增長勢頭。濠賭股今天全面升逾1%-4.5%,獲大摩看10元的永利澳門(01128.HK)反覆續升4.8%報7.88元,升越100、50天及10天線。 獲大摩重申「增持」看14元的美高梅中國(02282.HK)反覆續升3.4%報10.14元,股價重越10天及50天線(9.99元)。 新濠(00200.HK)扭四連跌,股價由九個月低位反覆回升,最高見6.57元,現報6.49元,反覆回升2.4%。 獲大摩升價至62.5元的藍籌銀娛(00027.HK)扭五連跌,股價反覆回升1.6%報50.2元。大摩看30元的藍籌金沙中國(01928.HK)扭兩連跌,股價高見26.05元,現報25.85元,反覆回升2%。 遭大摩重申「減持」看3元的澳博(00880.HK)反覆回升1.3%報3.18元。 大摩最新報告指,澳門濠賭股的中場收入回復到2019年疫情前水平,料未來表現將取決中場收入、中場市場份額不斷增加、營運開支管理及財務槓桿。該行相信,短期內股市或會窄幅波動,因為9月通常會出現季節性疲軟。然而,預計濠賭股於今年10月和第四季將會保持增長勢頭。該行看好銀娛,料公司利息支出不會再增加及未來三年將增加市場份額,將其評級由「與大市同步」升至「增持」,目標價由60元上調至62.5元。然而,將金沙中國評級由「增持」降至「與大市同步」,目標價由32元下調至30元,關注行業優越中場復甦情況。
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