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《大行報告》里昂:澳門黃金周開局理想 金沙中國(01928.HK)和美高梅中國(02282.HK)仍是首選
里昂發表研究報告指出,澳門十一黃金周的首三日平均旅客量達每日13.2萬人次,相當於2019年黃金周日均入境人數的93%,意味著旅客量仍在逐步恢復中,開局理想。當中,來自內地的遊客亦有相似的復甦趨勢,相當於2019年同期的81%。 該行於10月1日到澳門考察,包括澳門倫敦人、澳門巴黎人、新濠影匯、永利皇宮、澳門上葡京、澳門美高梅及凱旋門,注意到賭場及酒店內的旅客眾多。而路(乙水)的最低投注額維持在約130美元水平,但更多賭檯的最低投注額明顯增加至260至650美元不等。 此外,該行維持對濠賭股的預測,給予金沙中國(01928.HK)、美高梅中國(02282.HK)、新濠博亞(MLCO.US)、銀河娛樂(00027.HK)和永利澳門(01128.HK)「買入」評級,予澳博(00880.HK)「跑贏大市」評級,當中首選仍是金沙中國及美高梅中國,目標價各為36.5及17.2元。
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