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《大行報告》瑞銀:澳門黃金周訪客達2019年水平86% 看好澳博、永利澳門及金沙中國
瑞銀發表報告指出,於十一黃金周(9月30日至10月5日)的首六日,澳門日均旅客量約為12.9萬人次,相當於2019年黃金周的約86%;略低於市場預期達90%以上的復甦。 該行提及,當中澳門的內地旅客日均達約10萬人次,佔總旅客量的約78%,並達2019年黃金周的約81%水平,較今年8月份的約88%復甦水平有所回落;意味著受近期人民幣貶值等宏觀因素影響,普通旅客及旅行團持續疲軟。同時,非內地旅客(主要是香港遊客)在黃金周期間的復甦率顯著提高,達到2019年黃金周水平的約1.08倍,亦高於2019年8月份的約92%水平。 此外,該行預期黃金周期間澳門中場日均賭收約5.8億至6.2億澳門元,相當於2019年黃金周水平的約85%至90%。該行維持對濠賭股正面看法,當中看好及首選澳博(00880.HK)、永利澳門(01128.HK)及金沙中國(01928.HK)。 瑞銀對濠賭股最新評級及目標價表列如下: 股份|評級|目標價(港元) 澳博(00880.HK)|買入|6.3元 永利澳門(01128.HK)|買入|11.9元 金沙中國(01928.HK)|買入|33.1元 美高梅中國(02282.HK)|買入|13.7元 新濠國際發展(00200.HK)|買入|13.6元 銀河娛樂(00027.HK)|買入|60.1元
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