《大行報告》富瑞:濠賭股估值與盈利脫節 行業看好銀娛(00027.HK)及金沙(01928.HK)
富瑞發表研究報告指,由11月19日止一周,澳門日均賭收放緩至4.85億澳門元,因受到澳門格蘭披治大賽車2023影響,而這類型活動產生的流量對高端玩家而言是沒有吸引力。該行預料,大賽事只是短暫性影響,博彩收入或於11月餘下日子內反彈到日均5.3億至5.8億澳門元之間。
該行表示,因對內地經濟增長的擔憂增加,以及對出外旅遊帶來的潛在影響,令濠賭股估值與盈利持續脫節,但該行仍維持看法,認為內地居民仍視澳門為他們外出目的地。該行表示,在濠賭股之中,仍看好銀河娛樂(00027.HK)及金沙中國(01928.HK)。
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