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《大行報告》里昂料澳門博彩行業今年賭收增三成 首選金沙中國(01928.HK)及美高梅中國(02282.HK)
里昂發表研究報告指,2023年澳門博彩行業錄得較良好的復甦,博企經營環境出現改變,預測2024年將是建立「新常態」的一年,預測今年博彩收入將按年增長30%至292億美元,達到2019年的82%。行業經調整EBITDA料增長至85億美元,恢復至2019年的92%水平。 里昂指,現時濠賭股現價估值為2024年預測企業價值倍數的約11.4倍,對比平均值為14.7倍,目前對企業盈利預測未有調整,首選股金沙中國(01928.HK)及美高梅中國(02282.HK),評級「買入」,目標價28.5及12.9港元。同時里昂對銀娛(00027.HK)、永利澳門(01128.HK)及美高梅(MLCO.US)維持「買入」評級,目標價分別為52.3港元、8.9港元及10.6美元;對澳博(00880.HK)維持「沽售」,目標價2.4港元。
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