《大行報告》《大行報告》摩通:對龍年濠賭股看法仍正面 首選美高梅中國(02282.HK)
摩根大通發表報告指,透過行業渠道了解澳門本月首14日的博彩收入為86億澳門元(下同),即每日賭收為6.14億元,並意味著上周每日賭收為6億元,這數據明顯低於新年假期,惟以季節性來看,表現仍然相當穩健。該行料1月賭收將達到市場預期,將達到175億至180億元。
該行表示,濠賭股將由1月底開始公布去年第四季盈利,預計行業EBITDA將按季增長8至9%,達到疫情前水平的85%左右。
摩通指,雖然宏觀仍有挑戰,但對龍年濠賭股看法仍然正面,繼續首選美高梅中國(02282.HK)(予評級「增持」及目標價15元),其後依次為金沙中國(01928.HK)(予評級「增持」及目標價32元)及永利澳門(01128.HK)(予評級「增持」及目標價10元)、銀娛(00027.HK)(予評級「增持」及目標價60元)、新濠國際(00200.HK)(予評級「中性」及目標價6.2元)、澳博(00880.HK)(予評級「中性」及目標價3元)。
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