You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩對澳門博彩行業看法維持正面 首選美高梅中國(02282.HK)
摩根士丹利發表研究報告表示,仍然看好澳門博彩行業,相信博企盈利前景將跑贏中國消費市場表現,又指行業估值過度下跌,今年選股關鍵主題將是市場份額走勢及企業經營槓桿水平。 該行指出,濠賭股去年上半年表現強勁,但由於市場擔心澳門博彩收入已經見頂,下半年濠賭股失去動力,全年整體下跌15%,跑輸恆指約2個百分點,憧憬今年賭博收入將錄得顯著增長,當中中場業務增長料強勁,預測全年中場賭收及行業EBITDA 將分別按年增長25%和34%。 選股方面,大摩首選仍為美高梅中國(02282.HK),給予「增持」評級,除看好其估值水平外,亦相信其中場業務表現會勝過市場預期,目標價13.5元。 大摩亦看好永利澳門(01128.HK)及銀娛(00027.HK),同予「增持」評級,目標價分別為7.5元及51.5元。至於金沙中國(01928.HK)則給予「與大市同步」評級,料受到澳門倫敦人第二期發展的影響,目標價24元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account