《大行報告》匯豐研究:澳門上周日均賭收按周升5% 濠賭股短期或已過度調整
匯豐環球研究發表報告指,澳門1月首21日賭收130億澳門元,意味著過去一周日均賭收率達6.29億澳門元,較前一周增加5%,均受惠訪客流量及貴賓廳贏錢比率較高。
該行表示,年初至今,日均訪澳門客量達7萬至8萬人次,澳門政府預料在農曆新年期間,這將會上升至12萬人次,惟該行認為可實現的機會率並不高,主要是相比2019年,目前只回復至七成水平。同時澳門政府目標今年全年訪澳門人次達3,300萬人次,達2019年的84%水平。
匯豐環球研指,儘管消費疲弱前景仍不明朗,但濠賭股短期或已過度調整。該行表示,看好金沙中國(01928.HK),基於其大型酒店庫存及集中發展大眾市場業務,給予其目標價為32.5元,維持其評級為「買入」。
另外,該行亦看好美高梅中國(02282.HK),基於其防禦性市場份額和有吸引力的估值,給予其目標價為13元,維持其評級為「買入」。(ca/w)
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