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大行評級|瑞銀:澳門博彩股首選為新濠及銀娛 目標價分別為7.8港元和46.1港元
格隆匯 06-12 14:16

瑞銀髮表報吿指出,根據渠道調查,第二季至今澳門中場博彩日均收入按季增長約3%,相信或由於5月份勞動節假期所推動,而貴賓廳賭收按季跌約6%。該行提及,在市場份額方面,5月份銀娛持續增長,按月升250基點,帶動次季至今市場份額按季升200基點。新濠月內則跌50基點,令次季至今市場份額按季收窄110基點。至於永利與美高梅中國次季至今的市場份額按季各跌約140及120基點。金沙中國次季至今的市場份額按季持平,儘管其更多客房因翻新而關閉,令5月份的市場份額按月跌150基點。澳博方面,次季至今的市場份額下跌50基點,可能是受衞星賭場的影響。

該行認為,澳門博彩股現價相當於2024年預測企業價值倍數約9.9倍,較歷史平均水平低1.4個標準差。該行仍然看好澳門博彩股,行業首選為新濠及銀娛,目標價分別為7.8港元和46.1港元,評級均為“買入”。

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