大行評級|摩根大通:維持6月澳門博彩總收入預測175億至180億澳門元
摩根大通發佈研究報吿指,因淡季及較低的貴賓廳贏率,澳門博彩總收入在本月首16日為97億澳門元,反映上週日均賭收降至5.3億澳門元水平。該行表示,不認為賭場上週起停止提供小食會對博彩總收入有任何實質影響,惟相信非法兑換貨幣活動有因為近期的新聞而明顯減少。該行指,將會維持6月博彩總收入預測175億至180億澳門元。摩通指,即使行業需求復甦出乎意料具韌性,加上政策也看似有利,澳門濠賭股目前的估值仍然便宜。該行認為,近期不會有強烈的因素促使重新評級,投資者現時可專注在長期利好因素。
該行對濠賭股的偏好排序為,美高梅中國與永利澳門,目標價分別為18.5港元及11港元,同列首選,皆予“增持”評級;然後是金沙中國,目標價26港元,予“增持”評級;隨後為銀河娛樂,目標價43港元,評級“中性”;再之後為澳博,目標價3.3港元,評級“中性”;最後是新濠國際發展,目標價5港元,予“減持”評級。該行另予新濠博亞娛樂目標價10美元,予“增持”評級。
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