大行評級|摩根大通:繼續列美高梅中國為其首選 目標價為18.5港元
摩根大通報吿指,澳門上週五(9日)公佈擬將換錢黨刑事化,惟仍沒有對用户作出予任何懲罰。摩通指出,留意到目前濠賭股的估值非常便宜,但因為下半年的需求不明朗加上內地消費意欲不強,故單憑估值,未能帶動股價再向上。該行繼續列美高梅中國為其首選,目標價為18.5港元,評級“增持”。該行稱公司是唯一市場共識沒有下行風險的澳門股票,而公司以最低的市盈率交易,同時在澳門派息率最高。
另外,該行亦指,澳門8月賭收首11日錄得71億元澳門元,或日均6.45億澳門元,證明了上週的賭收持續改善至日均6.57億澳門元,反映了暑假的大眾消費者需求穩健,較6月及7月的日均5.9億及6億澳門元要好。
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