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大行評級|麥格理:下調澳門第三季賭收及博彩業EBITDA預測 濠賭股中偏好銀河娛樂
格隆匯 10-15 15:10
麥格理的研究報吿指,因為整體推廣活動減少以及宏觀經濟影響需求,而下調澳門第三季賭收及博彩業EBITDA預測分別5%及8%。該行預料,澳博、永利澳門及金沙中國第三季的市佔率將按季增長,反之美高梅中國、銀河娛樂及新濠博亞將會錄得跌幅。該行亦提及,澳門的零售行業在第三季繼續面臨挑戰,但客流量和零售情緒在國慶黃金週期間有所改善。麥格理提出,在各澳門濠賭股中偏好銀娛,目標價從56.8港元下調至50.6港元,評級為“跑贏大市”,主要因為其強大的物業管道和充足的酒店房間庫存;同時認為,金沙中國在經歷翻新高峯期後,將會值得關注,預期公司在2024年下半年的市佔率會復甦,目標價從24.9港元上調至25.3港元,評級為“跑贏大市”。
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