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大行評級丨瑞銀:將金沙中國列入焦點股名單 予“買入”評級
格隆匯 01-15 10:33
瑞銀髮表研報指,行業數據顯示,金沙中國和澳博去年第四季度市場份額分別按季下跌1.4及0.7個百分點,當中金沙單是12月市場份額便按月下跌1個百分點,相信是由於倫敦人二期工程持續干擾以及季節性因素所影響。而銀河娛樂為最大受益者,市場份額按季增長1.1個百分點,當中有部分被12月份的份額下降所抵銷;其次為美高梅中國,受到活動開支增加的推動,第四季市場份額按季提升0.8個百分點。新濠國際去年12月市場份額按月提升1個百分點,帶動第四季市場份額按季增長0.3個百分點。永利澳門表現則大致持平。瑞銀認為,濠賭股接下來將受到賭牌續期、簽證政策、賭桌上限和勞工許可等相關監管環境潛在變化、中國經濟發展趨勢、其他旅遊城市競爭加劇,以及項目開發和營運等執行風險因素左右。瑞銀將金沙中國列入焦點股(Key Call)名單當中,給予“買入”評級,目標價24.8港元。
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