大行評級丨摩根大通:預計4月澳門賭收按年大致持平 看好美高梅中國和銀河娛樂
摩根大通發表研究報告指,基於行業調查,4月首21日的澳門賭收爲130億澳門元,即日均賭收爲6.19億澳門元,表現略優於過往。該行預計4月澳門賭收按年大致持平,與第一季的趨勢大致相同。
摩通建議,近期投資者選股應保持防守性,看好美高梅中國,因其第一季盈利堅韌且相對價值及收益率較高,予“增持”評級;看淡澳博控股和新濠博亞娛樂,因兩者估值相對較高且缺乏現金回報,均予“減持”評級,以對衝行業基本面的不確定性。在大型股或流通惟較住的股份中,該行偏好銀河娛樂,予“增持”評級,看好其相對價值及中期增長優勢。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.