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《大行》瑞銀:新酒店開業帶動澳門博彩收入 行業首選銀娛(00027.HK)
瑞銀研究報告指,根據渠道消息,過去七日澳門的博彩毛收入為日均6.85億澳門元(下同),較對上七日的日均賭收5.93億元有所上升。該升幅是由於銀娛(00027.HK)旗下新酒店嘉佩樂(Capella)開業而吸引了一些貴賓客戶到訪澳門,以致5月至今的日均收入達7億元,按月升11%。中場的日均收入按月升約10%,而貴賓廳的日均收入則按月升25%至30%,VIP贏率介乎3.5%至3.7%。 該行認為市場對5月日均賭收約6.46億元的預測仍有上行空間。該行對澳門博彩行業持謹慎態度,因貿易戰可能影響需求,並將銀娛視為行業首選,現予目標價34.2港元及「買入」評級。 該行予濠賭股投資評級及目標價表列如下: 股份|投資評級|目標價(港元) 銀娛(00027.HK)|買入|34.2元 美高梅中國(02282.HK)|中性|10元 金沙中國(01928.HK)|中性|14.5元 永利澳門(01128.HK)|沽售|3.8元 新濠國際發展(00200.HK)|沽售|2.4元 澳博(00880.HK)|沽售|1.6元 (da/)
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