《大行》高盛續看好銀娛(00027.HK)金沙中國(01928.HK) 料演唱會等大型活動可帶旺氣氛
高盛發表研究報告指,今年首五個月澳門總博彩收入達977億澳門元,按年增長2%,大致符合市場已下調的預測,單計5月賭收按年增長5%至212億澳門元,增速較3月及4月的1%及2%有所加快,已恢復至2019年同期約82%水平,並創下疫情以來單月博彩收入新高,相信是來自於勞動節長假期訪客增長、多項旅遊政策放寬後更多內地旅客到訪,以及銀娛(00027.HK)旗下超奢華酒店嘉佩樂酒店試業,新增的餐飲及高端博彩區吸引到一眾高端客群等所推動。
假設貴賓廳博彩收入恢復至疫情前的約30%,高盛預期5月中場賭收已達至疫情前同期的115%水平。考慮到人民幣兌美元走強,該行預測至年底將達到每7元人民幣兌1美元,貶值風險減弱,加上夏天旺季臨近,澳門將有多項演唱會等大型娛樂表演活動舉行,將刺激市場氣氛。
高盛繼續看好銀娛,重申「買入」評級,認為市場對嘉佩樂酒店帶動公司市佔率提升的預期不足;同樣憧憬金沙中國(01928.HK)酒店房間數能滿足更多遊客,股價表現將向好,評級「買入」。
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